Aspect Partners’s Ventas VTR Stock Holding History

Aspect Partners’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.08K	Buy	48 +1	+2%	+$92	﹤0.01%	433
2026 Q2	$4.17K	Hold	47	–	–	﹤0.01%	446
2026 Q1	$3.84K	Buy	47 +25	+114%	+$2.05K	﹤0.01%	399
2025 Q4	$1.7K	Buy	22 +6	+38%	+$453	﹤0.01%	562
2025 Q3	$1.12K	Buy	16 +7	+78%	+$470	﹤0.01%	644
2025 Q2	$568	Hold	9	–	–	﹤0.01%	556
2025 Q1	$619	Hold	9	–	–	﹤0.01%	530
2024 Q4	$530	Hold	9	–	–	﹤0.01%	555
2024 Q3	$577	Hold	9	–	–	﹤0.01%	510
2024 Q2	$461	Buy	9 +2	+29%	+$94	﹤0.01%	533
2024 Q1	$305	Sell	7 -8	-53%	-$363	﹤0.01%	535
2023 Q4	$748	Buy	+15	New	+$672	﹤0.01%	490

Other funds holding VTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aspect Partners's VTR Position: Q3 2026 in Review

Aspect Partners increased its Ventas (VTR) stake by 2.1% in Q3 2026, buying an estimated $92 and bringing the position to 48 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Aspect Partners first reported a position in VTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.17K in Q2 2026. 210 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Aspect Partners held 48 shares of Ventas worth $4.08K as of Q3 2026.
Aspect Partners bought 1 Ventas share in Q3 2026, an estimated $92.
Ventas made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #433 holding.
Aspect Partners first reported a position in Ventas in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Ventas position peaked at $4.17K in Q2 2026.
210 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.