Heirloom Wealth Management Ventas, Inc. Transaction History

Heirloom Wealth Management

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$39.65 - $50.95 $159,313 - $204,717	4,018 New	4,018 $200,000
Q1 2022 May 17, 2022	SELL	$50.03 - $63.64 $202,621 - $257,742	-4,050 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$45.69 - $56.9 $185,044 - $230,445	4,050 New	4,050 $209,000

785

366M

856K

618K

Ticker VTR
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 399,712,992
Market Cap $24.4B
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...

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