Personal Cfo Solutions, LLC Ventas, Inc. Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,336 shares of VTR stock, worth $338,208. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,336
Previous 5,194 16.52%
Holding current value
$338,208
Previous $357,000 15.13%
% of portfolio
0.05%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$62.76 - $69.99 $53,848 - $60,051
-858 Reduced 16.52%
4,336 $303,000
Q1 2025

Apr 30, 2025
BUY
$56.9 - $70.47 $455 - $563
8 Added 0.15%
5,194 $357,000
Q4 2024

Feb 07, 2025
BUY
$57.73 - $66.48 $9,929 - $11,434
172 Added 3.43%
5,186 $305,000
Q3 2024

Nov 14, 2024
BUY
$50.88 - $65.33 $41,263 - $52,982
811 Added 19.3%
5,014 $321,000
Q2 2024

Aug 09, 2024
BUY
$41.68 - $51.26 $175,181 - $215,445
4,203 New
4,203 $215,000
Q4 2023

Feb 13, 2024
BUY
$39.65 - $50.95 $179,138 - $230,192
4,518 New
4,518 $225,000
Q2 2023

Aug 10, 2023
SELL
$41.97 - $48.05 $923 - $1,057
-22 Reduced 0.45%
4,829 $228,000
Q1 2023

May 09, 2023
SELL
$41.69 - $53.0 $750 - $954
-18 Reduced 0.37%
4,851 $210,000
Q4 2022

Feb 14, 2023
BUY
$36.04 - $46.52 $175,478 - $226,505
4,869 New
4,869 $219,000
Q2 2022

Aug 05, 2022
BUY
$48.43 - $62.86 $484 - $628
10 Added 0.21%
4,765 $245,000
Q1 2022

May 02, 2022
SELL
$50.03 - $63.64 $3,452 - $4,391
-69 Reduced 1.43%
4,755 $294,000
Q4 2021

Feb 11, 2022
SELL
$45.69 - $56.9 $4,523 - $5,633
-99 Reduced 2.01%
4,824 $247,000
Q3 2021

Nov 18, 2021
SELL
$54.23 - $60.4 $2,386 - $2,657
-44 Reduced 0.89%
4,923 $272,000
Q2 2021

Jul 22, 2021
BUY
$52.18 - $59.24 $23,481 - $26,658
450 Added 9.96%
4,967 $284,000
Q1 2021

Apr 21, 2021
SELL
$46.07 - $57.17 $5,666 - $7,031
-123 Reduced 2.65%
4,517 $241,000
Q4 2020

Feb 09, 2021
SELL
$38.84 - $51.49 $12,234 - $16,219
-315 Reduced 6.36%
4,640 $227,000
Q3 2020

Nov 02, 2020
SELL
$34.27 - $45.48 $19,362 - $25,696
-565 Reduced 10.24%
4,955 $0
Q2 2020

Aug 03, 2020
BUY
$22.52 - $45.69 $124,310 - $252,208
5,520 New
5,520 $202,000
Q1 2020

Apr 30, 2020
SELL
$16.97 - $63.05 $66,895 - $248,543
-3,942 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$55.15 - $74.56 $8,272 - $11,184
-150 Reduced 3.67%
3,942 $228,000
Q3 2019

Nov 13, 2019
BUY
$66.92 - $75.23 $273,836 - $307,841
4,092 New
4,092 $299,000

Others Institutions Holding VTR

# of Institutions
921
Shares Held
418M
Call Options Held
709K
Put Options Held
190K
View Full List

About Ventas, Inc.

VTR Quotes by TradingView
  • Ticker VTR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 399,712,992
  • Market Cap $31.2B
  • 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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