A detailed history of Roberts Wealth Advisors, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 69,365 shares of VTR stock, worth $3.56 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
69,365
Holding current value
$3.56 Million
% of portfolio
1.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$42.29 - $50.57 $2.93 Million - $3.51 Million
69,365 New
69,365 $3.02 Million
Q3 2022

Oct 13, 2022

BUY
$39.65 - $53.78 $1.67 Million - $2.27 Million
42,173 New
42,173 $1.62 Million
Q1 2022

Apr 12, 2022

SELL
$50.03 - $63.64 $2.07 Million - $2.63 Million
-41,325 Closed
0 $0
Q4 2021

Jan 12, 2022

BUY
$45.69 - $56.9 $40,572 - $50,527
888 Added 2.2%
41,325 $2.11 Million
Q3 2021

Oct 12, 2021

BUY
$54.23 - $60.4 $2.19 Million - $2.44 Million
40,437 New
40,437 $2.23 Million

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 $20.5B
  • 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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