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Ventas shares owned by Bbjs Financial Advisors

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Bbjs Financial Advisors from 13F filings

Historical chart of Bbjs Financial Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Bbjs Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $960k 19k 49.84
2023-09-30 $767k 18k 42.13
2023-06-30 $733k 16k 47.27
2023-03-31 $620k 14k 43.35
2022-12-31 $474k 11k 45.05

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Gl Clean Ene Etf (ICLN)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Bbjs Financial Advisors

Top funds holding Ventas

Vanguard Group
Jpmorgan Chase & Co
Principal Financial Group
APG Asset Management US
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Duff & Phelps Investment Management
CI Investments

View all funds holding Ventas