Number of Shares
161,679.00
Current Holdings Value*
$11.12 Mil
% of Portfolio
5.19%
Total Estimate Gain
$694,225.79
% of Total Estimate Gain
3.63%

Baron Real Estate Income Fund's Ventas Inc Holding Summary

As of 2025-03-31, BARON SELECT FUNDS held 161,679.00 shares of Ventas Inc(VTR), totaling $11.12 Mil. This investment constitutes 5.19% of their stock portfolio, and BARON SELECT FUNDS now holds 0.04% of the outstanding Ventas Inc(VTR) stock.

The initial trade took place in 2021Q4. And since then Baron Real Estate Income Fund has made 9 purchases of VTR, at an average price of $52.35, for a total of 365,337.00 shares. In addition, there have been 4 sales at an average price of $47.40 for 203,658.00 shares. Based on historical transaction data and VTR's current price of $62.88, Baron Real Estate Income Fund's estimated gain on his VTR holdings is $694,225.79, reflecting a 3.63% gain to date.

Baron Real Estate Income Fund VTR ($62.88) Holding Chart

Baron Real Estate Income Fund VTR ($62.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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