Ventas shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Ventas (VTR) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Ventas
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Quarterly reported holdings in Ventas by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $489k | 7.6k | 64.13 |
| 2024-06-30 | $270k | 5.3k | 51.26 |
| 2024-03-31 | $273k | 6.3k | 43.54 |
| 2023-12-31 | $364k | 7.3k | 49.84 |
| 2023-09-30 | $337k | 8.0k | 42.13 |
| 2023-06-30 | $444k | 9.4k | 47.27 |
| 2023-03-31 | $444k | 10k | 43.35 |
| 2022-12-31 | $465k | 10k | 45.05 |
| 2022-09-30 | $426k | 11k | 40.13 |