NEOS 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 | $3.43M | Buy |
54,389
+18,557
| +52% | +$1.17M | 0.04% | 293 |
|
|
2025
Q1 | $2.46M | Buy |
35,832
+14,431
| +67% | +$992K | 0.05% | 302 |
|
|
2024
Q4 | $1.26M | Buy |
21,401
+4,973
| +30% | +$293K | 0.03% | 363 |
|
|
2024
Q3 | $1.05M | Buy |
16,428
+3,248
| +25% | +$207K | 0.03% | 370 |
|
|
2024
Q2 | $670K | Buy |
13,180
+3,984
| +43% | +$202K | 0.03% | 403 |
|
|
2024
Q1 | $400K | Buy |
9,196
+3,663
| +66% | +$159K | 0.02% | 437 |
|
|
2023
Q4 | $276K | Buy |
+5,533
| New | +$276K | 0.03% | 413 |
|