LASALLE INVESTMENT MANAGEMENT SECURITIES LLC VTR — VENTAS Common Stock

Ownership history in LASALLE INVESTMENT MANAGEMENT SECURITIES LLC  ·  95 quarters on record

AI Ownership Summary

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported VENTAS Common Stock (VTR) in 95 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.32% in 2025 Q4. The latest visible filing shows VTR at 3.11% 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 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's position in VENTAS Common Stock, 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 3.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.32% in 2025 Q4

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 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 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC fund profile LASALLE INVESTMENT MANAGEMENT SECURITIES LLC full holdings
How LASALLE INVESTMENT MANAGEMENT SECURITIES 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30.9% +9.2% ❌ 963,351 -430,319 -30.9% 3.11% $78.8M 2026-05-13 $89.82
2025 Q4 REDUCED 10.3% +6.4% ❌ 1,393,670 -159,210 -10.3% 4.32% $107.8M 2026-02-10 $82.88
2025 Q3 ADDED — — — 1,552,880 +1,427,151 +1135.1% 4.27% $108.7M 2025-11-12 $75.50
2025 Q2 REDUCED 68.9% +9.6% ❌ 125,729 -278,939 -68.9% 0.32% $7.9M 2025-08-12 $66.80
2025 Q1 ADDED — — — 404,668 +34,973 +9.5% 1.22% $27.8M 2025-05-14 $61.67
2024 Q4 REDUCED — — — 369,695 -6,486 -1.7% 0.92% $21.8M 2025-02-13 $62.40
2024 Q3 REDUCED 36.6% -8.1% ✅ 376,181 -217,197 -36.6% 0.92% $24.1M 2024-11-12 $61.48
2024 Q2 REDUCED 16.8% +26.2% ❌ 593,378 -120,071 -16.8% 1.30% $30.4M 2024-08-08 $55.85
2024 Q1 REDUCED 26.4% +17.9% ❌ 713,449 -255,863 -26.4% 1.28% $31.1M 2024-06-14 $47.02
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTR

As of 2026 Q2 — sorted by position size

Vert Asset Management LLC 3Y 6.17% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 5.02% CHILTON CAPITAL MANAGEMENT LLC 3Y 7Y 3.05% Pensionfund PDN 3Y 7Y 3.05% Pensionfund Sabic 3Y 7Y 2.96% Steigerwald, Gordon & Koch Inc. 3Y 7Y 2.42% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 2.4% Foresight Group Ltd Liability Partnership 2.02% Old North State Wealth Management, LLC 1.63% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 1.59%

FAQ About LASALLE INVESTMENT MANAGEMENT SECURITIES 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 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported owning VTR?

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported VTR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VTR position in LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's portfolio?

The largest reported portfolio weight for VTR was 4.32% in 2025 Q4.

What is the latest reported VTR position on this page?

The most recent filing on this page is 2026 Q1, when LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported 963,351 shares, equal to 3.11% of portfolio, with an estimated market value of $78.8M.

What does the chart on this VTR ownership page compare?

The chart compares LASALLE INVESTMENT MANAGEMENT SECURITIES 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 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC time their VTR position?

Based on 13F filing dates vs. subsequent VTR price moves, LASALLE INVESTMENT MANAGEMENT SECURITIES LLC correctly timed 46 out of 92 reported position changes (50%). The annualised alpha on VTR relative to SPY over the holding period was +2.1%.

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