Cerity Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.13M | Buy |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $981K | Sell |
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|
2024
Q1 | $961K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.8M | Buy |
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|
2019
Q4 | $5.7M | Buy |
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|
2019
Q3 | $7.05M | Sell |
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|
2019
Q2 | $6.75M | Buy |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $224K | Buy |
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