Ranch Capital Advisors’s Ventas VTR Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-1,800	Closed	-$99K	–	588
2021 Q3	$99K	Hold	1,800	–	–	0.06%	209
2021 Q2	$102K	Hold	1,800	–	–	0.06%	216
2021 Q1	$96K	Buy	+1,800	New	+$92.4K	0.06%	221

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

Ranch Capital Advisors's VTR Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Ventas (VTR) in Q4 2021, closing a stake of 1,800 shares — an estimated $99K sold.

Ranch Capital Advisors first reported a position in VTR in Q1 2021 and held it in 3 quarters. The position peaked at $102K in Q2 2021. 633 funds tracked by Wall St. Rank hold VTR as of Q4 2021.

Ranch Capital Advisors reported no remaining Ventas position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,800 Ventas shares in Q4 2021, an estimated $99K.
Ranch Capital Advisors first reported a position in Ventas in Q1 2021 and held it in 3 quarters.
Ranch Capital Advisors's Ventas position peaked at $102K in Q2 2021.
633 funds tracked by Wall St. Rank held Ventas as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.