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Ventas shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.4k 30 47.27
2023-03-31 $1.3k 30 43.37

More positions owned by WealthPlan Investment Management

Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment 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
Dimensional Fund Advisors
Resolution Capital
Centersquare Investment Management
Northern Trust
Invesco
Charles Schwab Investment Management
Nuveen

View all funds holding Ventas