Kovitz Investment Group Partners
VTR icon

Kovitz Investment Group Partners’s Ventas VTR Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-40,257
Closed -$2.54M – 1488
2025
Q2 		$2.54M Sell
40,257
-803
-2% -$52.4K 0.01% 578
2025
Q1 		$2.82M Sell
41,060
-465
-1% -$29.7K 0.01% 513
2024
Q4 		$2.45M Buy
+41,525
New +$2.61M 0.01% 536

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's VTR Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Ventas (VTR) in Q3 2025, closing a stake of 40,257 shares — an estimated $2.54M sold.

Kovitz Investment Group Partners first reported a position in VTR in Q4 2024 and held it in 3 quarters. The position peaked at $2.82M in Q1 2025. 826 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Ventas position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 40,257 Ventas shares in Q3 2025, an estimated $2.54M.
  • Kovitz Investment Group Partners first reported a position in Ventas in Q4 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Ventas position peaked at $2.82M in Q1 2025.
  • 826 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.