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Ventas shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Ventas

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

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Quarterly reported holdings in Ventas by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 14 71.57
2025-06-30 $896 14 64.07
2025-03-31 $969 14 69.29

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
Loar Holdings Equity (LOAR)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Ventas

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
APG Asset Management US
Dimensional Fund Advisors
Resolution Capital
Centersquare Investment Management
Northern Trust
Invesco
Charles Schwab Investment Management
Massachusetts Financial Services

View all funds holding Ventas