Lighthouse Investment Partners, LLC VTR VENTAS INC

Ownership history in Lighthouse Investment Partners, LLC  ·  12 quarters on record

AI Ownership Summary

Lighthouse Investment Partners, LLC reported VENTAS INC (VTR) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.78% in 2026 Q1. The latest visible filing shows VTR at 0.78% 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 Lighthouse Investment Partners, 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
2026 Q1

VTR was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% 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
2023 Q4 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.

How Lighthouse Investment Partners, 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 ADDED 275,523 +142,023 +106.4% 0.78% $22.5M 2026-05-14 $89.96
2025 Q4 REDUCED 57.7% +6.4% 133,500 -181,900 -57.7% 0.31% $10.3M 2026-02-17 $86.34
2025 Q3 ADDED 315,400 +109,400 +53.1% 0.67% $22.1M 2025-11-14 $77.03
2025 Q2 REDUCED 23.1% +9.6% 206,000 -62,000 -23.1% 0.49% $13.0M 2025-08-14 $66.23
2025 Q1 ADDED 268,000 +148,000 +123.3% 0.76% $18.4M 2025-05-15 $63.10
2024 Q4 ADDED 120,000 +35,000 +41.2% 0.23% $7.1M 2025-02-14 $64.30
2024 Q2 REDUCED 57.5% +26.2% 85,000 -115,000 -57.5% 0.17% $4.4M 2024-08-14 $55.73
2024 Q1 ADDED 200,000 +185,000 +1233.3% 0.40% $8.7M 2024-05-13 $44.94
2023 Q4 REDUCED 85.0% -13.1% 15,000 -85,000 -85.0% 0.03% $748K 2024-02-14 $42.61
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lighthouse Investment Partners, 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 Lighthouse Investment Partners, LLC reported owning VTR?

Lighthouse Investment Partners, LLC reported VTR across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTR position in Lighthouse Investment Partners, LLC's portfolio?

The largest reported portfolio weight for VTR was 0.78% in 2026 Q1.

What is the latest reported VTR position on this page?

The most recent filing on this page is 2026 Q1, when Lighthouse Investment Partners, LLC reported 275,523 shares, equal to 0.78% of portfolio, with an estimated market value of $22.5M.

What does the chart on this VTR ownership page compare?

The chart compares Lighthouse Investment Partners, 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 Lighthouse Investment Partners, LLC time their VTR position?

Based on 13F filing dates vs. subsequent VTR price moves, Lighthouse Investment Partners, LLC correctly timed 3 out of 11 reported position changes (27%). The annualised alpha on VTR relative to SPY over the holding period was +3.7%.

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