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Redwood Wealth Management Group’s Ventas VTR Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-849
Closed -$43.5K – 1076
2024
Q2 		$43.5K Buy
+849
New +$39.8K 0.03% 327

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Redwood Wealth Management Group's VTR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Ventas (VTR) in Q3 2024, closing a stake of 849 shares — an estimated $43.5K sold.

Redwood Wealth Management Group first reported a position in VTR in Q2 2024 and held it in 1 quarter. The position peaked at $43.5K in Q2 2024. 721 funds tracked by Wall St. Rank hold VTR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Ventas position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 849 Ventas shares in Q3 2024, an estimated $43.5K.
  • Redwood Wealth Management Group first reported a position in Ventas in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Ventas position peaked at $43.5K in Q2 2024.
  • 721 funds tracked by Wall St. Rank held Ventas as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.