Walled Lake Planning & Wealth Management, LLC Ventas, Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$45.69 - $56.9 $18,458 - $22,987	-404 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$46.07 - $57.17 $184 - $228	4 Added 1.0%	404 $22,000
Q3 2020 Nov 13, 2020	SELL	$34.27 - $45.48 $128,923 - $171,095	-3,762 Reduced 90.39%	400 $17,000
Q1 2020 May 15, 2020	BUY	$16.97 - $63.05 $23,758 - $88,270	1,400 Added 50.69%	4,162 $112,000
Q4 2019 May 15, 2020	BUY	$55.15 - $74.56 $152,324 - $205,934	2,762 New	2,762 $159,000

Others Institutions Holding VTR

# of Institutions

784

Shares Held

366M

Call Options Held

856K

Put Options Held

618K

Vanguard Group Inc Valley Forge, PA

65.6M
Shares

$4.17 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

43.3M
Shares

$2.75 Billion
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

27.6M
Shares

$1.75 Billion
0.15% of portfolio
State Street Corp Boston, MA

26.7M
Shares

$1.69 Billion
0.07% of portfolio
Principal Financial Group Inc Des Moines, IA

18.9M
Shares

$1.2 Billion
0.7% of portfolio

View Full List

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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