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Bayforest Capital’s Ventas VTR Stock Holding History

Bayforest Capital’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 		$106K Buy
1,245
+270
+28% +$24.8K 0.16% 248
2026
Q2 		$86.6K Sell
975
-138
-12% -$11.8K 0.08% 465
2026
Q1 		$91K Sell
1,113
-409
-27% -$33.5K 0.1% 390
2025
Q4 		$118K Sell
1,522
-4,376
-74% -$330K 0.09% 428
2025
Q3 		$413K Buy
+5,898
New +$396K 0.2% 191
2025
Q1 		– Sell
-1,909
Closed -$112K – 906
2024
Q4 		$112K Buy
+1,909
New +$120K 0.14% 284

Other funds holding VTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bayforest Capital's VTR Position: Q3 2026 in Review

Bayforest Capital increased its Ventas (VTR) stake by 28% in Q3 2026, buying an estimated $24.8K and bringing the position to 1,245 shares worth $106K. The position accounts for 0.16% of the portfolio, ranked #248.

Bayforest Capital first reported a position in VTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $413K in Q3 2025. 590 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Bayforest Capital held 1,245 shares of Ventas worth $106K as of Q3 2026.
  • Bayforest Capital bought 270 Ventas shares in Q3 2026, an estimated $24.8K.
  • Ventas made up 0.16% of Bayforest Capital's portfolio in Q3 2026, its #248 holding.
  • Bayforest Capital first reported a position in Ventas in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Ventas position peaked at $413K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.