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Ventas shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Ventas

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ventas by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 2.3k 88.87

More positions owned by Wellspring Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Care Etf (XLV)
Ishares Tr Us Infrastruc (IFRA)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wellspring Financial Advisors

Top funds holding Ventas

BlackRock
Jpmorgan Chase & Co
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Principal Financial Group
APG Asset Management US
Capital World Investors
T. Rowe Price Associates
WCM Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Ventas