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Ventas shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $38k 765 49.84
2020-09-30 $32k 765 41.83

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Ventas

Vanguard Group
Jpmorgan Chase & Co
Principal Financial Group
APG Asset Management US
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Duff & Phelps Investment Management
CI Investments

View all funds holding Ventas