Ventas shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Ventas (VTR) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Ventas
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Quarterly reported holdings in Ventas by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $916k | 10k | 89.32 |
| 2026-03-31 | $438k | 5.3k | 82.30 |
| 2025-12-31 | $342k | 4.4k | 77.38 |
| 2025-09-30 | $304k | 4.3k | 69.99 |
| 2025-06-30 | $329k | 5.2k | 63.16 |
| 2025-03-31 | $357k | 5.2k | 68.77 |
| 2024-12-31 | $305k | 5.2k | 58.89 |
| 2024-09-30 | $322k | 5.0k | 64.13 |
| 2024-06-30 | $216k | 4.2k | 51.27 |
| 2023-06-30 | $228k | 4.8k | 47.27 |
| 2023-03-31 | $210k | 4.9k | 43.35 |
| 2022-12-31 | $219k | 4.9k | 45.05 |
| 2022-06-30 | $245k | 4.8k | 51.42 |
| 2022-03-31 | $294k | 4.8k | 61.83 |
| 2021-12-31 | $247k | 4.8k | 51.20 |
| 2021-09-30 | $272k | 4.9k | 55.25 |
| 2021-06-30 | $284k | 5.0k | 57.18 |
| 2021-03-31 | $241k | 4.5k | 53.35 |
| 2020-12-31 | $228k | 4.6k | 49.14 |
| 2020-09-30 | $0 | 5.0k | 0.00 |
| 2020-06-30 | $202k | 5.5k | 36.59 |
| 2019-12-31 | $228k | 3.9k | 57.84 |
| 2019-09-30 | $299k | 4.1k | 73.07 |