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WR Wealth Planners’s Ventas VTR Stock Holding History

WR Wealth Planners’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 		$2.65K Buy
45
+29
+181% +$1.82K ﹤0.01% 809
2024
Q3 		$1.03K Buy
+16
New +$934 ﹤0.01% 971
2023
Q2 		– Sell
-200
Closed -$8.67K – 987
2023
Q1 		$8.67K Buy
+200
New +$9.64K ﹤0.01% 586

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

WR Wealth Planners's VTR Position: Q4 2024 in Review

WR Wealth Planners increased its Ventas (VTR) stake by 181% in Q4 2024, buying an estimated $1.82K and bringing the position to 45 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

WR Wealth Planners first reported a position in VTR in Q1 2023 and has held it in 3 quarters since. The position peaked at $8.67K in Q1 2023. 758 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • WR Wealth Planners held 45 shares of Ventas worth $2.65K as of Q4 2024.
  • WR Wealth Planners bought 29 Ventas shares in Q4 2024, an estimated $1.82K.
  • Ventas made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #809 holding.
  • WR Wealth Planners first reported a position in Ventas in Q1 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Ventas position peaked at $8.67K in Q1 2023.
  • 758 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.