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Jefferies Group’s VTR Holdings & Trades

First Buy
Q4 2022
Duration Held
10 Quarters
Largest Add
Q4 2022
+63,700 Shares
Current Position
6,896 Shares
$533,612 Value

Jefferies Group's VTR Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 6,896 shares of Ventas, Inc. (VTR) worth $533,612, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 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
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 10 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 Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 6,896 shares of Ventas, Inc. (VTR), valued at approximately $533,612.

As of the Q4 2025 filing, Ventas, Inc. (VTR) represents approximately 0.00% 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.