James T. Borello’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$12.6K Hold
148
– – ﹤0.01% 544
2026
Q2
$13.1K Buy
148
+4
+3% +$341 ﹤0.01% 516
2026
Q1
$11.8K Buy
144
+45
+45% +$3.68K ﹤0.01% 516
2025
Q4
$7.66K Buy
99
+68
+219% +$5.13K ﹤0.01% 487
2025
Q3
$2.17K Buy
31
+6
+24% +$403 ﹤0.01% 709
2025
Q2
$1.58K Buy
+25
New +$1.63K ﹤0.01% 264

Other funds holding VTR

James T. Borello's VTR Position: Q3 2026 in Review

James T. Borello held its Ventas (VTR) position steady in Q3 2026 at 148 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

James T. Borello first reported a position in VTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.1K in Q2 2026. 321 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • James T. Borello held 148 shares of Ventas worth $12.6K as of Q3 2026.
  • James T. Borello left its Ventas share count unchanged in Q3 2026.
  • Ventas made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #544 holding.
  • James T. Borello first reported a position in Ventas in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello's Ventas position peaked at $13.1K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.