Convergence Investment Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Buy |
10,315
+2,009
| +24% | +$127K | 0.17% | 179 |
|
|
2025
Q1 | $571K | Buy |
+8,306
| New | +$571K | 0.16% | 183 |
|
|
2021
Q2 | – | Sell |
-2,665
| Closed | -$142K | – | 287 |
|
|
2021
Q1 | $142K | Buy |
+2,665
| New | +$142K | 0.06% | 235 |
|
|
2018
Q2 | – | Sell |
-576
| Closed | -$29K | – | 898 |
|
|
2018
Q1 | $29K | Buy |
+576
| New | +$29K | ﹤0.01% | 525 |
|