Corient Private Wealth’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
159,385
+68,048
| +75% | +$4.3M | 0.01% | 569 |
|
|
2025
Q1 | $6.28M | Sell |
91,337
-52,424
| -36% | -$3.61M | 0.01% | 625 |
|
|
2024
Q4 | $8.47M | Sell |
143,761
-7,272
| -5% | -$428K | 0.01% | 550 |
|
|
2024
Q3 | $9.69M | Buy |
151,033
+1,245
| +0.8% | +$79.8K | 0.02% | 559 |
|
|
2024
Q2 | $7.68M | Buy |
149,788
+6,227
| +4% | +$319K | 0.01% | 588 |
|
|
2024
Q1 | $6.25M | Buy |
143,561
+59,678
| +71% | +$2.6M | 0.01% | 648 |
|
|
2023
Q4 | $4.18M | Buy |
83,883
+1,327
| +2% | +$66.1K | 0.01% | 742 |
|
|
2023
Q3 | $3.48M | Buy |
82,556
+1,611
| +2% | +$67.9K | 0.01% | 730 |
|
|
2023
Q2 | $3.83M | Sell |
80,945
-445
| -0.5% | -$21K | 0.01% | 709 |
|
|
2023
Q1 | $3.53M | Buy |
81,390
+49,587
| +156% | +$2.15M | 0.01% | 687 |
|
|
2022
Q4 | $1.43M | Buy |
+31,803
| New | +$1.43M | 0.01% | 805 |
|