Morgan Stanley’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $522M | Buy |
6,387,470
+43,123
| +0.7% | +$3.53M | 0.03% | 517 |
|
|
2025
Q4 | $491M | Buy |
6,344,347
+1,051,836
| +20% | +$79.3M | 0.03% | 539 |
|
|
2025
Q3 | $370M | Buy |
5,292,511
+114,252
| +2% | +$7.68M | 0.02% | 636 |
|
|
2025
Q2 | $327M | Buy |
5,178,259
+251,911
| +5% | +$16.4M | 0.02% | 647 |
|
|
2025
Q1 | $339M | Buy |
4,926,348
+386,133
| +9% | +$24.7M | 0.02% | 610 |
|
|
2024
Q4 | $267M | Sell |
4,540,215
-54,079
| -1% | -$3.4M | 0.02% | 708 |
|
|
2024
Q3 | $295M | Buy |
4,594,294
+203,820
| +5% | +$11.9M | 0.02% | 654 |
|
|
2024
Q2 | $225M | Buy |
4,390,474
+19,395
| +0.4% | +$908K | 0.02% | 741 |
|
|
2024
Q1 | $190M | Sell |
4,371,079
-4,502,919
| -51% | -$205M | 0.02% | 825 |
|
|
2023
Q4 | $442M | Buy |
8,873,998
+4,410,115
| +99% | +$198M | 0.02% | 725 |
|
|
2023
Q3 | $188M | Sell |
4,463,883
-561,576
| -11% | -$25.3M | 0.02% | 723 |
|
|
2023
Q2 | $238M | Buy |
5,025,459
+325,099
| +7% | +$14.7M | 0.02% | 642 |
|
|
2023
Q1 | $204M | Buy |
4,700,360
+200,584
| +4% | +$9.67M | 0.02% | 688 |
|
|
2022
Q4 | $203M | Buy |
4,499,776
+907,148
| +25% | +$38.3M | 0.02% | 681 |
|
|
2022
Q3 | $144M | Buy |
3,592,628
+127,943
| +4% | +$6.29M | 0.02% | 722 |
|
|
2022
Q2 | $178M | Buy |
3,464,685
+1,210,497
| +54% | +$67.8M | 0.02% | 640 |
|
|
2022
Q1 | $139M | Sell |
2,254,188
-50,769
| -2% | -$2.77M | 0.02% | 672 |
|
|
2021
Q4 | $118M | Sell |
2,304,957
-146,875
| -6% | -$7.67M | 0.01% | 793 |
|
|
2021
Q3 | $135M | Sell |
2,451,832
-216,612
| -8% | -$12.4M | 0.02% | 680 |
|
|
2021
Q2 | $152M | Buy |
2,668,444
+691,046
| +35% | +$38.6M | 0.02% | 641 |
|
|
2021
Q1 | $105M | Sell |
1,977,398
-969,121
| -33% | -$49.7M | 0.02% | 741 |
|
|
2020
Q4 | $144M | Buy |
2,946,519
+273,068
| +10% | +$12.6M | 0.02% | 574 |
|
|
2020
Q3 | $112M | Sell |
2,673,451
-973,288
| -27% | -$38.9M | 0.02% | 559 |
|
|
2020
Q2 | $134M | Buy |
3,646,739
+924,181
| +34% | +$30.5M | 0.03% | 461 |
|
|
2020
Q1 | $73M | Buy |
2,722,558
+409,729
| +18% | +$20.3M | 0.02% | 590 |
|
|
2019
Q4 | $134M | Buy |
2,312,829
+73,037
| +3% | +$4.59M | 0.03% | 500 |
|
|
2019
Q3 | $164M | Buy |
2,239,792
+89,630
| +4% | +$6.36M | 0.04% | 400 |
|
|
2019
Q2 | $147M | Sell |
2,150,162
-558,416
| -21% | -$35.6M | 0.04% | 436 |
|
|
2019
Q1 | $173M | Sell |
2,708,578
-430,769
| -14% | -$26.9M | 0.05% | 369 |
|
|
2018
Q4 | $184M | Sell |
3,139,347
-1,271,645
| -29% | -$75M | 0.06% | 334 |
|
|
2018
Q3 | $240M | Sell |
4,410,992
-255,099
| -5% | -$14.8M | 0.06% | 320 |
|
|
2018
Q2 | $266M | Sell |
