A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,584 shares of VTR stock, worth $545,942. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,584
Previous 8,726 1.63%
Holding current value
$545,942
Previous $447,000 23.04%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$50.88 - $65.33 $7,224 - $9,276
-142 Reduced 1.63%
8,584 $550,000
Q2 2024

Aug 13, 2024

BUY
$41.68 - $51.26 $7,919 - $9,739
190 Added 2.23%
8,726 $447,000
Q4 2023

Feb 06, 2024

BUY
$39.65 - $50.95 $5,154 - $6,623
130 Added 1.55%
8,536 $425,000
Q3 2023

Nov 13, 2023

SELL
$41.41 - $49.69 $5,755 - $6,906
-139 Reduced 1.63%
8,406 $354,000
Q4 2022

Feb 14, 2023

SELL
$36.04 - $46.52 $1,009 - $1,302
-28 Reduced 0.33%
8,545 $384,000
Q3 2022

Nov 14, 2022

BUY
$39.65 - $53.78 $277 - $376
7 Added 0.08%
8,573 $348,000
Q2 2022

Aug 12, 2022

SELL
$48.43 - $62.86 $4,697 - $6,097
-97 Reduced 1.12%
8,566 $444,000
Q1 2022

May 16, 2022

SELL
$50.03 - $63.64 $8,755 - $11,137
-175 Reduced 1.98%
8,663 $538,000
Q4 2021

Feb 14, 2022

BUY
$45.69 - $56.9 $403,808 - $502,882
8,838 New
8,838 $455,000

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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