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Castleview Partners, LLC

SEC CIK
0001737088
Latest filing
Jul 20, 2026

VTR holding history

Ventas, Inc. in every 13F filed by Castleview Partners, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
2,840
Value
$252.2K
% of portfolio
0.1%
Quarters held
13
Since Q2 2021
Holdings of VTR by Castleview Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,840$252.2K0.1%+2,840NewHolders
Q4 20240$00.0%−1,999−100.0%Sold outHolders
Q3 20241,999$128.2K0.1%−1,365−40.6%ReducedHolders
Q2 20243,364$172.4K0.1%+1,339+66.1%AddedHolders
Q1 20242,025$88.2K<0.1%+27+1.4%AddedHolders
Q4 20231,998$99.6K0.1%+1,944+3,600.0%AddedHolders
Q3 202354$2.27K<0.1%00.0%UnchangedHolders
Q2 202354$2.55K<0.1%+24+80.0%AddedHolders
Q1 202330$1.30K<0.1%+30NewHolders
Q4 20220$00.0%−1,846−100.0%Sold outHolders
Q3 20221,846$74.0K0.1%+396+27.3%AddedHolders
Q2 20221,450––−366−20.2%ReducedHolders
Q1 20221,816$112.0K0.1%−7,232−79.9%ReducedHolders
Q4 20219,048$177.0K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202136$2.00K<0.1%–No prior filingHolders