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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

VTR holding history

Ventas, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTR overviewAll 13F holders of VTRFull Q3 2025 holdings

Shares (Q3 2025)
13,491
Value
$944.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of VTR by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202513,491$944.2K<0.1%+76+0.6%AddedHolders
Q2 202513,415$847.2K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202412,858$757.2K<0.1%−661−4.9%ReducedHolders
Q3 202413,519$867.0K<0.1%−61−0.4%ReducedHolders
Q2 202413,580$696.1K<0.1%+11+0.1%AddedHolders
Q1 202413,569$590.8K<0.1%−143−1.0%ReducedHolders
Q4 202313,712$683.4K<0.1%+112+0.8%AddedHolders
Q3 202313,600$573.0K<0.1%−1,835−11.9%ReducedHolders
Q2 202315,435$729.6K<0.1%−458−2.9%ReducedHolders
Q1 202315,893$689.0K<0.1%+1,927+13.8%AddedHolders
Q4 202213,966$629.2K<0.1%+2,649+23.4%AddedHolders
Q3 202211,317$455.0K<0.1%−3,412−23.2%ReducedHolders
Q2 202214,729$758.0K0.1%+2,560+21.0%AddedHolders
Q1 202212,169$752.0K<0.1%+3,138+34.7%AddedHolders
Q4 20219,031$462.0K<0.1%−239−2.6%ReducedHolders
Q3 20219,270$512.0K<0.1%+188+2.1%AddedHolders
Q2 20219,082$519.0K<0.1%+389+4.5%AddedHolders
Q1 20218,693$464.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.