Ep Wealth Advisors, LLC Ventas, Inc. Transaction History

Ep Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	BUY	$48.43 - $62.86 $61,893 - $80,335	1,278 Added 32.87%	5,166 $266,000
Q1 2022 May 20, 2022	BUY	$50.03 - $63.64 $194,516 - $247,432	3,888 New	3,888 $240,000
Q3 2021 Nov 16, 2021	SELL	$54.23 - $60.4 $190,672 - $212,366	-3,516 Closed	0 $0
Q2 2021 Aug 24, 2021	SELL	$52.18 - $59.24 $47,535 - $53,967	-911 Reduced 20.58%	3,516 $201,000
Q1 2021 May 17, 2021	SELL	$46.07 - $57.17 $16,907 - $20,981	-367 Reduced 7.66%	4,427 $236,000

Q4 2020 Feb 18, 2021	BUY	$38.84 - $51.49 $186,198 - $246,843	4,794 New	4,794 $235,000
Q2 2020 Aug 14, 2020	SELL	$22.52 - $45.69 $290,980 - $590,360	-12,921 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$16.97 - $63.05 $11,318 - $42,054	-667 Reduced 4.91%	12,921 $346,000
Q4 2019 Feb 14, 2020	BUY	$55.15 - $74.56 $36,178 - $48,911	656 Added 5.07%	13,588 $785,000
Q3 2019 Nov 18, 2019	SELL	$66.92 - $75.23 $14,655 - $16,475	-219 Reduced 1.67%	12,932 $944,000
Q2 2019 Aug 27, 2019	BUY	$57.77 - $71.76 $759,733 - $943,715	13,151 New	13,151 $899,000
Q1 2019 May 20, 2019	SELL	$56.92 - $65.25 $748,896 - $858,494	-13,157 Closed	0 $0
Q4 2018 Feb 19, 2019	SELL	$52.86 - $65.47 $77,915 - $96,502	-1,474 Reduced 10.07%	13,157 $771,000
Q3 2018 Nov 15, 2018	BUY	$53.66 - $60.12 $785,099 - $879,615	14,631 New	14,631 $796,000

690

346M

1.83M

279K

Ticker VTR
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 399,712,992
Market Cap $20.7B
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...

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Ep Wealth Advisors, LLC with notifications on news.