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; 956 institutions reported holding it in 13F filings for Q2 2026, worth $46.4B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Ventas, Inc. as of Jun 30, 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
648
+21 vs. Q1 2021
Shares held
351.4M
+5.54M (+1.6%) vs. Q1 2021
Total value
$20.1B
+$1.62B (+8.8%) vs. Q1 2021
New holders
82
239 more added
Sold out
61
205 more reduced

6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 648 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: 762 institutionsQ1 2025: 808 institutionsQ2 2025: 800 institutionsQ3 2025: 827 institutionsQ4 2025: 930 institutionsQ1 2026: 934 institutionsQ2 2026: 956 institutions
Value heldQ2 2021: $20.1B
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 2026956$46.4B
Q1 2026934$40.7B
Q4 2025930$37.7B
Q3 2025827$31.5B
Q2 2025800$28.2B
Q1 2025808$30.1B
Q4 2024762$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, Q2 2021

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2021.

Institutions holding VTR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Johnson Midwest Financial, LLC534$31.0K0.03%+4+0.8%Added
CWM, LLC582$33.0K0.00%00.0%Unchanged
JNBA Financial Advisors573$33.0K0.00%00.0%Unchanged
Proequities, Inc.667$38.0K0.00%00.0%Unchanged
Private Capital Group, LLC699$40.0K0.01%−19−2.6%Reduced
Reilly Financial Advisors, LLC700$40.0K0.00%00.0%Unchanged
Meeder Asset Management Inc718$41.0K0.00%−2,725−79.1%Reduced
M&R Capital Management Inc750$42.0K0.01%−100−11.8%Reduced
Atlas Private Wealth Advisors748$43.0K0.02%−160−17.6%Reduced
Kistler-Tiffany Companies, LLC763$44.0K0.01%+1+0.1%Added
Jacobi Capital Management LLC766$44.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.786$45.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.829$47.0K0.00%00.0%Unchanged
Eukles Asset Management826$47.0K0.03%00.0%Unchanged
CX Institutional831$47.0K0.00%+176+26.9%Added
Allworth Financial LP837$48.0K0.00%+142+20.4%Added
JJJ Advisors Inc.856$49.0K0.02%+9+1.1%Added
TCI Wealth Advisors, Inc.858$49.0K0.01%+24+2.9%Added
Crescent Capital Consulting, LLC907$51.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC937$54.0K0.00%−1,068−53.3%Reduced
Logan Capital Management Inc1,000$57.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC1,025$59.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC1,060$60.5K0.02%00.0%Unchanged
Evoke Wealth, LLC1,080$62.0K0.00%−36−3.2%Reduced
Trust Co of Vermont1,093$62.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,104$63.0K0.00%+3+0.3%Added
Berman Capital Advisors, LLC1,149$65.0K0.01%+265+30.0%Added
TD Private Client Wealth LLC1,176$67.2K0.00%−11−0.9%Reduced
Anchor Investment Management, LLC1,200$68.5K0.01%00.0%Unchanged
Jones Financial Companies LLLP1,201$69.0K0.00%−181−13.1%Reduced
North Star Investment Management Corp.1,221$70.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC1,245$71.0K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC1,305$75.0K0.05%00.0%Unchanged
Tobam1,333$76.0K0.00%00.0%Unchanged
Lazard Asset Management LLC1,331$76.0K0.00%+200+17.7%Added
Global Retirement Partners, LLC1,359$78.0K0.01%−5,176−79.2%Reduced
Motco1,415$81.0K0.01%+27+1.9%Added
Ellis Investment Partners, LLC1,482$84.0K0.02%+12+0.8%Added
Parallel Advisors, LLC1,516$87.0K0.00%+157+11.6%Added
NEXT Financial Group, Inc1,516$88.0K0.01%+289+23.6%Added