4,666,091
-1,132,274
| -20% | -$59.3M | 0.07% | 272 |
|
|
2018
Q1 | $287M | Sell |
5,798,365
-62,996
| -1% | -$3.3M | 0.08% | 253 |
|
|
2017
Q4 | $352M | Sell |
5,861,361
-350,333
| -6% | -$22.1M | 0.1% | 218 |
|
|
2017
Q3 | $405M | Sell |
6,211,694
-712,108
| -10% | -$48M | 0.12% | 180 |
|
|
2017
Q2 | $481M | Sell |
6,923,802
-451,829
| -6% | -$30.1M | 0.15% | 163 |
|
|
2017
Q1 | $480M | Sell |
7,375,631
-941,931
| -11% | -$58.7M | 0.15% | 150 |
|
|
2016
Q4 | $520M | Buy |
8,317,562
+307,873
| +4% | +$19.5M | 0.17% | 132 |
|
|
2016
Q3 | $566M | Sell |
8,009,689
-70,932
| -0.9% | -$5.15M | 0.19% | 116 |
|
|
2016
Q2 | $588M | Buy |
8,080,621
+385,795
| +5% | +$25.4M | 0.21% | 104 |
|
|
2016
Q1 | $484M | Sell |
7,694,826
-301,151
| -4% | -$16.9M | 0.19% | 126 |
|
|
2015
Q4 | $451M | Sell |
7,995,977
-101,590
| -1% | -$5.53M | 0.16% | 144 |
|
|
2015
Q3 | $454M | Buy |
8,097,567
+157,835
| +2% | +$10.4M | 0.17% | 137 |
|
|
2015
Q2 | $563M | Buy |
7,939,732
+911,764
| +13% | +$71.2M | 0.2% | 119 |
|
|
2015
Q1 | $586M | Buy |
7,027,968
+2,039,060
| +41% | +$176M | 0.22% | 108 |
|
|
2014
Q4 | $408M | Sell |
4,988,908
-452,774
| -8% | -$35.7M | 0.15% | 158 |
|
|
2014
Q3 | $385M | Sell |
5,441,682
-464,415
| -8% | -$33.9M | 0.15% | 160 |
|
|
2014
Q2 | $432M | Buy |
5,906,097
+810,327
| +16% | +$60.2M | 0.17% | 136 |
|
|
2014
Q1 | $352M | Sell |
5,095,770
-371,262
| -7% | -$25.8M | 0.15% | 164 |
|
|
2013
Q4 | $358M | Buy |
5,467,032
+703,508
| +15% | +$48.9M | 0.15% | 159 |
|
|
2013
Q3 | $335M | Buy |
4,763,524
+636,635
| +15% | +$47.2M | 0.16% | 155 |
|
|
2013
Q2 | $327M | Buy |
+4,126,889
| New | +$354M | 0.17% | 151 |
|
Other funds holding VTR
VPM
VCM
AAMU
Morgan Stanley's VTR Position: Q1 2026 in Review
Morgan Stanley increased its Ventas (VTR) stake by 0.68% in Q1 2026, buying an estimated $3.53M and bringing the position to 6,387,470 shares worth $522M. The position accounts for 0.03% of the portfolio, ranked #517.
Morgan Stanley first reported a position in VTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $588M in Q2 2016. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.
- Morgan Stanley held 6,387,470 shares of Ventas worth $522M as of Q1 2026.
- Morgan Stanley bought 43,123 Ventas shares in Q1 2026, an estimated $3.53M.
- Ventas made up 0.03% of Morgan Stanley's portfolio in Q1 2026, its #517 holding.
- Morgan Stanley first reported a position in Ventas in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Ventas position peaked at $588M in Q2 2016.
- 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.