Standard Family Office’s Ventas VTR Stock Holding History

Standard Family Office’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 Q3	–	Sell	-23	Closed	-$1K	–	509
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	548
2021 Q1	$1K	Buy	+23	New	+$1.18K	﹤0.01%	591

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

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

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

Standard Family Office's VTR Position: Q3 2021 in Review

Standard Family Office sold out of Ventas (VTR) in Q3 2021, closing a stake of 23 shares — an estimated $1K sold.

Standard Family Office first reported a position in VTR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 628 funds tracked by Wall St. Rank hold VTR as of Q3 2021.

Standard Family Office reported no remaining Ventas position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 23 Ventas shares in Q3 2021, an estimated $1K.
Standard Family Office first reported a position in Ventas in Q1 2021 and held it in 2 quarters.
Standard Family Office's Ventas position peaked at $1K in Q2 2021.
628 funds tracked by Wall St. Rank held Ventas as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.