VTR β€” VENTAS INC

Ownership history in Edgestream Partners, L.P.  Β·  22 quarters on record

AI Ownership Summary

Edgestream Partners, L.P. reported VENTAS INC (VTR) in 22 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows VTR at 0.05% 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 Edgestream Partners, 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 Q3

VTR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

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.

How Edgestream Partners, L.P. held VTR β€” position size vs. price
% of Fund (quarterly)    VTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23,220 -2,598 -10.1% 0.05% $1.6M 2025-11-12 $76.43
2025 Q1 ADDED 25,818 +14,553 +129.2% 0.06% $1.8M 2025-05-02 $65.19
2024 Q4 ADDED 11,265 +6,917 +159.1% 0.03% $663K 2025-02-07 $58.93
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Edgestream Partners, 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 Edgestream Partners, L.P. reported owning VTR?

Edgestream Partners, L.P. reported VTR across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VTR position in Edgestream Partners, L.P.'s portfolio?

The largest reported portfolio weight for VTR was 0.06% in 2025 Q1.

What is the latest reported VTR position on this page?

The most recent filing on this page is 2025 Q3, when Edgestream Partners, L.P. reported 23,220 shares, equal to 0.05% of portfolio, with an estimated market value of $1.6M.

What does the chart on this VTR ownership page compare?

The chart compares Edgestream Partners, 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.

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