Jefferies Financial Group
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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
Q3 		$18.8M Buy
220,710
+206,280
+1,430% +$18.9M 0.14% 129
2026
Q2 		$1.28M Buy
+14,430
New +$1.23M 0.01% 865
2026
Q1 		– Sell
-6,896
Closed -$534K – 2241
2025
Q4 		$534K Buy
+6,896
New +$520K ﹤0.01% 1318
2025
Q2 		– Sell
-37,500
Closed -$2.58M – 1846
2025
Q1 		$2.58M Buy
37,500
+32,190
+606% +$2.06M 0.02% 484
2024
Q4 		$313K Buy
+5,310
New +$334K ﹤0.01% 1252
2024
Q3 		– Sell
-16,935
Closed -$868K – 1796
2024
Q2 		$868K Buy
+16,935
New +$793K 0.01% 799
2023
Q3 		– Sell
-22,000
Closed -$1.04M – 2018
2023
Q2 		$1.04M Sell
22,000
-15,500
-41% -$703K 0.01% 898
2023
Q1 		$1.63M Sell
37,500
-26,200
-41% -$1.26M 0.01% 727
2022
Q4 		$2.87M Buy
+63,700
New +$2.69M 0.02% 538

Other funds holding VTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Jefferies Financial Group's VTR Position: Q3 2026 in Review

Jefferies Financial Group increased its Ventas (VTR) stake by 1,430% in Q3 2026, buying an estimated $18.9M and bringing the position to 220,710 shares worth $18.8M. The position accounts for 0.14% of the portfolio, ranked #129.

Jefferies Financial Group first reported a position in VTR in Q4 2022 and has held it in 9 quarters since. 590 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Jefferies Financial Group held 220,710 shares of Ventas worth $18.8M as of Q3 2026.
  • Jefferies Financial Group bought 206,280 Ventas shares in Q3 2026, an estimated $18.9M.
  • Ventas made up 0.14% of Jefferies Financial Group's portfolio in Q3 2026, its #129 holding.
  • Jefferies Financial Group first reported a position in Ventas in Q4 2022 and has held it in 9 quarters since.
  • 590 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.