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Ventas shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 2.5k 81.78

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core 60/40 Balan (AOR)
Ishares Core Msci Emkt (IEMG)
Trimble Navigation (TRMB)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding Ventas

Vanguard Group
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
APG Asset Management US
Capital World Investors
Dimensional Fund Advisors
Morgan Stanley
Charles Schwab Investment Management
Centersquare Investment Management
Northern Trust

View all funds holding Ventas