Ventas shares owned by Dynamic Wealth Strategies
Quarter-by-quarter ownership of Ventas (VTR) shares owned by Dynamic Wealth Strategies
from 13F filings
Historical chart of Dynamic Wealth Strategies investment in Ventas
Tip: Access up to 7 years of quarterly data
All positions including Ventas held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ventas by Dynamic Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $25k | 300 | 81.78 |
| 2025-06-30 | $7.4k | 117 | 63.15 |
| 2025-03-31 | $16k | 226 | 68.76 |
| 2024-09-30 | $41k | 642 | 63.86 |
| 2024-06-30 | $42k | 812 | 51.72 |
| 2024-03-31 | $35k | 812 | 43.10 |