Jefferies Group's VTR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 14,430 shares of Ventas, Inc. (VTR) worth $1.28 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in VTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 32,190 shares. Largest reduction occurred in Q2 2025, reducing 37,500 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Ventas (VTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ventas (VTR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +14,430 | New Buy | 14,430 | $88.80 |
| Q1 2026 | -6,896 | Sold Out | 0 | $0.00 |
| Q4 2025 | +6,896 | New Buy | 6,896 | $77.38 |
| Q2 2025 | -37,500 | Sold Out | 0 | $0.00 |
| Q1 2025 | +32,190 | Add 606.21% | 37,500 | $68.76 |
| Q4 2024 | +5,310 | New Buy | 5,310 | $58.89 |
| Q3 2024 | -16,935 | Sold Out | 0 | $0.00 |
| Q2 2024 | +16,935 | New Buy | 16,935 | $51.26 |
| Q3 2023 | -22,000 | Sold Out | 0 | $0.00 |
| Q2 2023 | -15,500 | Reduce 41.33% | 22,000 | $47.27 |
| Q1 2023 | -26,200 | Reduce 41.13% | 37,500 | $43.35 |
| Q4 2022 | +63,700 | New Buy | 63,700 | $45.05 |
Jefferies Group's Ventas Investment FAQs
Jefferies Group first purchased Ventas, Inc. (VTR) in Q4 2022, acquiring 63,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Ventas, Inc. (VTR) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to Ventas, Inc. (VTR) was in Q4 2022, adding 63,700 shares worth $2.87 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 14,430 shares of Ventas, Inc. (VTR), valued at approximately $1.28 M.
As of the Q2 2026 filing, Ventas, Inc. (VTR) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Ventas, Inc. (VTR) was 63,700 shares, as reported at the end of Q4 2022.