WESTWOOD HOLDINGS GROUP INC

Position in VTR — Ventas, Inc.

CIK 1165002 DALLAS, TX

Position in VTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,649,397

+$51,311 QoQ

Shares Held

221,277

-7.7% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#155

of 941 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $27,073,812 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (72.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VTR	Ventas, Inc. This page	221,277	$19,649,397
2	WELL	Welltower Inc.	32,711	$7,424,415

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,649,397	221,277	-7.7%	Shares	Defined	2026-08-14
2026-03-31	$19,598,086	239,644	-5.3%	Shares	Defined	2026-05-15
2025-12-31	$19,591,687	253,188	-4.1%	Shares	Defined	2026-02-17
2025-09-30	$18,485,128	264,111	-0.3%	Shares	Defined	2025-11-14
2025-06-30	$16,727,550	264,886	+5.3%	Shares	Defined	2025-10-08
2025-03-31	$17,301,116	251,616	-7.8%	Shares	Defined	2025-05-09
2024-12-31	$16,067,076	272,832	-13.3%	Shares	Defined	2025-02-14
2024-09-30	$20,186,905	314,781	+2.8%	Shares	Defined	2024-11-14
2024-06-30	$15,702,270	306,326	+46.1%	Shares	Defined	2024-08-13
2024-03-31	$9,127,899	209,644	-80.5%	Shares	Defined	2024-06-06
2023-12-31	$53,544,108	1,074,320	-4.3%	Shares	Defined	2024-02-13
2023-09-30	$47,281,572	1,122,278	-0.4%	Shares	Defined	2023-11-14
2023-06-30	$53,288,369	1,127,319	+6.2%	Shares	Defined	2023-08-11
2023-03-31	$46,029,593	1,061,813	+8712.5%	Shares	Defined	2023-05-12
2022-12-31	$542,807	12,049	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.