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Ventas shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 19k 63.15
2024-06-30 $792k 15k 51.79
2024-03-31 $648k 15k 42.58

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbvie (ABBV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Abbott Laboratories (ABT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding Ventas

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Principal Financial Group
APG Asset Management US
Geode Capital Management
Resolution Capital
Centersquare Investment Management
Dimensional Fund Advisors
T. Rowe Price Associates
Legal & General Group
Massachusetts Financial Services
Charles Schwab Investment Management

View all funds holding Ventas