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Ventas shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Ventas (VTR) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-12-31 $370k 4.8k 77.39
2025-09-30 $284k 4.1k 69.99

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for waypoint wealth counsel

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