Roberts Wealth Advisors, LLC Ventas, Inc. Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 71,813 shares of VTR stock, worth $4.2 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
71,813
Previous 71,073
1.04%
Holding current value
$4.2 Million
Previous $3.64 Million
26.43%
% of portfolio
1.57%
Previous 1.33%
Shares
7 transactions
Others Institutions Holding VTR
# of Institutions
784Shares Held
348MCall Options Held
856KPut Options Held
618K-
Vanguard Group Inc Valley Forge, PA65.6MShares$3.84 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY43.3MShares$2.53 Billion0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY27.6MShares$1.61 Billion0.14% of portfolio
-
State Street Corp Boston, MA26.7MShares$1.56 Billion0.07% of portfolio
-
Apg Asset Management Us Inc. New York, NY12.9MShares$752 Million5.64% of portfolio
About Ventas, Inc.
- Ticker VTR
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 399,712,992
- Market Cap $23.4B
- 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...