A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ventas, Inc. stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,962 shares of VTR stock, worth $115,287. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,962
Previous 2,041 3.87%
Holding current value
$115,287
Previous $104,000 20.19%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$50.88 - $65.33 $4,019 - $5,161
-79 Reduced 3.87%
1,962 $125,000
Q2 2024

Jul 22, 2024

SELL
$41.68 - $51.26 $14,754 - $18,146
-354 Reduced 14.78%
2,041 $104,000
Q1 2024

May 07, 2024

SELL
$42.29 - $50.57 $18,565 - $22,200
-439 Reduced 15.49%
2,395 $104,000
Q4 2023

Feb 08, 2024

BUY
$39.65 - $50.95 $4,916 - $6,317
124 Added 4.58%
2,834 $141,000
Q3 2023

Nov 09, 2023

SELL
$41.41 - $49.69 $10,228 - $12,273
-247 Reduced 8.35%
2,710 $114,000
Q1 2023

Apr 26, 2023

BUY
$41.69 - $53.0 $208 - $265
5 Added 0.17%
2,957 $128,000
Q4 2022

Feb 06, 2023

BUY
$36.04 - $46.52 $720 - $930
20 Added 0.68%
2,952 $133,000
Q3 2022

Nov 09, 2022

SELL
$39.65 - $53.78 $1,308 - $1,774
-33 Reduced 1.11%
2,932 $118,000
Q2 2022

Aug 02, 2022

BUY
$48.43 - $62.86 $48 - $62
1 Added 0.03%
2,965 $153,000
Q1 2022

May 05, 2022

BUY
$50.03 - $63.64 $1,050 - $1,336
21 Added 0.71%
2,964 $183,000
Q4 2021

Feb 10, 2022

BUY
$45.69 - $56.9 $134,465 - $167,456
2,943 New
2,943 $150,000

Others Institutions Holding VTR

About Ventas, Inc.


  • Ticker VTR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 399,712,992
  • Market Cap $23.5B
  • Description
  • Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...
More about VTR
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