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Ventas shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 34k 69.99
2025-06-30 $2.1M 34k 63.15
2025-03-31 $2.5M 37k 68.76
2024-12-31 $1.6M 27k 58.89
2024-09-30 $521k 8.1k 64.13

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

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