Foresight Group Ltd Liability Partnership VTR — Ventas Inc

Ownership history in Foresight Group Ltd Liability Partnership  ·  7 quarters on record

AI Ownership Summary

Foresight Group Ltd Liability Partnership reported Ventas Inc (VTR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.68% in 2026 Q1. The latest visible filing shows VTR at 1.68% 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.

What this VTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foresight Group Ltd Liability Partnership'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
2026 Q1

VTR was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Foresight Group Ltd Liability Partnership fund profile Foresight Group Ltd Liability Partnership full holdings
How Foresight Group Ltd Liability Partnership 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 116,591 -15,985 -12.1% 1.68% $9.5M 2026-05-04 $87.79
2025 Q4 REDUCED 14.4% +6.4% ❌ 132,576 -22,303 -14.4% 1.57% $10.4M 2026-02-17 $86.34
2025 Q3 REDUCED — — — 154,879 -3,904 -2.5% 1.60% $10.7M 2025-11-06 $74.02
2025 Q2 ADDED — — — 158,783 +45,484 +40.1% 1.42% $10.0M 2025-08-13 $66.70
2025 Q1 ADDED — — — 113,299 +95,530 +537.6% 1.25% $7.8M 2025-05-13 $62.46
2024 Q4 ADDED — — — 17,769 +11,769 +196.2% 0.16% $1.0M 2025-01-15 $56.10
2024 Q3 INITIATED — — — 6,000 — — 0.55% $286K 2024-10-22 $62.19

🏢 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% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 1.38% Vigil Wealth Management, LLC 1.32% ANTIPODES PARTNERS Ltd 3Y 7Y 1.25%

FAQ About Foresight Group Ltd Liability Partnership and VTR

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

How long has Foresight Group Ltd Liability Partnership reported owning VTR?

Foresight Group Ltd Liability Partnership reported VTR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VTR position in Foresight Group Ltd Liability Partnership's portfolio?

The largest reported portfolio weight for VTR was 1.68% in 2026 Q1.

What is the latest reported VTR position on this page?

The most recent filing on this page is 2026 Q1, when Foresight Group Ltd Liability Partnership reported 116,591 shares, equal to 1.68% of portfolio, with an estimated market value of $9.5M.

What does the chart on this VTR ownership page compare?

The chart compares Foresight Group Ltd Liability Partnership'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 Foresight Group Ltd Liability Partnership time their VTR position?

Based on 13F filing dates vs. subsequent VTR price moves, Foresight Group Ltd Liability Partnership correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on VTR relative to SPY over the holding period was +7.8%.

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