Corient Private Wealth’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.29M Sell
2025
Q1
$6.28M Sell
2024
Q4
$8.47M Sell
2024
Q3
$9.69M Buy
2024
Q2
$7.68M Buy
2024
Q1
$6.25M Buy
2023
Q4
$4.18M Buy
2023
Q3
$3.48M Buy
2023
Q2
$3.83M Sell
2023
Q1
$3.53M Buy
2022
Q4
$1.43M Buy