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Ventas shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $671k 8.7k 77.38

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

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
Nuveen

View all funds holding Ventas