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Ventas shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $532 6 88.83

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Ventas

BlackRock
Jpmorgan Chase & Co
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Principal Financial Group
APG Asset Management US
Capital World Investors
T. Rowe Price Associates
WCM Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Ventas