Ten Capital Wealth Advisors’s Ventas VTR Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-40	Closed	-$1.73K	–	533
2023 Q1	$1.73K	Hold	40	–	–	﹤0.01%	468
2022 Q4	$1.8K	Hold	40	–	–	﹤0.01%	441
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	497
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	405
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	433
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	431
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	375
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	428
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	331
2020 Q4	$2K	Buy	+40	New	+$1.85K	﹤0.01%	336

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Ten Capital Wealth Advisors's VTR Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Ventas (VTR) in Q2 2023, closing a stake of 40 shares — an estimated $1.73K sold.

Ten Capital Wealth Advisors first reported a position in VTR in Q4 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 631 funds tracked by Wall St. Rank hold VTR as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Ventas position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 40 Ventas shares in Q2 2023, an estimated $1.73K.
Ten Capital Wealth Advisors first reported a position in Ventas in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Ventas position peaked at $2K in Q3 2022.
631 funds tracked by Wall St. Rank held Ventas as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.