CX Institutional
VTR icon

CX Institutional’s Ventas VTR Stock Holding History

CX Institutional’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 		$373K Buy
4,389
+697
+19% +$63.9K 0.01% 551
2026
Q2 		$328K Sell
3,692
-311
-8% -$26.5K 0.01% 594
2026
Q1 		$327K Sell
4,003
-343
-8% -$28.1K 0.01% 580
2025
Q4 		$336K Buy
4,346
+365
+9% +$27.5K 0.01% 536
2025
Q3 		$279K Buy
3,981
+733
+23% +$49.3K 0.01% 594
2025
Q2 		$205K Sell
3,248
-9
-0.3% -$588 0.01% 621
2025
Q1 		$224K Buy
+3,257
New +$208K 0.01% 567
2022
Q3 		– Sell
-726
Closed -$37K – 1118
2022
Q2 		$37K Buy
+726
New +$40.6K ﹤0.01% 733
2021
Q4 		– Sell
-846
Closed -$47K – 888
2021
Q3 		$47K Buy
846
+15
+2% +$859 ﹤0.01% 596
2021
Q2 		$47K Buy
831
+176
+27% +$9.8K ﹤0.01% 578
2021
Q1 		$35K Buy
655
+136
+26% +$6.98K ﹤0.01% 562
2020
Q4 		$25K Buy
519
+58
+13% +$2.68K ﹤0.01% 571
2020
Q3 		$19K Buy
461
+233
+102% +$9.32K ﹤0.01% 560
2020
Q2 		$8K Buy
228
+161
+240% +$5.32K ﹤0.01% 601
2020
Q1 		$2K Sell
67
-30
-31% -$1.49K ﹤0.01% 695
2019
Q4 		$6K Sell
97
-6
-6% -$377 ﹤0.01% 528
2019
Q3 		$8K Buy
103
+6
+6% +$426 ﹤0.01% 506
2019
Q2 		$7K Buy
97
+14
+17% +$893 ﹤0.01% 558
2019
Q1 		$5K Buy
83
+68
+453% +$4.25K ﹤0.01% 559
2018
Q4 		$1K Buy
+15
New +$884 ﹤0.01% 517

Other funds holding VTR

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CX Institutional's VTR Position: Q3 2026 in Review

CX Institutional increased its Ventas (VTR) stake by 19% in Q3 2026, buying an estimated $63.9K and bringing the position to 4,389 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #551.

CX Institutional first reported a position in VTR in Q4 2018 and has held it in 20 quarters since. 210 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • CX Institutional held 4,389 shares of Ventas worth $373K as of Q3 2026.
  • CX Institutional bought 697 Ventas shares in Q3 2026, an estimated $63.9K.
  • Ventas made up 0.01% of CX Institutional's portfolio in Q3 2026, its #551 holding.
  • CX Institutional first reported a position in Ventas in Q4 2018 and has held it in 20 quarters since.
  • 210 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.