Regent Peak Wealth Advisors’s Ventas VTR Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-2,058	Closed	-$101K	–	981
2020 Q4	$101K	Buy	+2,058	New	+$95.1K	0.03%	222

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Regent Peak Wealth Advisors's VTR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ventas (VTR) in Q1 2021, closing a stake of 2,058 shares — an estimated $101K sold.

Regent Peak Wealth Advisors first reported a position in VTR in Q4 2020 and held it in 1 quarter. The position peaked at $101K in Q4 2020. 632 funds tracked by Wall St. Rank hold VTR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Ventas position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,058 Ventas shares in Q1 2021, an estimated $101K.
Regent Peak Wealth Advisors first reported a position in Ventas in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Ventas position peaked at $101K in Q4 2020.
632 funds tracked by Wall St. Rank held Ventas as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.