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Ventas shares owned by Strategic Wealth Management

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

Historical chart of Strategic Wealth Management investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Strategic Wealth Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $137k 2.7k 51.20
2021-09-30 $148k 2.7k 55.31
2021-06-30 $282k 4.9k 57.04
2021-03-31 $264k 4.9k 53.40
2020-12-31 $242k 4.9k 48.95
2020-09-30 $217k 5.2k 41.92
2020-06-30 $1.9M 51k 36.61

More positions owned by Strategic Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Fs Kkr Capital Corp (FSK)
First Tr Exchange Traded Consumr Staple (FXG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Spdr Gold Tr Gold Shs (GLD)
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Dynamic Income SHS (PDI)
Global X Fds Cloud Computng (CLOU)
Osi Etf Tr Oshs Gbl Inter
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr U.s. Med Dvc Etf (IHI)
First Tr Exchange-traded First Tr Enh New (FTSM)
Advanced Micro Devices (AMD)

View all positions for Strategic Wealth Management

Top funds holding Ventas

Vanguard Group
Jpmorgan Chase & Co
Principal Financial Group
APG Asset Management US
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Duff & Phelps Investment Management
CI Investments

View all funds holding Ventas