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Ventas shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 28k 88.80
2026-03-31 $2.3M 28k 81.78
2025-12-31 $2.1M 28k 77.38

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust St Str Sp Div (SDY)
JPMorgan Chase & Co. (JPM)
Williams Companies (WMB)
Enbridge (ENB)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Shrier Wealth Management

Top funds holding Ventas

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
APG Asset Management US
Capital World Investors
T. Rowe Price Associates
Dimensional Fund Advisors
Charles Schwab Investment Management
Morgan Stanley
Cohen & Steers Capital Management
Centersquare Investment Management

View all funds holding Ventas