HIM
VTR icon

Hillsdale Investment Management’s Ventas VTR Stock Holding History

Hillsdale Investment Management’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
2025
Q4 		– Sell
-200
Closed -$14K – 766
2025
Q3 		$14K Sell
200
-7,500
-97% -$504K ﹤0.01% 528
2025
Q2 		$486K Sell
7,700
-1,500
-16% -$97.9K 0.02% 400
2025
Q1 		$633K Buy
+9,200
New +$587K 0.03% 333

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hillsdale Investment Management's VTR Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Ventas (VTR) in Q4 2025, closing a stake of 200 shares — an estimated $14K sold.

Hillsdale Investment Management first reported a position in VTR in Q1 2025 and held it in 3 quarters. The position peaked at $633K in Q1 2025. 929 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Ventas position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 200 Ventas shares in Q4 2025, an estimated $14K.
  • Hillsdale Investment Management first reported a position in Ventas in Q1 2025 and held it in 3 quarters.
  • Hillsdale Investment Management's Ventas position peaked at $633K in Q1 2025.
  • 929 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.