Naples Global Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $484K | Hold |
|
|||||
|
2025
Q2 | $437K | Sell |
|
|||||
|
2025
Q1 | $489K | Sell |
|
|||||
|
2024
Q4 | $455K | Sell |
|
|||||
|
2024
Q3 | $524K | Sell |
|
|||||
|
2024
Q2 | $442K | Hold |
|
|||||
|
2024
Q1 | $379K | Sell |
|
|||||
|
2023
Q4 | $786K | Sell |
|
|||||
|
2023
Q3 | $688K | Buy |
|
|||||
|
2023
Q2 | $739K | Sell |
|
|||||
|
2023
Q1 | $684K | Hold |
|
|||||
|
2022
Q4 | $711K | Sell |
|
|||||
|
2022
Q3 | $691K | Buy |
|
|||||
|
2022
Q2 | $838K | Sell |
|
|||||
|
2022
Q1 | $1.01M | Hold |
|
|||||
|
2021
Q4 | $839K | Buy |
|
|||||
|
2021
Q3 | $803K | Sell |
|
|||||
|
2021
Q2 | $840K | Buy |
|
|||||
|
2021
Q1 | $761K | Hold |
|
|||||
|
2020
Q4 | $700K | Buy |
|
|||||
|
2020
Q3 | $542K | Sell |
|
|||||
|
2020
Q2 | $477K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $431K | Sell |
|
|||||
|
2019
Q3 | $550K | Sell |
|
|||||
|
2019
Q2 | $517K | Hold |
|
|||||
|
2019
Q1 | $483K | Sell |
|
|||||
|
2018
Q4 | $457K | Sell |
|
|||||
|
2018
Q3 | $421K | Sell |
|
|||||
|
2018
Q2 | $458K | Sell |
|
|||||
|
2018
Q1 | $415K | Buy |
|
|||||
|
2017
Q4 | $470K | Buy |
|
|||||
|
2017
Q3 | $482K | Buy |
|
|||||
|
2017
Q2 | $473K | Buy |
|
|||||
|
2017
Q1 | $439K | Buy |
|
|||||
|
2016
Q4 | $413K | Sell |
|
|||||
|
2016
Q3 | $484K | Hold |
|
|||||
|
2016
Q2 | $499K | Sell |
|
|||||
|
2016
Q1 | $446K | Sell |
|
|||||
|
2015
Q4 | $402K | Buy |
|
|||||
|
2015
Q3 | $332K | Buy |
|
|||||
|
2015
Q2 | $313K | Buy |
|
|||||
|
2015
Q1 | $315K | Hold |
|
|||||
|
2014
Q4 | $309K | Buy |
|
|||||
|
2014
Q3 | $234K | Buy |
|
|||||
|
2014
Q2 | $219K | Sell |
|
|||||
|
2014
Q1 | $216K | Buy |
|