Sava Infond
VTR icon

Sava Infond’s Ventas VTR Stock Holding History

Sava Infond’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 		$6.7M Buy
78,770
+39,385
+100% +$3.61M 0.39% 50
2026
Q2 		$3.5M Sell
39,385
-4,500
-10% -$384K 0.25% 65
2026
Q1 		$3.59M Sell
43,885
-4,000
-8% -$327K 0.51% 45
2025
Q4 		$3.71M Buy
47,885
+5,450
+13% +$411K 0.5% 42
2025
Q3 		$2.97M Buy
42,435
+3,000
+8% +$202K 0.42% 47
2025
Q2 		$2.49M Sell
39,435
-1,000
-2% -$65.3K 0.39% 45
2025
Q1 		$2.78M Buy
40,435
+3,170
+9% +$202K 0.53% 41
2024
Q4 		$2.19M Buy
+37,265
New +$2.34M 0.39% 51

Other funds holding VTR

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sava Infond's VTR Position: Q3 2026 in Review

Sava Infond increased its Ventas (VTR) stake by 100% in Q3 2026, buying an estimated $3.61M and bringing the position to 78,770 shares worth $6.7M. The position accounts for 0.39% of the portfolio, ranked #50.

Sava Infond first reported a position in VTR in Q4 2024 and has held it in 8 quarters since. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Sava Infond held 78,770 shares of Ventas worth $6.7M as of Q3 2026.
  • Sava Infond bought 39,385 Ventas shares in Q3 2026, an estimated $3.61M.
  • Ventas made up 0.39% of Sava Infond's portfolio in Q3 2026, its #50 holding.
  • Sava Infond first reported a position in Ventas in Q4 2024 and has held it in 8 quarters since.
  • 481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Sava Infond's 13F filing for Q3 2026, filed 28 Oct 2026.