Piedmont Investment Advisors’s Ventas VTR Stock Holding History

Piedmont Investment Advisors’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,038	Closed	-$406K	–	895
2019 Q4	$406K	Buy	7,038 +1,218	+21%	+$76.5K	0.01%	613
2019 Q3	$425K	Buy	5,820 +355	+6%	+$25.2K	0.02%	592
2019 Q2	$374K	Sell	5,465 -287	-5%	-$18.3K	0.02%	672
2019 Q1	$367K	Buy	5,752 +452	+9%	+$28.2K	0.01%	697
2018 Q4	$311K	Buy	5,300 +1,595	+43%	+$94K	0.01%	693
2018 Q3	$201K	Sell	3,705 -470	-11%	-$27.2K	0.01%	985
2018 Q2	$238K	Buy	+4,175	New	+$218K	0.01%	752
2017 Q1	–	Sell	-1,000	Closed	-$62.5K	–	630
2016 Q4	$62.5K	Buy	1,000 +996	+24,900%	+$63K	﹤0.01%	421
2016 Q3	$282	Hold	4	–	–	﹤0.01%	552
2016 Q2	$291	Buy	+4	New	+$263	﹤0.01%	501
2013 Q3	–	Sell	-12,960	Closed	-$1.03M	–	365
2013 Q2	$1.03M	Buy	+12,960	New	+$1.11M	0.05%	183

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Piedmont Investment Advisors's VTR Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Ventas (VTR) in Q1 2020, closing a stake of 7,038 shares — an estimated $406K sold.

Piedmont Investment Advisors first reported a position in VTR in Q2 2013 and held it in 11 quarters. The position peaked at $1.03M in Q2 2013. 606 funds tracked by Wall St. Rank hold VTR as of Q1 2020.

Piedmont Investment Advisors reported no remaining Ventas position as of Q1 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 7,038 Ventas shares in Q1 2020, an estimated $406K.
Piedmont Investment Advisors first reported a position in Ventas in Q2 2013 and held it in 11 quarters.
Piedmont Investment Advisors's Ventas position peaked at $1.03M in Q2 2013.
606 funds tracked by Wall St. Rank held Ventas as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.