Ruedi Wealth Management’s Ventas VTR Stock Holding History

Ruedi Wealth Management’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	-16	Closed	-$820	–	488
2024 Q2	$820	Buy	+16	New	+$749	﹤0.01%	386

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Ruedi Wealth Management's VTR Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Ventas (VTR) in Q3 2024, closing a stake of 16 shares — an estimated $820 sold.

Ruedi Wealth Management first reported a position in VTR in Q2 2024 and held it in 1 quarter. The position peaked at $820 in Q2 2024. 721 funds tracked by Wall St. Rank hold VTR as of Q3 2024.

Ruedi Wealth Management reported no remaining Ventas position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 16 Ventas shares in Q3 2024, an estimated $820.
Ruedi Wealth Management first reported a position in Ventas in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's Ventas position peaked at $820 in Q2 2024.
721 funds tracked by Wall St. Rank held Ventas as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.