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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

VTR holding history

Ventas, Inc. in every 13F filed by CX Institutional, 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 2026 holdings

Shares (Q3 2026)
4,389
Value
$373.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of VTR by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20264,389$373.0K<0.1%+697+18.9%AddedHolders
Q2 20263,692$328.0K<0.1%−311−7.8%ReducedHolders
Q1 20264,003$327.0K<0.1%−343−7.9%ReducedHolders
Q4 20254,346$336.0K<0.1%+365+9.2%AddedHolders
Q3 20253,981$279.0K<0.1%+733+22.6%AddedHolders
Q2 20253,248$205.0K<0.1%−9−0.3%ReducedHolders
Q1 20253,257$224.0K<0.1%+3,257NewHolders
Q3 20220$00.0%−726−100.0%Sold outHolders
Q2 2022726$37.0K<0.1%+726NewHolders
Q4 20210$00.0%−846−100.0%Sold outHolders
Q3 2021846$47.0K<0.1%+15+1.8%AddedHolders
Q2 2021831$47.0K<0.1%+176+26.9%AddedHolders
Q1 2021655$35.0K<0.1%––Holders

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