Schechter Investment Advisors’s Ventas VTR Stock Holding History

Schechter Investment 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
2025 Q1	$202K	Buy	+2,941	New	+$188K	0.02%	554
2024 Q4	–	Sell	-3,866	Closed	-$248K	–	704
2024 Q3	$248K	Sell	3,866 -70	-2%	-$4.09K	0.02%	538
2024 Q2	$202K	Buy	+3,936	New	+$184K	0.02%	567
2024 Q1	–	Sell	-4,071	Closed	-$203K	–	703
2023 Q4	$203K	Buy	+4,071	New	+$182K	0.02%	564

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

Schechter Investment Advisors's VTR Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Ventas (VTR) in Q1 2025: 2,941 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #554 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in VTR as recently as Q3 2024.

Schechter Investment Advisors first reported a position in VTR in Q4 2023 and has held it in 4 quarters since. The position peaked at $248K in Q3 2024. 805 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

Schechter Investment Advisors held 2,941 shares of Ventas worth $202K as of Q1 2025.
Ventas was a new Schechter Investment Advisors position in Q1 2025.
Ventas made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #554 holding.
Schechter Investment Advisors first reported a position in Ventas in Q4 2023 and has held it in 4 quarters since.
Schechter Investment Advisors's Ventas position peaked at $248K in Q3 2024.
805 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.