Kovitz Investment Group 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	$2.54M	Sell	40,257 -803	-2%	-$50.7K	0.01%	577
2025 Q1	$2.82M	Sell	41,060 -465	-1%	-$32K	0.01%	512
2024 Q4	$2.45M	Buy	+41,525	New	+$2.45M	0.01%	535