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Ventas shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 52k 77.86

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Val Etf (MGV)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding Ventas

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
APG Asset Management US
Capital World Investors
Dimensional Fund Advisors
Centersquare Investment Management
Charles Schwab Investment Management
Norges Bank Investment Management
Legal & General Group
Northern Trust

View all funds holding Ventas