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WESTWOOD HOLDINGS GROUP INC: VTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTWOOD HOLDINGS GROUP INC on VTR, newest first. How the timeline and the estimate are built.

WESTWOOD HOLDINGS GROUP INC held 221,277 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,277 shares
    Change vs previous 13F -18,367 shares

    0.15% of the 13F portfolio, value $19,649,398.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 239,644 shares
    Change vs previous 13F -13,544 shares

    0.14% of the 13F portfolio, value $19,598,085.

    13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 253,188 shares
    Change vs previous 13F -10,923 shares

    0.16% of the 13F portfolio, value $19,591,687.

    13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 264,111 shares
    Change vs previous 13F -775 shares

    0.13% of the 13F portfolio, value $18,485,000.

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 264,886 shares
    Change vs previous 13F +13,270 shares

    0.12% of the 13F portfolio, value $16,727,551.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 251,616 shares
    Change vs previous 13F -21,216 shares

    0.13% of the 13F portfolio, value $17,301,116.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 272,832 shares
    Change vs previous 13F -41,949 shares

    0.12% of the 13F portfolio, value $16,067,076.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 314,781 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $20,186,906.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).