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Ventas shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Ventas (VTR) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 332 81.78
2025-12-31 $26k 332 77.38
2025-03-31 $206 3 68.67

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Spear Alpha Etf Etf (SPRX)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for GoalVest Advisory

Top funds holding Ventas

Vanguard Group
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
APG Asset Management US
Capital World Investors
Dimensional Fund Advisors
Morgan Stanley
Charles Schwab Investment Management
Centersquare Investment Management
Northern Trust

View all funds holding Ventas