A detailed history of Life Plan Financial, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Life Plan Financial, LLC holds 15,357 shares of VTR stock, worth $1.02 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
15,357
Previous 11,751 30.69%
Holding current value
$1.02 Million
Previous $602 Million 63.5%
% of portfolio
0.85%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$50.88 - $65.33 $183,473 - $235,579
3,606 Added 30.69%
15,357 $985 Million
Q2 2024

Jul 30, 2024

BUY
$41.68 - $51.26 $16,088 - $19,786
386 Added 3.4%
11,751 $602 Million
Q1 2024

Apr 30, 2024

BUY
$42.29 - $50.57 $88,005 - $105,236
2,081 Added 22.41%
11,365 $495 Million
Q4 2023

Jan 30, 2024

BUY
$39.65 - $50.95 $368,110 - $473,019
9,284 New
9,284 $463 Million

Others Institutions Holding VTR

About Ventas, Inc.


  • Ticker VTR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 399,712,992
  • Market Cap $26.6B
  • Description
  • Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...
More about VTR
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.