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Ventas shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $423k 5.2k 81.78
2019-09-30 $3.3M 45k 73.03
2019-06-30 $3.1M 45k 68.33
2019-03-31 $2.7M 42k 63.80
2018-12-31 $1.3M 23k 58.59
2018-09-30 $560k 10k 53.97
2016-12-31 $5.0k 78 64.10

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies Common Stock (PLTR)
Williams Cos Common Stock (WMB)
Pimco Ehnanced MF Closed and MF Open (MINT)
Vertiv Holdings Common Stock (VRT)
Jackson Financial Common Stock (JXN)
F/m U S MF Closed and MF Open (TBIL)
Alphabet Common Stock (GOOGL)
Kinder Morgan Common Stock (KMI)
Applovin Corp Common Stock (APP)
Abbvie Common Stock (ABBV)
Micron Technology Common Stock (MU)

View all positions for Ibex Wealth Advisors

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