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Wipfli Financial Advisors’s Ventas VTR Stock Holding History

Wipfli Financial 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
2022
Q3 		$62K Buy
+1,518
New +$74.6K ﹤0.01% 974

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's VTR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Ventas (VTR) in Q3 2022: 1,518 shares worth $62K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings.

613 funds tracked by Wall St. Rank hold VTR as of Q3 2022.

  • Wipfli Financial Advisors held 1,518 shares of Ventas worth $62K as of Q3 2022.
  • Ventas was a new Wipfli Financial Advisors position in Q3 2022.
  • Ventas made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #974 holding.
  • 613 funds tracked by Wall St. Rank held Ventas as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.