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Ventas shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 1.2k 43.74
2023-12-31 $59k 1.2k 50.08
2023-09-30 $49k 1.2k 42.02
2023-06-30 $54k 1.2k 46.79
2023-03-31 $51k 1.2k 44.19
2022-12-31 $46k 1.2k 39.86
2022-09-30 $46k 1.2k 39.86
2022-06-30 $59k 1.2k 51.13
2022-03-31 $10k 154 64.94
2021-12-31 $8.0k 154 51.95
2021-09-30 $9.0k 154 58.44
2021-06-30 $9.0k 154 58.44
2021-03-31 $8.0k 150 53.33
2020-12-31 $7.0k 150 46.67
2020-09-30 $27k 637 42.39
2020-06-30 $23k 637 36.11
2020-03-31 $17k 637 26.69