WIM
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WealthPlan Investment Management’s Ventas VTR Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-30
Closed -$1.42K – 353
2023
Q2 		$1.42K Hold
30
– – ﹤0.01% 330
2023
Q1 		$1.3K Buy
+30
New +$1.45K ﹤0.01% 401

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthPlan Investment Management's VTR Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Ventas (VTR) in Q3 2023, closing a stake of 30 shares — an estimated $1.42K sold.

WealthPlan Investment Management first reported a position in VTR in Q1 2023 and held it in 2 quarters. The position peaked at $1.42K in Q2 2023. 612 funds tracked by Wall St. Rank hold VTR as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Ventas position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 30 Ventas shares in Q3 2023, an estimated $1.42K.
  • WealthPlan Investment Management first reported a position in Ventas in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Ventas position peaked at $1.42K in Q2 2023.
  • 612 funds tracked by Wall St. Rank held Ventas as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.