Westshore Wealth’s Ventas VTR Stock Holding History

Westshore Wealth’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
2021 Q2	–	Sell	-4,546	Closed	-$242K	–	151
2021 Q1	$242K	Buy	+4,546	New	+$233K	0.14%	116

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Westshore Wealth's VTR Position: Q2 2021 in Review

Westshore Wealth sold out of Ventas (VTR) in Q2 2021, closing a stake of 4,546 shares — an estimated $242K sold.

Westshore Wealth first reported a position in VTR in Q1 2021 and held it in 1 quarter. The position peaked at $242K in Q1 2021. 647 funds tracked by Wall St. Rank hold VTR as of Q2 2021.

Westshore Wealth reported no remaining Ventas position as of Q2 2021 after selling out during the quarter.
Westshore Wealth sold 4,546 Ventas shares in Q2 2021, an estimated $242K.
Westshore Wealth first reported a position in Ventas in Q1 2021 and held it in 1 quarter.
Westshore Wealth's Ventas position peaked at $242K in Q1 2021.
647 funds tracked by Wall St. Rank held Ventas as of Q2 2021.

Based on Westshore Wealth's 13F filing for Q2 2021, filed 19 Aug 2021.