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Nelson Roberts Fund, Reduced Exposure in Ventas Inc. (VTR)

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Jose Karlo Mari Tottoc
·3 min read
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Nelson Roberts Investment Advisors, an employee-owned investment advisory firm that provides asset and wealth management published its third-quarter 2020 Investor Letter – a copy of which can be downloaded here. The Firm’s focal point and target is to maintain a long term value and growth of assets over time. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.

Nelson Roberts Investment Advisors’ in their Q3 2020 Investor Letter talked about Ventas, Inc. (NYSE: VTR). Ventas, Inc. is a real estate investment trust that currently has a $18.346 billion market cap. For the past 3 months, VTR delivered a 14.71% return and settled at $48.98 per share at the closing of January 15th.

Here is what Nelson Roberts Investment Advisors has to say about Ventas, Inc. in their Investor Letter:

"We trimmed our position in Ventas (NYSE: VTR), reversing a strategic tax loss purchase in taxable accounts. However, we retained a small holding, as Ventas is well-positioned over the long term to benefit from an aging baby boom population."

Andrey_Popov/Shutterstock.com

Last December 2020, we published an article telling that Ventas, Inc. (NYSE: VTR) was in 17 hedge funds’ portfolio. Its all time high statistics is 29. Ventas, Inc. delivered a -0.12% return YTD.

As of September 2020, Nelson Roberts Investment Advisors had a 112.7K share position in VTR that amounted to $4.7 million. However, our calculations showed that Ventas, Inc. (NYSE: VTR) wasn't popular enough to be ranked among the 30 most popular stocks among hedge funds.

The top 10 stocks among hedge funds returned 216% since the end of 2014 and outperformed the S&P 500 Index ETFs by more than 121 percentage points. We know it sounds unbelievable. You have been dismissing our articles about top hedge fund stocks mostly because you were fed biased information by other media outlets about hedge funds’ poor performance. You could have doubled the size of your nest egg by investing in the top hedge fund stocks instead of dumb S&P 500 ETFs. Below you can watch our video about the top 5 hedge fund stocks right now. All of these stocks had positive returns in 2020.

Video: Top 5 Stocks Among Hedge Funds

At Insider Monkey we scour multiple sources to uncover the next great investment idea. For example, Federal Reserve has been creating trillions of dollars electronically to keep the interest rates near zero. We believe this will lead to inflation and boost real estate prices. So, we recommended this real estate stock to our monthly premium newsletter subscribers. We go through lists like the 10 most profitable companies in the world to pick the best large-cap stocks to buy. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our website.

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Disclosure: None. This article is originally published at Insider Monkey.