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VI

Ventas, Inc. 13F Filings Tracker & Analysis

CIK: 0000740260

Concentrated strategyLong-term holder

Total reported value

$80.0M

Reporting period: 2026-03-31 · Number of holdings: 1

Ventas, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $80.0M and a quarterly turnover rate of 3.1%.

Browse other institutions with under $100M AUM Browse other institutions starting with "V"

Personality snowflake

Concentration: 100
Portfolio Stability: 3.11
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Unchanged ARDT
0.0%　-$2.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	ARDT	Ardent Health INC	Stock-Other	100.00%	—	—

Portfolio Performance

Performance for Q3 2026

+4%

Performance Last 4 Quarters

-4.2%

Stdev: +51.4%
Beta: +1.08
Alpha: -30.9%
Max Drawdown: -43.9%
Annualized Perf: -22.9%
Batting Avg vs S&P: +52.9%
Sortino: -0.28
Stutzer: -0.07
Treynor: -0.11
Sterling: -0.42
Calmar: -0.52
Information Ratio: -0.6
Tracking Error: +49.2%
Stdev Down: +40.9%
Winning Months %: +52.9%
Losing Months %: +47.1%
Best 12 Months: -4.2%
Worst 12 Months: -37.7%
Efficiency Ratio: +0.16
Sharpe: -0.22
Stdev Sectors: —
Skewness: -0.95
Kurtosis: +0.89
Upside Potential: +1.5

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$80.0M	3	1ARDT Top holdings2026-03-31 1.ARDT
2025-12-31	1	$82.5M	40	1ARDT Top holdings2025-12-31 1.ARDT
2025-09-30	1	$123.8M	0	1ARDT Top holdings2025-09-30 1.ARDT
2024-12-31	1	$159.6M	0	1ARDT Top holdings2024-12-31 1.ARDT

Holding changes this quarter

Position changes disclosed by Ventas, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ARDT	Ardent Health INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR

FAQ

What is Ventas, Inc. and what type of investor is it?

Ventas, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $80.0M, spread across 1 disclosed positions.

What are Ventas, Inc.'s largest equity positions?

Based on the latest 13F filing, Ventas, Inc.'s top holdings by market value are: 1. Ardent Health INC (ARDT) — $80.0M (100.0%)

What changes did Ventas, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Ventas, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Ventas, Inc. focus on?

Sector breakdown data is not yet available for Ventas, Inc.. Check back after the next 13F processing cycle.

Peer Institutions

Institutions with a similar AUM

Elite Life Management LLC

CIK 0002010262

Total reported value

$80.0M

57 stks

2026-03-31

Concentration37.4

Portfolio Stability31.1

Sector conviction67.9

AUM within 0.0% of this institution

Glaxis Capital Management, LLC

CIK 0001542161

Total reported value

$79.9M

41 stks

2026-03-31

Concentration30.4

Portfolio Stability100.0

Sector conviction72.6

AUM within 0.1% of this institution

Kr Capital Advisors INC

CIK 0000740918

Total reported value

$80.0M

14 stks

2015-12-31

Stale — no recent filing

Concentration35.8

Portfolio Stability55.4

Sector conviction100.0

AUM within 0.1% of this institution

Similar Holdings Style

Institutions with overlapping top holdings

Chai Trust Co LLC

CIK 0001250731

Total reported value

$1.2B

12 stks

2026-03-31

Concentration100.0

Portfolio Stability7.2

Sector conviction100.0

1 of the top 5 holdings overlap, including Ardent Health INC