CI Investments Inc
VTR icon

CI Investments Inc’s Ventas VTR Stock Holding History

CI Investments Inc’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
Q1 		$148M Sell
1,812,752
-494,259
-21% -$40.5M 0.72% 29
2025
Q4 		$179M Sell
2,307,011
-47,414
-2% -$3.58M 0.78% 25
2025
Q3 		$165M Sell
2,354,425
-44,602
-2% -$3M 0.6% 29
2025
Q2 		$151M Sell
2,399,027
-191,940
-7% -$12.5M 0.57% 35
2025
Q1 		$178M Sell
2,590,967
-233,767
-8% -$14.9M 0.75% 20
2024
Q4 		$166M Buy
2,824,734
+52,318
+2% +$3.29M 0.63% 28
2024
Q3 		$178M Buy
2,772,416
+232,137
+9% +$13.6M 0.68% 23
2024
Q2 		$130M Sell
2,540,279
-215,006
-8% -$10.1M 0.51% 35
2024
Q1 		$120M Buy
2,755,285
+370,188
+16% +$16.8M 0.48% 43
2023
Q4 		$119M Buy
2,385,097
+2,129,855
+834% +$95.4M 0.61% 43
2023
Q3 		$10.8M Buy
255,242
+244,502
+2,277% +$11M 0.06% 207
2023
Q2 		$508K Sell
10,740
-13,326
-55% -$604K ﹤0.01% 450
2023
Q1 		$1.04M Sell
24,066
-1,337
-5% -$64.4K 0.01% 368
2022
Q4 		$1.14M Buy
25,403
+12,428
+96% +$524K 0.01% 359
2022
Q3 		$521K Buy
12,975
+12,926
+26,380% +$635K ﹤0.01% 422
2022
Q2 		$3K Sell
49
-3,135
-98% -$176K ﹤0.01% 1133
2022
Q1 		$197K Buy
3,184
+3,138
+6,822% +$171K ﹤0.01% 705
2021
Q4 		$2K Hold
46
– – ﹤0.01% 1199
2021
Q3 		$3K Buy
+46
New +$2.64K ﹤0.01% 1137

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CI Investments Inc's VTR Position: Q1 2026 in Review

CI Investments Inc reduced its Ventas (VTR) stake by 21% in Q1 2026, selling an estimated $40.5M and leaving 1,812,752 shares worth $148M. The position accounts for 0.72% of the portfolio, ranked #29.

CI Investments Inc first reported a position in VTR in Q3 2021 and has held it in 19 quarters since. The position peaked at $179M in Q4 2025. 927 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • CI Investments Inc held 1,812,752 shares of Ventas worth $148M as of Q1 2026.
  • CI Investments Inc sold 494,259 Ventas shares in Q1 2026, an estimated $40.5M.
  • Ventas made up 0.72% of CI Investments Inc's portfolio in Q1 2026, its #29 holding.
  • CI Investments Inc first reported a position in Ventas in Q3 2021 and has held it in 19 quarters since.
  • CI Investments Inc's Ventas position peaked at $179M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.