Ventas shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Ventas (VTR) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Ventas
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Quarterly reported holdings in Ventas by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 73k | 69.99 |
| 2025-06-30 | $4.6M | 72k | 63.15 |
| 2025-03-31 | $4.9M | 72k | 68.76 |
| 2024-12-31 | $4.2M | 73k | 58.05 |
| 2024-09-30 | $4.5M | 72k | 62.38 |
| 2024-06-30 | $3.7M | 71k | 52.24 |
| 2024-03-31 | $2.9M | 69k | 42.24 |
| 2022-09-30 | $1.6M | 42k | 38.32 |
| 2021-12-31 | $2.1M | 41k | 51.13 |
| 2021-09-30 | $2.2M | 40k | 55.22 |