Ventas shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Ventas (VTR) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Ventas
Tip: Access up to 7 years of quarterly data
All positions including Ventas held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ventas by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.1M | 13k | 81.78 |
| 2025-12-31 | $1.0M | 13k | 77.38 |
| 2025-09-30 | $1.0M | 15k | 69.99 |
| 2025-06-30 | $883k | 14k | 63.15 |
| 2025-03-31 | $897k | 13k | 68.76 |
| 2024-12-31 | $724k | 12k | 58.89 |
| 2024-09-30 | $725k | 11k | 64.13 |
| 2024-06-30 | $541k | 11k | 51.26 |
| 2024-03-31 | $429k | 9.9k | 43.54 |
| 2023-12-31 | $473k | 9.5k | 49.84 |
| 2023-09-30 | $389k | 9.2k | 42.13 |
| 2023-06-30 | $399k | 8.4k | 47.27 |
| 2023-03-31 | $349k | 8.1k | 43.35 |
| 2022-12-31 | $2.7M | 60k | 45.05 |
| 2022-09-30 | $1.7M | 43k | 40.18 |
| 2022-06-30 | $2.4M | 46k | 51.42 |
| 2022-03-31 | $2.6M | 43k | 61.76 |
| 2021-12-31 | $2.0M | 39k | 51.13 |
| 2021-09-30 | $2.0M | 37k | 55.21 |
| 2021-06-30 | $2.0M | 35k | 57.11 |
| 2021-03-31 | $1.7M | 31k | 53.35 |
| 2020-12-31 | $2.1M | 42k | 49.03 |
| 2020-09-30 | $1.8M | 42k | 41.97 |
| 2020-06-30 | $1.9M | 51k | 36.62 |
| 2020-03-31 | $1.4M | 51k | 26.80 |
| 2019-12-31 | $1.3M | 23k | 57.74 |
| 2019-09-30 | $1.3M | 18k | 73.03 |
| 2019-06-30 | $1.2M | 18k | 68.34 |
| 2019-03-31 | $1.1M | 17k | 63.79 |
| 2018-12-31 | $942k | 16k | 58.58 |
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