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Ventas shares owned by Roxbury Financial

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $76k 1.1k 69.96
2025-06-30 $68k 1.1k 63.12
2025-03-31 $75k 1.1k 69.15
2024-12-31 $69k 1.1k 64.10

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding Ventas

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
APG Asset Management US
Dimensional Fund Advisors
Resolution Capital
Centersquare Investment Management
Northern Trust
Invesco
Charles Schwab Investment Management
Massachusetts Financial Services

View all funds holding Ventas