Stonebridge Capital Advisors LLC1,600$91.0K0.01%00.0%Unchanged
Cutler Group LP1,617$92.0K0.01%+1,617New
Bogart Wealth, LLC1,622$93.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC1,650$94.0K0.06%00.0%Unchanged
Sound Income Strategies, LLC1,663$95.0K0.01%+889+114.9%Added
Arkadios Wealth Advisors1,734$99.0K0.01%+928+115.1%Added
Ellevest, Inc.1,754$100.0K0.01%+105+6.4%Added
Carmichael Hill & Associates, Inc.1,774$101.0K0.06%00.0%Unchanged
Pacitti Group Inc.1,800$102.0K0.06%00.0%Unchanged
Heritage Wealth Management, LLC1,825$104.0K0.04%+1,825New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,850$105.0K0.01%00.0%Unchanged
Clean Yield Group2,000$114.0K0.04%+2,000New
Red Door Wealth Management, LLC2,222$126.0K0.05%+2,222New
Quadrant Capital Group LLC2,220$127.0K0.02%−274−11.0%Reduced
Spire Wealth Management2,283$130.0K0.00%−489−17.6%Reduced
Banco de Sabadell, S.A2,649$152.0K0.10%+439+19.9%Added
Assetmark, Inc2,773$158.0K0.00%+291+11.7%Added
Lindbrook Capital, LLC2,830$162.0K0.04%+12+0.4%Added
BBVA USA2,871$164.0K0.01%+2,871New
Carroll Financial Associates, Inc.2,986$170.0K0.01%+21+0.7%Added
Harvest Fund Management Co., Ltd3,099$176.0K0.02%+1,198+63.0%Added
Signaturefd, LLC3,210$183.0K0.01%+145+4.7%Added
American Portfolios Advisors3,284$187.5K0.01%00.0%Unchanged
Bessemer Group Inc3,342$190.0K0.00%+9+0.3%Added
Deseret Mutual Benefit Administrators3,351$191.0K0.05%+3,351New
Resources Investment Advisors, LLC.3,504$200.0K0.01%+3,504New
EP Wealth Advisors, LLC3,516$201.0K0.01%−911−20.6%Reduced
Laidlaw Wealth Management LLC3,538$202.0K0.05%+3,538New
UMA Financial Services, Inc.3,395$204.0K0.06%+3,395New
Regentatlantic Capital LLC3,660$209.0K0.01%+3,660New
Tokio Marine Asset Management Co Ltd3,695$211.0K0.02%+3,695New
Cypress Capital Group3,720$212.0K0.03%+3,720New
FDx Advisors, Inc.3,737$213.0K0.01%+3,737New
Clarius Group, LLC3,732$213.0K0.02%+3,732New
Neo Ivy Capital Management3,742$214.0K0.22%−4,184−52.8%Reduced
Advisory Research Inc3,810$218.0K0.01%00.0%Unchanged
Veritable, L.P.3,815$218.0K0.00%+3,815New
Kovack Advisors, Inc.3,873$221.0K0.03%+3+0.1%Added
Affinity Wealth Management LLC3,666$221.0K0.04%+3,666New
Checchi Capital Advisers, LLC3,887$222.0K0.03%+40+1.0%Added
Vantage Consulting Group Inc3,900$223.0K0.04%+3,900New
Haverford Trust Co3,933$225.0K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan3,933$225.0K0.03%00.0%Unchanged
Kimelman & Baird, LLC3,933$225.0K0.02%+3,933New
Pathstone Family Office, LLC3,985$228.0K0.01%+3,985New
Alpha Omega Wealth Management LLC4,035$230.0K0.04%−60−1.5%Reduced
Buckingham Strategic Wealth, LLC4,049$231.0K0.01%−12−0.3%Reduced
PEAK6 Investments LLC4,055$232.0K0.01%−25,564−86.3%Reduced
SeaCrest Wealth Management, LLC4,085$233.0K0.03%+10.0%Added
Claro Advisors LLC4,107$235.0K0.11%+34+0.8%Added
Acadian Asset Management LLC4,157$237.0K0.00%−11,305−73.1%Reduced
Veriti Management LLC4,164$238.0K0.04%+4,164New
Cetera Advisors LLC4,376$250.0K0.01%−1,310−23.0%Reduced
Angeles Investment Advisors, LLC4,356$251.0K0.02%00.0%Unchanged
Westfield Capital Management Co LP4,442$254.0K0.00%00.0%Unchanged
Conning Inc.4,535$259.0K0.01%−442−8.9%Reduced
Leisure Capital Management4,628$264.0K0.15%+4,628New
Sheaff Brock Investment Advisors, LLC4,652$266.0K0.03%−200−4.1%Reduced
IFP Advisors, Inc4,730$268.0K0.01%+293+6.6%Added
Sheets Smith Wealth Management4,725$270.0K0.04%00.0%Unchanged