ALETHEA CAPITAL MANAGEMENT, LLC VTR — VENTAS INC

Ownership history in ALETHEA CAPITAL MANAGEMENT, LLC  ·  9 quarters on record

AI Ownership Summary

ALETHEA CAPITAL MANAGEMENT, LLC reported VENTAS INC (VTR) in 9 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.36% in 2025 Q3. The latest visible filing shows VTR at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALETHEA CAPITAL MANAGEMENT, LLC's position in VENTAS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VTR was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTR stock page ALETHEA CAPITAL MANAGEMENT, LLC fund profile ALETHEA CAPITAL MANAGEMENT, LLC full holdings
How ALETHEA CAPITAL MANAGEMENT, LLC held VTR — position size vs. price
% of Fund (quarterly)    VTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 8,040 +3,525 +78.1% 0.36% $563K 2025-11-14 $77.03
2024 Q4 REDUCED 65.4% +17.6% ❌ 4,515 -8,520 -65.4% 0.23% $266K 2025-02-14 $64.30
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTR

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 6.1% Pensionfund PDN 3Y 7Y 3.15% Pensionfund Sabic 3Y 7Y 3.07% Steigerwald, Gordon & Koch Inc. 3Y 7Y 2.33% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 2.22% Old North State Wealth Management, LLC 1.64% ELEVATUS WELATH MANAGEMENT 1.49% Vigil Wealth Management, LLC 1.32% Gilman Hill Asset Management, LLC 3Y 7Y 1.14% Kentucky Trust Co 0.88%

FAQ About ALETHEA CAPITAL MANAGEMENT, LLC and VTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALETHEA CAPITAL MANAGEMENT, LLC reported owning VTR?

ALETHEA CAPITAL MANAGEMENT, LLC reported VTR across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VTR position in ALETHEA CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VTR was 0.36% in 2025 Q3.

What is the latest reported VTR position on this page?

The most recent filing on this page is 2025 Q3, when ALETHEA CAPITAL MANAGEMENT, LLC reported 8,040 shares, equal to 0.36% of portfolio, with an estimated market value of $563K.

What does the chart on this VTR ownership page compare?

The chart compares ALETHEA CAPITAL MANAGEMENT, LLC's quarterly VTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALETHEA CAPITAL MANAGEMENT, LLC time their VTR position?

Based on 13F filing dates vs. subsequent VTR price moves, ALETHEA CAPITAL MANAGEMENT, LLC correctly timed 5 out of 8 reported position changes (62%).

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