Exited position

Seth Klarman’s Ventas Inc (VTR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 1999Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares8.22MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Baupost Group first reported Ventas Inc in Q1 1999. The reported position was increased across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q3 2020, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2020
Sold the entire position−550.00K shares · No shares reported at quarter-end
Q2 2020
New position+550.00K shares · 550.00K shares reported
Filing context

Quarter-end price $36.62 · Estimated holding basis $36.62

Q2 2000
Bought 1.0% more+81.00K shares · 8.22M shares reported after the change
Filing context

Quarter-end price $3.19 · Estimated holding basis $4.09

Q1 2000
Bought 11.3% more+825.50K shares · 8.14M shares reported after the change
Filing context

Quarter-end price $3.31 · Estimated holding basis $4.10

Q2 1999
New position+6.08M shares · 6.08M shares reported
Filing context

Quarter-end price $5.37 · Estimated holding basis $5.80

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Ventas Inc in Baupost Group’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.3%Q2 2020
Last reported rank#28of 31 reported positions
Peak portfolio weight10.4%Q1 1999
Best historical rank#4Q1 1999
At peak importanceQ1 1999
VTR
10.4%
Largest holding
17.4%
Cross-investor discovery

Who else owns Ventas Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
VTR0.2% of reported portfolio
Explore Ventas Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$88.212026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.