Roberts Wealth Advisors, LLC Ventas, Inc. Transaction History
Roberts Wealth Advisors, LLC
- $303 Million
- Q4 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Ventas, Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 72,465 shares of VTR stock, worth $4.82 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
72,465
Previous 71,813
0.91%
Holding current value
$4.82 Million
Previous $4.61 Million
7.36%
% of portfolio
1.41%
Previous 1.57%
Shares
8 transactions
Others Institutions Holding VTR
# of Institutions
816Shares Held
386MCall Options Held
855KPut Options Held
531K-
Vanguard Group Inc Valley Forge, PA66.5MShares$4.42 Billion0.07% of portfolio
-
Black Rock Inc. New York, NY43.3MShares$2.88 Billion0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY29.7MShares$1.98 Billion0.14% of portfolio
-
State Street Corp Boston, MA27.2MShares$1.81 Billion0.06% of portfolio
-
Principal Financial Group Inc Des Moines, IA18.6MShares$1.24 Billion0.64% of portfolio
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...