SEC 13F Intelligence

Hgi Capital Management, LLC / VTR

Hgi Capital Management, LLC’s Ventas Inc Position

Does Hgi Capital Management, LLC own Ventas Inc (VTR)? Yes25.1K shares worth $2M (+4.83% of its 13F portfolio) as of Q3 2025, down from 49.3K shares the prior filed quarter.

Position Value
$2M
Q3 2025
Shares
25.1K
% of Portfolio
+4.83%
Quarters Held
17
currently held

Position History VTR

Reported value by quarter
Q2 ’19: $4MQ2 ’19Q3 ’20: $5MQ4 ’20: $7MQ1 ’21: $12MQ1 ’21Q2 ’21: $12MQ3 ’21: $8MQ4 ’21: $5MQ4 ’21Q1 ’22: $15MQ2 ’22: $16MQ3 ’22: $18MQ3 ’22Q4 ’22: $14MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q4 ’24: $6MQ1 ’25: $6MQ2 ’25: $3MQ2 ’25Q3 ’25: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202525.1K$2M+4.83%
Q2 202549.3K$3M+4.22%
Q1 202588.3K$6M+7.58%
Q4 202497.1K$6M+5.89%
Q4 202387.2K$4M+4.94%
Q3 202387.5K$4M+4.19%
Q4 2022302.7K$14M+3.89%
Q3 2022447.0K$18M+5.73%
Q2 2022311.8K$16M+6.70%
Q1 2022241.6K$15M+4.60%
Q4 202197.0K$5M+1.78%
Q3 2021145.3K$8M+3.24%
Q2 2021202.5K$12M+4.03%
Q1 2021231.8K$12M+5.25%
Q4 2020149.0K$7M+3.42%
Q3 2020114.9K$5M+2.83%
Q2 201958.4K$4M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hgi Capital Management, LLC’s full portfolio or all institutional holders of VTR.