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
Tip: Access up to 7 years of quarterly data
All positions including Ventas held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ventas by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |