Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Ventas, Inc. (VTR)
← All VTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 113,870 0.04 Reduce 0.47% <0.01 $73.82–88.37 · VW $81.48i $9,312,289 SEC
2025   Q4 114,410 0.04 Reduce 2.49% <0.01 $66.93–81.89 · VW $76.24i $8,853,046 SEC
2025   Q3 117,330 0.04 Reduce 42.30% 0.03 $61.93–70.01 · VW $67.60i $8,211,927 SEC
2025   Q2 203,350 0.07 Reduce 18.72% 0.02 $60.15–71.36 · VW $65.15i $12,841,553 SEC
2025   Q1 250,190 0.10 Reduce 0.62% <0.01 $56.68–71.04 · VW $65.20i $17,203,064 SEC
2024   Q4 251,750 0.09 Reduce 10.48% 0.01 $57.62–67.61 · VW $62.84i $14,825,558 SEC
2024   Q3 281,230 0.10 Reduce 1.55% $50.38–65.65 · VW $59.81i $18,035,280 SEC
2024   Q2 285,660 0.00 Reduce 0.09% <0.01 $41.45–51.26 · VW $47.42i SEC
2024   Q1 285,910 0.07 Reduce 1.61% <0.01 $41.92–50.61 · VW $44.79i $12,448,521 SEC
2023   Q4 290,590 0.08 Add 15.60% 0.01 $39.33–50.99 · VW $45.12i $14,483,006 SEC
2023   Q3 251,370 0.07 Add 0.44% <0.01 $41.31–50.05 · VW $45.02i $10,590,218 SEC
2023   Q2 250,260 0.07 Add 2.32% <0.01 $41.76–48.83 · VW $45.49i $11,829,790 SEC
2023   Q1 244,590 0.07 Add 0.92% <0.01 $41.41–53.15 · VW $47.58i $10,602,977 SEC
2022   Q4 242,350 0.07 Add 10.01% <0.01 $35.33–47.67 · VW $42.37i $10,917,868 SEC
2022   Q3 220,300 0.06 $40.17 $8,849,000 SEC
2022   Q2 220,300 0.07 Reduce 0.27% <0.01 $47.77–63.46 · VW $55.41i $11,330,000 SEC
2022   Q1 220,890 0.07 Add 1.25% <0.01 $49.08–64.02 · VW $55.22i $13,642,000 SEC
2021   Q4 218,170 0.05 Add 36.29% 0.01 $45.44–57.00 · VW $50.76i $11,153,000 SEC
2021   Q3 160,080 0.04 $55.21 $8,838,000 SEC
2021   Q2 160,080 0.04 Reduce 2.06% <0.01 $52.04–59.75 · VW $55.80i $9,141,000 SEC
2021   Q1 163,440 0.04 Reduce 22.95% 0.01 $45.40–58.10 · VW $51.45i $8,718,000 SEC
2020   Q4 212,110 0.05 Reduce 10.08% <0.01 $37.83–52.70 · VW $45.54i $10,402,000 SEC
2020   Q3 235,890 0.06 Add 3.55% <0.01 $33.82–46.49 · VW $40.03i $9,898,000 SEC
2020   Q2 227,800 0.05 $36.62 $8,342,000 SEC
2020   Q1 227,800 0.04 Add 47.26% 0.01 $13.35–63.38 · VW $40.97i $6,105,000 SEC
2019   Q4 154,690 0.05 Reduce 20.89% 0.02 $54.59–74.71 · VW $61.71i $8,932,000 SEC
2019   Q3 195,550 0.08 Add 5.73% <0.01 $65.68–75.40 · VW $70.66i $14,281,000 SEC
2019   Q2 184,950 0.07 Add 17.32% 0.01 $57.20–73.74 · VW $65.04i $12,641,000 SEC
2019   Q1 157,650 0.05 Add 27.50% 0.01 $56.52–65.34 · VW $62.82i $10,060,000 SEC
2018   Q4 123,650 0.04 Buy 0.04 $51.80–65.70 · VW $58.84i $7,245,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.03 $46.55–57.48 · VW $53.01i SEC
2018   Q1 139,120 0.03 Reduce 0.04% $47.80–60.49 · VW $52.23i $6,891,000 SEC
2017   Q4 139,182 0.04 Add 0.70% <0.01 $59.61–65.72 · VW $62.80i $8,352,000 SEC
2017   Q3 138,212 0.04 Add 52.85% 0.01 $64.39–70.18 · VW $67.19i $9,002,000 SEC
2017   Q2 90,422 0.03 Add 0.01% $61.49–72.36 · VW $66.47i $6,283,000 SEC
2017   Q1 90,415 0.03 Reduce 0.04% $58.96–65.89 · VW $62.95i $5,881,000 SEC
2016   Q4 90,455 0.02 Add 118.48% 0.01 $56.20–70.40 · VW $63.09i $5,655,000 SEC
2016   Q3 41,402 0.01 Buy 0.01 $66.69–76.80 · VW $72.69i $2,924,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.08 $49.31–58.73 · VW $54.23i SEC
2015   Q3 318,341 0.08 Add 75.49% 0.03 $52.03–78.49 · VW $63.39i $17,846,000 SEC
2015   Q2 181,400 0.05 Buy 0.05 $70.37–88.34 · VW $76.97i $12,862,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.08 $78.82–93.56 · VW $86.22i SEC
2014   Q4 296,192 0.08 Reduce 3.94% <0.01 $70.69–85.83 · VW $79.29i $24,251,000 SEC
2014   Q3 308,331 0.07 Add 34.82% 0.02 $69.24–75.73 · VW $72.83i $21,812,000 SEC
2014   Q2 228,703 0.05 Reduce 48.47% 0.04 $68.95–78.90 · VW $74.24i $16,741,000 SEC
2014   Q1 443,837 0.09 Add 6.35% <0.01 $64.44–72.79 · VW $69.75i $30,699,000 SEC
2013   Q4 417,349 0.07 Add 3.75% <0.01 $62.68–77.24 · VW $68.68i $27,299,000 SEC
2013   Q3 402,263 0.07 Add 19.85% 0.01 $66.84–82.59 · VW $73.14i $28,251,000 SEC
2013   Q2 335,644 0.07 Reduce 38.00% 0.04 $72.88–96.05 · VW $83.95i $26,623,000 SEC
2013   Q1 541,383 0.11 Reduce 32.21% 0.05 $73.56–83.61 · VW $78.91i $45,254,000 SEC
2012   Q4 798,650 0.16 Add 2.89% <0.01 $70.00–75.04 · VW $72.87i $59,025,000 SEC
2012   Q3 776,241 0.13 Add 0.99% <0.01 $70.25–77.82 · VW $74.16i $55,180,000 SEC
2012   Q2 768,612 0.13 Reduce 17.34% 0.02 $61.60–72.08 · VW $67.31i $55,401,000 SEC
2012   Q1 929,836 0.14 Reduce 26.80% 0.05 $60.80–67.43 · VW $64.77i $60,630,000 SEC
2011   Q4 1,270,351 0.20 Reduce 10.76% 0.02 $52.77–64.78 · VW $60.49i $79,975,000 SEC
2011   Q3 1,423,578 0.23 Add 67.59% 0.09 $49.39–63.66 · VW $59.08i $80,307,000 SEC
2011   Q2 849,449 0.11 Add 0.11% <0.01 $58.09–65.18 · VW $62.41i $51,130,000 SEC
2011   Q1 848,488 0.11 Reduce 44.70% 0.08 $58.22–65.60 · VW $62.01i $52,613,000 SEC
2010   Q4 1,534,275 0.19 Add 5.26% <0.01 $55.42–64.18 · VW $59.84i $91,948,000 SEC
2010   Q3 1,457,588 0.16 Reduce 12.81% 0.02 $52.27–61.54 · VW $57.74i $85,837,000 SEC
2010   Q2 1,671,787 0.17 Reduce 17.78% $49.26–57.47 · VW $53.49i $89,632,000 SEC
2010   Q1 2,033,272 0.00 Reduce 18.69% 0.06 $46.09–56.23 · VW $50.90i $110,243,000 SEC
2009   Q4 2,500,523 0.31 Reduce 21.69% 0.08 $41.33–51.28 · VW $47.06i $124,898,000 SEC
2009   Q3 3,192,983 0.36 Add 60.22% 0.14 $31.30–45.94 · VW $41.53i $140,379,000 SEC
2009   Q2 1,992,840 0.17 Add 7.52% 0.01 $24.73–37.00 · VW $32.04i $67,953,000 SEC
2009   Q1 1,853,480 0.17 Reduce 10.38% 0.02 $21.85–38.24 · VW $27.94i $47,823,000 SEC
2008   Q4 2,068,159 0.22 Reduce 19.45% 0.06 $19.77–56.64 · VW $34.30i $79,214,000 SEC
2008   Q3 2,567,570 0.28 Reduce 21.75% 0.06 $44.35–59.38 · VW $52.42i $144,900,000 SEC
2008   Q2 3,281,263 0.28 Reduce 17.89% 0.06 $47.19–57.54 · VW $53.47i $159,511,000 SEC
2008   Q1 3,996,082 0.36 Reduce 9.33% 0.03 $44.54–54.92 · VW $49.47i $204,938,000 SEC
2007   Q4 4,407,231 0.33 Reduce 0.65% <0.01 $44.96–54.23 · VW $49.45i $227,735,000 SEC
2007   Q3 4,436,053 0.36 Add 5.65% 0.02 $30.26–49.32 · VW $41.94i $202,941,000 SEC
2007   Q2 4,198,675 0.27 Add 19.50% 0.04 $39.85–51.55 · VW $46.35i $173,806,000 SEC
2007   Q1 3,513,396 0.28 Add 43.33% 0.08 $46.72–54.78 · VW $51.14i $169,030,000 SEC
2006   Q4 2,451,243 0.19 Add 19.77% 0.03 $41.68–48.42 · VW $45.03i $118,461,000 SEC
2006   Q3 2,046,564 0.17 Add 4.99% <0.01 $38.27–45.76 · VW $43.13i $90,070,000 SEC
2006   Q2 1,949,288 0.14 Add 10.49% 0.01 $35.01–39.37 · VW $37.38i $75,416,000 SEC
2006   Q1 1,764,168 0.13 Add 193.01% 0.09 $33.73–39.58 · VW $36.20i $66,844,000 SEC
2005   Q4 602,092 0.05 Reduce 0.06% $33.40–37.35 · VW $35.74i $22,016,000 SEC
2005   Q3 602,475 0.05 Add 11.31% <0.01 $32.97–36.99 · VW $35.74i $22,153,000 SEC
2005   Q2 541,270 0.01 Buy 0.01 $28.66–36.11 · VW $32.17i $18,667,000 SEC
Price snapshot:
Current price$92.06
Avg. buy price$49.89
+/- since buy84.51%
52-week low$61.25
52-week high$94.60