Richard Pzena’s Ventas VTR Stock Holding History

Richard Pzena’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	-14,560	Closed	-$841K	–	185
2019 Q4	$841K	Buy	+14,560	New	+$914K	﹤0.01%	157

Other funds holding VTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richard Pzena's VTR Position: Q1 2020 in Review

Richard Pzena sold out of Ventas (VTR) in Q1 2020, closing a stake of 14,560 shares — an estimated $841K sold.

Richard Pzena first reported a position in VTR in Q4 2019 and held it in 1 quarter. The position peaked at $841K in Q4 2019. 607 funds tracked by Wall St. Rank hold VTR as of Q1 2020.

Richard Pzena reported no remaining Ventas position as of Q1 2020 after selling out during the quarter.
Richard Pzena sold 14,560 Ventas shares in Q1 2020, an estimated $841K.
Richard Pzena first reported a position in Ventas in Q4 2019 and held it in 1 quarter.
Richard Pzena's Ventas position peaked at $841K in Q4 2019.
607 funds tracked by Wall St. Rank held Ventas as of Q1 2020.

Based on Pzena Investment Management's 13F filing for Q1 2020, filed 1 May 2020.