L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 11 Feb 2025
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 10 listed it in both
Shares listed
47,475,578
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

Among the 94 comparable managers: 14 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing VTR in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Fidelity (FMR LLC)21,904,986$1.3bn0.08%Trimmed-1,459,8245 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,133,172$361munder 0.1%Added+335,19214 Feb 2025 (the filing on sec.gov)
MFS Investment Management5,802,402$342m0.11%Added+382,08012 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC3,234,121$190m0.28%Added+1,880,13114 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC2,499,228$147m0.22%Added+896,71713 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP1,456,112$86m0.10%Addedn.a.13 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP1,335,585$79munder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,166,840$69munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,167,139$69m0.05%Trimmed-43,83413 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC983,231$58m0.20%Added+470,14314 Feb 2025 (the filing on sec.gov)
Soros Fund Management LLC550,000$32m0.49%Newnew14 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP426,278$25m0.06%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC306,445$18m0.07%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp179,801$11munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP163,498$9.6m0.07%Added+32,93712 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC129,021$7.6munder 0.1%Added+27,49914 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP37,719$2.2m0.08%Trimmed-65,22111 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VTR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201310$2.7bnn.a.n.a.
Q3 201312$2.1bnn.a.n.a.
Q4 201311$1.9bnn.a.n.a.
Q1 201412$2.1bnn.a.n.a.
Q2 201410$2.2bnn.a.n.a.
Q3 201412$2.6bnn.a.n.a.
Q4 201412$3.3bnn.a.n.a.
Q1 201514$3.5bnn.a.n.a.
Q2 201516$3.1bnn.a.n.a.
Q3 201514$2.9bnn.a.n.a.
Q4 201510$2.9bnn.a.n.a.
Q1 20169$2.6bnn.a.n.a.
Q2 201611$2.8bnn.a.n.a.
Q3 201611$2.8bnn.a.n.a.
Q4 201610$2.2bnn.a.n.a.
Q1 201712$2.0bnn.a.n.a.
Q2 20179$2.0bnn.a.n.a.
Q3 20179$1.8bnn.a.n.a.
Q4 201715$1.6bnn.a.n.a.
Q1 201815$1.5bnn.a.n.a.
Q2 20189$1.5bnn.a.n.a.
Q3 20188$1.3bnn.a.n.a.
Q4 20186$1.4bnn.a.n.a.
Q1 201911$1.8bnn.a.n.a.
Q2 20198$2.1bnn.a.n.a.
Q3 20197$2.7bnn.a.n.a.
Q4 20199$1.8bnn.a.n.a.
Q1 20207$652mn.a.n.a.
Q2 20205$919mn.a.n.a.
Q3 20202$540mn.a.n.a.
Q4 20204$1.1bnn.a.n.a.
Q1 20215$1.2bnn.a.n.a.
Q2 20214$1.3bnn.a.n.a.
Q3 20217$1.6bnn.a.n.a.
Q4 20217$1.7bnn.a.n.a.
Q1 20227$2.1bnn.a.n.a.
Q2 202210$1.7bnn.a.n.a.
Q3 20229$1.2bnn.a.n.a.
Q4 20227$1.4bnn.a.n.a.
Q1 202311$1.4bnn.a.n.a.
Q2 202312$1.6bnn.a.n.a.
Q3 20236$1.2bnn.a.n.a.
Q4 20236$1.5bn42
Q1 20248$1.6bn62
Q2 202410$2.0bn73
Q3 202410$2.5bn91
Q4 202417$2.8bn143
Q1 202517$3.3bn108
Q2 202512$3.2bn93
Q3 202515$4.0bn96
Q4 202515$5.3bn1319
Q1 202617$5.8bn1517
Q2 202613$5.9bn1118

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VTR and WELL →VTR and EQIX →VTR and PLD →Choose a stock to compare with VTR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VTR, latest filings →Back to the 13F Explorer →