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Toth Financial Advisory’s Ventas VTR Stock Holding History

Toth Financial Advisory’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
2026
Q1 		$82 Hold
1
– – ﹤0.01% 908
2025
Q4 		$78 Buy
+1
New +$75 ﹤0.01% 904
2023
Q2 		– Sell
-31
Closed -$1.34K – 898
2023
Q1 		$1.34K Buy
+31
New +$1.49K ﹤0.01% 722
2021
Q1 		– Sell
-196
Closed -$10K – 729
2020
Q4 		$10K Buy
196
+2
+1% +$92 ﹤0.01% 413
2020
Q3 		$8K Buy
194
+2
+1% +$80 ﹤0.01% 398
2020
Q2 		$7K Buy
192
+5
+3% +$165 ﹤0.01% 389
2020
Q1 		$5K Buy
187
+3
+2% +$149 ﹤0.01% 335
2019
Q4 		$11K Buy
184
+2
+1% +$126 ﹤0.01% 295
2019
Q3 		$13K Buy
182
+2
+1% +$142 ﹤0.01% 303
2019
Q2 		$12K Buy
180
+2
+1% +$128 ﹤0.01% 313
2019
Q1 		$11K Buy
+178
New +$11.1K ﹤0.01% 302

Other funds holding VTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return