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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

VTR holding history

Ventas, Inc. in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2022
Holdings of VTR by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,897−100.0%Sold outHolders
Q1 20263,897$318.7K0.1%−7−0.2%ReducedHolders
Q4 20253,904$302.1K<0.1%+3,904NewHolders
Q4 20240$00.0%−7,617−100.0%Sold outHolders
Q3 20247,617$488.5K0.1%+2,347+44.5%AddedHolders
Q2 20245,270$270.1K0.1%−1,000−15.9%ReducedHolders
Q1 20246,270$273.0K0.1%−1,025−14.1%ReducedHolders
Q4 20237,295$363.6K0.1%−700−8.8%ReducedHolders
Q3 20237,995$336.8K0.1%−1,396−14.9%ReducedHolders
Q2 20239,391$443.9K0.2%−861−8.4%ReducedHolders
Q1 202310,252$444.4K0.2%−61−0.6%ReducedHolders
Q4 202210,313$464.6K0.2%−303−2.9%ReducedHolders
Q3 202210,616$426.0K0.2%–No prior filingHolders