Washington Trust Advisors’s Ventas VTR Stock Holding History

Washington Trust 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	-36	Closed	-$1.56K	–	772
2023 Q1	$1.56K	Hold	36	–	–	﹤0.01%	743
2022 Q4	$1.62K	Hold	36	–	–	﹤0.01%	741
2022 Q3	$1K	Buy	36 +3	+9%	+$147	﹤0.01%	895
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	897
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	963
2021 Q4	$2K	Buy	+33	New	+$1.72K	﹤0.01%	969

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

Washington Trust Advisors's VTR Position: Q2 2023 in Review

Washington Trust Advisors sold out of Ventas (VTR) in Q2 2023, closing a stake of 36 shares — an estimated $1.56K sold.

Washington Trust Advisors first reported a position in VTR in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 631 funds tracked by Wall St. Rank hold VTR as of Q2 2023.

Washington Trust Advisors reported no remaining Ventas position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 36 Ventas shares in Q2 2023, an estimated $1.56K.
Washington Trust Advisors first reported a position in Ventas in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's Ventas position peaked at $2K in Q2 2022.
631 funds tracked by Wall St. Rank held Ventas as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.