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WealthPLAN Partners’s Ventas VTR Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-597
Closed -$38.6K – 423
2017
Q1 		$38.6K Buy
+597
New +$37.2K 0.13% 134
2016
Q3 		$81.2K Sell
1,192
-1,276
-52% -$92.6K 0.03% 256
2016
Q2 		$90K Buy
+2,468
New +$163K 0.01% 650
2015
Q4 		$47.2K Buy
+2,502
New +$136K 0.01% 645
2015
Q2 		$62K Hold
872
– – 0.03% 159
2015
Q1 		$74K Buy
+872
New +$75.1K 0.03% 202

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return