Skip to main content

Ventas, Inc.

VTR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000740260

No open-market purchases or sales by Ventas, Inc. insiders were filed in the last 90 days; 955 institutions reported holding it in 13F filings for Q2 2026, worth $46.4B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Ventas, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
633
No complete 13F data for Q4 2020
Shares held
346.5M
No complete 13F data for Q4 2020
Total value
$18.5B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting VTR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 633 institutions
Q1 2021: 633 institutionsQ2 2021: 648 institutionsQ3 2021: 630 institutionsQ4 2021: 635 institutionsQ1 2022: 660 institutionsQ2 2022: 647 institutionsQ3 2022: 614 institutionsQ4 2022: 625 institutionsQ1 2023: 620 institutionsQ2 2023: 632 institutionsQ3 2023: 613 institutionsQ4 2023: 661 institutionsQ1 2024: 651 institutionsQ2 2024: 696 institutionsQ3 2024: 726 institutionsQ4 2024: 761 institutionsQ1 2025: 807 institutionsQ2 2025: 799 institutionsQ3 2025: 826 institutionsQ4 2025: 929 institutionsQ1 2026: 933 institutionsQ2 2026: 955 institutions
Value heldQ1 2021: $18.5B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $20.7BQ4 2021: $19.3BQ1 2022: $23.1BQ2 2022: $19.2BQ3 2022: $14.9BQ4 2022: $17.2BQ1 2023: $16.3BQ2 2023: $18.0BQ3 2023: $16.0BQ4 2023: $18.9BQ1 2024: $16.6BQ2 2024: $19.8BQ3 2024: $25.6BQ4 2024: $24.8BQ1 2025: $30.1BQ2 2025: $28.2BQ3 2025: $31.5BQ4 2025: $37.7BQ1 2026: $40.7BQ2 2026: $46.4B
Institutions holding VTR and their total value by quarter
QuarterHoldersValue
Q2 2026955$46.4B
Q1 2026933$40.7B
Q4 2025929$37.7B
Q3 2025826$31.5B
Q2 2025799$28.2B
Q1 2025807$30.1B
Q4 2024761$24.8B
Q3 2024726$25.6B
Q2 2024696$19.8B
Q1 2024651$16.6B
Q4 2023661$18.9B
Q3 2023613$16.0B
Q2 2023632$18.0B
Q1 2023620$16.3B
Q4 2022625$17.2B
Q3 2022614$14.9B
Q2 2022647$19.2B
Q1 2022660$23.1B
Q4 2021635$19.3B
Q3 2021630$20.7B
Q2 2021648$20.1B
Q1 2021633$18.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Ventas, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding VTR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Moser Wealth Advisors, LLC1,305$70.0K0.05%––
Harbor Investment Advisory, LLC1,245$66.0K0.01%––
NEXT Financial Group, Inc1,227$66.0K0.01%––
North Star Investment Management Corp.1,221$65.0K0.01%––
Anchor Investment Management, LLC1,200$64.0K0.01%––
Valley Brook Capital Group1,202$64.0K0.06%––
TD Private Client Wealth LLC1,187$63.3K0.00%––
Alpha Paradigm Partners, LLC1,147$61.0K0.02%––
Lazard Asset Management LLC1,131$60.0K0.00%––
Evoke Wealth, LLC1,116$60.0K0.00%––
AdvisorNet Financial, Inc1,101$59.0K0.00%––
Trust Co of Vermont1,093$58.0K0.00%––
Glen Eagle Advisors, LLC1,060$56.5K0.02%––
Charter Oak Capital Management, LLC1,025$55.0K0.01%––
Logan Capital Management Inc1,000$53.0K0.00%––
Crescent Capital Consulting, LLC907$49.0K0.01%––
Atlas Private Wealth Advisors908$48.0K0.03%––
Berman Capital Advisors, LLC884$47.0K0.01%––
M&R Capital Management Inc850$45.0K0.01%––
JJJ Advisors Inc.847$45.0K0.02%––
Benjamin F. Edwards & Company, Inc.829$44.0K0.00%––
TCI Wealth Advisors, Inc.834$44.0K0.02%––
Eukles Asset Management826$44.0K0.03%––
Arkadios Wealth Advisors806$43.0K0.01%––
