Professional Financial Advisors’s Ventas VTR Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-111	Closed	-$4K	–	456
2022 Q3	$4K	Hold	111	–	–	﹤0.01%	400
2022 Q2	$6K	Hold	111	–	–	﹤0.01%	362
2022 Q1	$7K	Hold	111	–	–	﹤0.01%	352
2021 Q4	$6K	Hold	111	–	–	﹤0.01%	369
2021 Q3	$6K	Hold	111	–	–	﹤0.01%	314
2021 Q2	$6K	Hold	111	–	–	﹤0.01%	319
2021 Q1	$6K	Hold	111	–	–	﹤0.01%	282
2020 Q4	$5K	Hold	111	–	–	﹤0.01%	292
2020 Q3	$4K	Buy	+111	New	+$4.44K	﹤0.01%	292

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

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

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

AAMU

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Professional Financial Advisors's VTR Position: Q4 2022 in Review

Professional Financial Advisors sold out of Ventas (VTR) in Q4 2022, closing a stake of 111 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in VTR in Q3 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 623 funds tracked by Wall St. Rank hold VTR as of Q4 2022.

Professional Financial Advisors reported no remaining Ventas position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 111 Ventas shares in Q4 2022, an estimated $4K.
Professional Financial Advisors first reported a position in Ventas in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Ventas position peaked at $7K in Q1 2022.
623 funds tracked by Wall St. Rank held Ventas as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.