Kayne Anderson Rudnick Investment Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64K | Buy |
26
+11
| +73% | +$695 | ﹤0.01% | 870 |
|
2025
Q1 | $1.03K | Sell |
15
-23
| -61% | -$1.58K | ﹤0.01% | 856 |
|
2024
Q4 | $2.29K | Buy |
38
+23
| +153% | +$1.38K | ﹤0.01% | 811 |
|
2024
Q3 | $962 | Hold |
15
| – | – | ﹤0.01% | 884 |
|
2024
Q2 | $769 | Sell |
15
-11
| -42% | -$564 | ﹤0.01% | 880 |
|
2024
Q1 | $1.13K | Sell |
26
-2
| -7% | -$87 | ﹤0.01% | 830 |
|
2023
Q4 | $1.4K | Buy |
28
+15
| +115% | +$748 | ﹤0.01% | 795 |
|
2023
Q3 | $548 | Hold |
13
| – | – | ﹤0.01% | 790 |
|
2023
Q2 | $615 | Buy |
13
+11
| +550% | +$520 | ﹤0.01% | 785 |
|
2023
Q1 | $87 | Buy |
+2
| New | +$87 | ﹤0.01% | 755 |
|
2020
Q3 | – | Sell |
-78
| Closed | -$3K | – | 583 |
|
2020
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 488 |
|
2020
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 549 |
|
2019
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 469 |
|
2019
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 421 |
|
2019
Q2 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 430 |
|