JFG
VTR icon

Jefferies Financial Group’s Ventas VTR Stock Holding History

Jefferies Financial Group’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 		– Sell
-6,896
Closed -$534K – 2264
2025
Q4 		$534K Buy
+6,896
New +$520K ﹤0.01% 1318
2025
Q2 		– Sell
-37,500
Closed -$2.58M – 1876
2025
Q1 		$2.58M Buy
37,500
+32,190
+606% +$2.06M 0.04% 484
2024
Q4 		$313K Buy
+5,310
New +$334K ﹤0.01% 1252
2024
Q3 		– Sell
-16,935
Closed -$868K – 1824
2024
Q2 		$868K Buy
+16,935
New +$793K 0.02% 799
2023
Q3 		– Sell
-22,000
Closed -$1.04M – 2054
2023
Q2 		$1.04M Sell
22,000
-15,500
-41% -$703K 0.02% 898
2023
Q1 		$1.63M Sell
37,500
-26,200
-41% -$1.26M 0.03% 727
2022
Q4 		$2.87M Buy
+63,700
New +$2.69M 0.05% 538

Other funds holding VTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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