Oakworth Capital, Inc.786$42.0K0.00%––
Sound Income Strategies, LLC774$41.3K0.01%––
Kistler-Tiffany Companies, LLC762$41.0K0.01%––
Wealthcare Advisory Partners LLC772$41.0K0.00%––
Jacobi Capital Management LLC766$41.0K0.01%––
Sowell Financial Services LLC729$39.0K0.00%––
Valeo Financial Advisors, LLC722$39.0K0.00%––
Private Capital Group, LLC718$39.0K0.01%––
Meridian Wealth Partners, LLC729$39.0K0.01%––
Reilly Financial Advisors, LLC700$37.0K0.00%––
CSat Investment Advisory, L.P.686$37.0K0.03%––
Allworth Financial LP695$37.0K0.00%––
Proequities, Inc.667$36.0K0.00%––
Patriot Financial Group Insurance Agency, LLC673$36.0K0.01%––
CX Institutional655$35.0K0.00%––
Huntington National Bank646$34.0K0.00%––
CWM, LLC582$33.0K0.00%––
JNBA Financial Advisors573$31.0K0.00%––
Hoover Financial Advisors, Inc.550$30.0K0.01%––
Arlington Partners LLC539$29.0K0.01%––
Johnson Midwest Financial, LLC530$28.0K0.03%––
FORA Capital, LLC530$28.0K0.01%––
Flagship Private Wealth, LLC507$27.3K0.02%––
MUFG Americas Holdings Corp500$27.0K0.00%––
Parkside Financial Bank & Trust497$27.0K0.01%––
Selective Wealth Management, Inc.507$27.0K0.02%––
CoreFirst Bank & Trust500$27.0K0.02%––
Gradient Investments LLC485$26.0K0.00%––
GPS Wealth Strategies Group, LLC500$26.0K0.01%––
Prestige Wealth Management Group LLC467$25.0K0.01%––
First Manhattan Co425$22.0K0.00%––
Montag A & Associates Inc405$22.0K0.00%––
Walled Lake Planning & Wealth Management, LLC404$22.0K0.02%––
Sittner & Nelson, LLC408$22.0K0.02%––
Independence Bank of Kentucky400$21.0K0.01%––
Concord Wealth Partners390$21.0K0.01%––
Investment Research & Advisory Group, Inc.383$20.0K0.01%––
WealthShield Partners, LLC347$19.0K0.00%––
Liberty Wealth Management LLC408$19.0K0.01%––
Accel Wealth Management345$18.0K0.01%––
Enterprise Financial Services Corp312$17.0K0.00%––
NVWM, LLC310$17.0K0.01%––
Silvant Capital Management LLC310$17.0K0.00%––
Heritage Wealth Advisors300$16.0K0.00%––
Glassman Wealth Services304$16.0K0.00%––
Institutional & Family Asset Management, LLC304$16.0K0.00%––
Vectors Research Management, LLC303$16.0K0.00%––
Hudock, Inc.290$15.0K0.00%––
Optimum Investment Advisors250$13.0K0.00%––
Johnson Financial Group, Inc.240$13.0K0.00%––
RPG Investment Advisory, LLC245$13.0K0.00%––
CVA Family Office, LLC235$13.0K0.00%––
Allred Capital Management, LLC238$12.7K0.01%––
Hantz Financial Services, Inc.233$12.0K0.00%––
Sun Life Financial INC223$12.0K0.00%––
Cordasco Financial Network233$12.0K0.01%––
McIlrath & Eck, LLC231$12.0K0.00%––
Crewe Advisors LLC219$12.0K0.00%––
Atlas Private Wealth Management232$12.0K0.01%––
Earnest Partners LLC203$11.0K0.00%––
Country Trust Bank200$11.0K0.00%––
Massmutual Trust Co FSB192$10.0K0.00%––
Farmers & Merchants Investments Inc195$10.0K0.00%––
First Horizon Advisors, Inc.196$10.0K0.00%––
Gemmer Asset Management LLC182$10.0K0.00%––
Smithfield Trust Co160$9.00K0.00%––
Zions Bancorporation, N.A.172$9.00K0.00%––
Coastal Capital Group, Inc.162$9.00K0.00%––
FourThought Financial, LLC175$9.00K0.00%––
Ameritas Investment Company, LLC153$8.16K0.00%––
Brown Brothers Harriman & Co149$8.00K0.00%––
Avion Wealth150$8.00K0.00%––
Sargent Bickham Lagudis LLC113$6.00K0.00%––
Professional Financial Advisors, LLC111$6.00K0.00%––
Cullen/Frost Bankers, Inc.100$5.00K0.00%––
Central Trust Co100$5.00K0.00%––