Ventas shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Ventas (VTR) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Ventas
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Quarterly reported holdings in Ventas by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 1.2k | 69.77 |
| 2025-06-30 | $77k | 1.2k | 63.01 |
| 2024-12-31 | $69k | 1.2k | 58.62 |
| 2024-09-30 | $75k | 1.2k | 63.72 |
| 2024-06-30 | $60k | 1.2k | 50.98 |
| 2024-03-31 | $51k | 1.2k | 43.74 |
| 2023-12-31 | $59k | 1.2k | 50.08 |
| 2023-09-30 | $49k | 1.2k | 42.02 |
| 2023-06-30 | $54k | 1.2k | 46.79 |
| 2023-03-31 | $51k | 1.2k | 44.19 |
| 2022-12-31 | $46k | 1.2k | 39.86 |
| 2022-09-30 | $46k | 1.2k | 39.86 |
| 2022-06-30 | $59k | 1.2k | 51.13 |
| 2022-03-31 | $10k | 154 | 64.94 |
| 2021-12-31 | $8.0k | 154 | 51.95 |
| 2021-09-30 | $9.0k | 154 | 58.44 |
| 2021-06-30 | $9.0k | 154 | 58.44 |
| 2021-03-31 | $8.0k | 150 | 53.33 |
| 2020-12-31 | $7.0k | 150 | 46.67 |
| 2020-09-30 | $27k | 637 | 42.39 |
| 2020-06-30 | $23k | 637 | 36.11 |
| 2020-03-31 | $17k | 637 | 26.69 |
More positions owned by Efficient Wealth Management
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