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Westmount Partners’s Ventas VTR Stock Holding History

Westmount 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
2024
Q4 		– Sell
-3,853
Closed -$247K – 233
2024
Q3 		$247K Buy
+3,853
New +$225K 0.07% 192
2023
Q3 		– Sell
-5,993
Closed -$283K – 204
2023
Q2 		$283K Buy
5,993
+37
+0.6% +$1.68K 0.12% 146
2023
Q1 		$258K Buy
5,956
+34
+0.6% +$1.64K 0.12% 151
2022
Q4 		$267K Buy
+5,922
New +$250K 0.14% 142

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Westmount Partners's VTR Position: Q4 2024 in Review

Westmount Partners sold out of Ventas (VTR) in Q4 2024, closing a stake of 3,853 shares — an estimated $247K sold.

Westmount Partners first reported a position in VTR in Q4 2022 and held it in 4 quarters. The position peaked at $283K in Q2 2023. 759 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Westmount Partners reported no remaining Ventas position as of Q4 2024 after selling out during the quarter.
  • Westmount Partners sold 3,853 Ventas shares in Q4 2024, an estimated $247K.
  • Westmount Partners first reported a position in Ventas in Q4 2022 and held it in 4 quarters.
  • Westmount Partners's Ventas position peaked at $283K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

Based on Westmount Partners's 13F filing for Q4 2024, filed 13 Jan 2025.