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Ventas shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 2.5k 82.01
2025-12-31 $193k 2.5k 77.37

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding Ventas

BlackRock
Jpmorgan Chase & Co
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Principal Financial Group
APG Asset Management US
Capital World Investors
T. Rowe Price Associates
WCM Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Ventas