A detailed history of New Edge Wealth, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,881 shares of VTR stock, worth $628,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,881
Previous 5,182 90.68%
Holding current value
$628,431
Previous $265,000 138.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$50.88 - $65.33 $239,085 - $306,985
4,699 Added 90.68%
9,881 $633,000
Q2 2024

Aug 01, 2024

SELL
$41.68 - $51.26 $5,626 - $6,920
-135 Reduced 2.54%
5,182 $265,000
Q4 2023

Jan 29, 2024

SELL
$39.65 - $50.95 $2,458 - $3,158
-62 Reduced 1.15%
5,317 $264,000
Q3 2023

Nov 08, 2023

SELL
$41.41 - $49.69 $51,431 - $61,714
-1,242 Reduced 18.76%
5,379 $226,000
Q2 2023

Aug 09, 2023

SELL
$41.97 - $48.05 $6,085 - $6,967
-145 Reduced 2.14%
6,621 $312,000
Q1 2023

May 08, 2023

BUY
$41.69 - $53.0 $35,311 - $44,891
847 Added 14.31%
6,766 $293,000
Q4 2022

Feb 14, 2023

BUY
$36.04 - $46.52 $15,821 - $20,422
439 Added 8.01%
5,919 $266,000
Q3 2022

Nov 14, 2022

BUY
$39.65 - $53.78 $217,282 - $294,714
5,480 New
5,480 $220,000
Q1 2022

May 10, 2022

SELL
$50.03 - $63.64 $512,707 - $652,182
-10,248 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$45.69 - $56.9 $468,231 - $583,111
10,248 New
10,248 $524,000

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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