CANTOR FITZGERALD INVESTMENT ADVISORS L.P. VTR VENTAS INC

Ownership history in CANTOR FITZGERALD INVESTMENT ADVISORS L.P.  ·  13 quarters on record

AI Ownership Summary

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. reported VENTAS INC (VTR) in 13 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.28% in 2024 Q2. The latest visible filing shows VTR at 0.82% 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 CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'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 Q4

VTR was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

How CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 19.9% +6.4% 143,806 -35,746 -19.9% 0.82% $11.1M 2026-01-23 $76.05
2025 Q3 ADDED 179,552 +632 +0.4% 0.85% $12.6M 2025-10-21 $68.96
2025 Q2 ADDED 178,920 +20,244 +12.8% 0.80% $11.3M 2025-07-18 $64.16
2025 Q1 REDUCED 26.7% -7.5% 158,676 -57,715 -26.7% 0.79% $10.9M 2025-04-22 $66.08
2024 Q4 REDUCED 14.2% +17.6% 216,391 -35,760 -14.2% 0.88% $12.7M 2025-01-28 $58.45
2024 Q3 REDUCED 22.5% -8.1% 252,151 -73,133 -22.5% 1.10% $16.2M 2024-10-25 $61.94
2024 Q2 REDUCED 325,284 -9,334 -2.8% 1.28% $16.7M 2024-07-19 $50.46
2024 Q1 ADDED 334,618 +95,821 +40.1% 1.08% $14.6M 2024-04-30 $41.55
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CANTOR FITZGERALD INVESTMENT ADVISORS L.P. and VTR

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

How long has CANTOR FITZGERALD INVESTMENT ADVISORS L.P. reported owning VTR?

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. reported VTR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VTR position in CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s portfolio?

The largest reported portfolio weight for VTR was 1.28% in 2024 Q2.

What is the latest reported VTR position on this page?

The most recent filing on this page is 2025 Q4, when CANTOR FITZGERALD INVESTMENT ADVISORS L.P. reported 143,806 shares, equal to 0.82% of portfolio, with an estimated market value of $11.1M.

What does the chart on this VTR ownership page compare?

The chart compares CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'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 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. time their VTR position?

Based on 13F filing dates vs. subsequent VTR price moves, CANTOR FITZGERALD INVESTMENT ADVISORS L.P. correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on VTR relative to SPY over the holding period was +10.2%.

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