Icon Wealth Advisors »

Ventas shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ventas by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $610k 7.0k 87.37

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Growth Etf Etf (EFG)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Apple Stock (AAPL)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)

View all positions for Icon 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