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Ventas shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 3.7k 64.12
2024-06-30 $225k 4.4k 51.26
2023-12-31 $307k 6.2k 49.84

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Pasadena Private Wealth

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