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Ventas shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $985k 15k 64.13
2024-06-30 $602k 12k 51.26
2024-03-31 $495k 11k 43.54
2023-12-31 $463k 9.3k 49.84

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibonds Dec 29 (IBTJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
salesforce (CRM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Ventas

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Principal Financial Group
APG Asset Management US
Geode Capital Management
Centersquare Investment Management
Dimensional Fund Advisors
T. Rowe Price Associates
Massachusetts Financial Services
Charles Schwab Investment Management
Morgan Stanley
Deutsche Bank Aktiengesellschaft

View all funds holding Ventas