Wiser Advisor Group »

Ventas shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ventas by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $22k 376 58.90
2024-09-30 $24k 373 64.21
2024-06-30 $19k 371 51.18
2024-03-31 $16k 366 43.57

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

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
Northern Trust
T. Rowe Price Associates
Dimensional Fund Advisors
Massachusetts Financial Services
Norges Bank Investment Management

View all funds holding Ventas