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Sumitomo Life Insurance’s Ventas VTR Stock Holding History

Sumitomo Life Insurance’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
2017
Q2 		– Sell
-12,354
Closed -$804K – 288
2017
Q1 		$804K Sell
12,354
-768
-6% -$47.8K 0.11% 241
2016
Q4 		$820K Buy
13,122
+291
+2% +$18.4K 0.12% 237
2016
Q3 		$906K Buy
+12,831
New +$932K 0.13% 240

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sumitomo Life Insurance's VTR Position: Q2 2017 in Review

Sumitomo Life Insurance sold out of Ventas (VTR) in Q2 2017, closing a stake of 12,354 shares — an estimated $804K sold.

Sumitomo Life Insurance first reported a position in VTR in Q3 2016 and held it in 3 quarters. The position peaked at $906K in Q3 2016. 642 funds tracked by Wall St. Rank hold VTR as of Q2 2017.

  • Sumitomo Life Insurance reported no remaining Ventas position as of Q2 2017 after selling out during the quarter.
  • Sumitomo Life Insurance sold 12,354 Ventas shares in Q2 2017, an estimated $804K.
  • Sumitomo Life Insurance first reported a position in Ventas in Q3 2016 and held it in 3 quarters.
  • Sumitomo Life Insurance's Ventas position peaked at $906K in Q3 2016.
  • 642 funds tracked by Wall St. Rank held Ventas as of Q2 2017.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.