A detailed history of Naviter Wealth, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 27,177 shares of VTR stock, worth $1.73 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
27,177
Previous 28,992 6.26%
Holding current value
$1.73 Million
Previous $1.49 Million 17.29%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Oct 16, 2024

SELL
$50.88 - $65.33 $92,347 - $118,573
-1,815 Reduced 6.26%
27,177 $1.74 Million
Q2 2024

Aug 01, 2024

BUY
$41.68 - $51.26 $51,266 - $63,049
1,230 Added 4.43%
28,992 $1.49 Million
Q1 2024

Apr 18, 2024

BUY
$42.29 - $50.57 $42,205 - $50,468
998 Added 3.73%
27,762 $1.21 Million
Q4 2023

Feb 05, 2024

BUY
$39.65 - $50.95 $126,998 - $163,192
3,203 Added 13.59%
26,764 $1.33 Million
Q3 2023

Nov 14, 2023

BUY
$41.41 - $49.69 $135,576 - $162,685
3,274 Added 16.14%
23,561 $992,000
Q2 2023

Jul 20, 2023

BUY
$41.97 - $48.05 $125,574 - $143,765
2,992 Added 17.3%
20,287 $958,000
Q1 2023

Apr 12, 2023

BUY
$41.69 - $53.0 $86,881 - $110,452
2,084 Added 13.7%
17,295 $749,000
Q4 2022

Jan 31, 2023

BUY
$36.04 - $46.52 $119,724 - $154,539
3,322 Added 27.94%
15,211 $685,000
Q3 2022

Oct 27, 2022

BUY
$39.65 - $53.78 $272,117 - $369,092
6,863 Added 136.55%
11,889 $483,000
Q2 2022

Jul 18, 2022

BUY
$48.43 - $62.86 $243,409 - $315,934
5,026 New
5,026 $261,000

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 $25.4B
  • 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...
More about VTR
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