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Ventas shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 2.7k 77.39
2024-09-30 $8.6k 134 63.94

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Capital Performance Advisors

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
Nuveen

View all funds holding Ventas