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Swisher Financial Concepts’s Ventas VTR Stock Holding History

Swisher Financial Concepts’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
Q4 		– Sell
-18,476
Closed -$993K – 86
2024
Q3 		$993K Buy
18,476
+3,183
+21% +$186K 0.63% 30
2024
Q2 		$792K Buy
15,293
+76
+0.5% +$3.56K 0.8% 21
2024
Q1 		$648K Buy
15,217
+1,554
+11% +$70.6K 0.56% 29
2023
Q4 		$677K Buy
+13,663
New +$612K 0.65% 27

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Swisher Financial Concepts's VTR Position: Q4 2024 in Review

Swisher Financial Concepts sold out of Ventas (VTR) in Q4 2024, closing a stake of 18,476 shares — an estimated $993K sold.

Swisher Financial Concepts first reported a position in VTR in Q4 2023 and held it in 4 quarters. The position peaked at $993K in Q3 2024. 759 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Swisher Financial Concepts reported no remaining Ventas position as of Q4 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 18,476 Ventas shares in Q4 2024, an estimated $993K.
  • Swisher Financial Concepts first reported a position in Ventas in Q4 2023 and held it in 4 quarters.
  • Swisher Financial Concepts's Ventas position peaked at $993K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

Based on Swisher Financial Concepts's 13F filing for Q4 2024, filed 13 Feb 2025.