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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 956 | $46.4B |
| Q1 2026 | 934 | $40.7B |
| Q4 2025 | 930 | $37.7B |
| Q3 2025 | 827 | $31.5B |
| Q2 2025 | 800 | $28.2B |
| Q1 2025 | 808 | $30.1B |
| Q4 2024 | 762 | $24.8B |
| Q3 2024 | 726 | $25.6B |
| Q2 2024 | 696 | $19.8B |
| Q1 2024 | 651 | $16.6B |
| Q4 2023 | 661 | $18.9B |
| Q3 2023 | 613 | $16.0B |
| Q2 2023 | 632 | $18.0B |
| Q1 2023 | 620 | $16.3B |
| Q4 2022 | 625 | $17.2B |
| Q3 2022 | 614 | $14.9B |
| Q2 2022 | 647 | $19.2B |
| Q1 2022 | 660 | $23.1B |
| Q4 2021 | 635 | $19.3B |
| Q3 2021 | 630 | $20.7B |
| Q2 2021 | 648 | $20.1B |
| Q1 2021 | 633 | $18.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 534 | $31.0K | 0.03% | +4+0.8% | Added |
| CWM, LLC | 582 | $33.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 573 | $33.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 667 | $38.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 699 | $40.0K | 0.01% | −19−2.6% | Reduced |
| Reilly Financial Advisors, LLC | 700 | $40.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 718 | $41.0K | 0.00% | −2,725−79.1% | Reduced |
| M&R Capital Management Inc | 750 | $42.0K | 0.01% | −100−11.8% | Reduced |
| Atlas Private Wealth Advisors | 748 | $43.0K | 0.02% | −160−17.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 763 | $44.0K | 0.01% | +1+0.1% | Added |
| Jacobi Capital Management LLC | 766 | $44.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 786 | $45.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 829 | $47.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 826 | $47.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 831 | $47.0K | 0.00% | +176+26.9% | Added |
| Allworth Financial LP | 837 | $48.0K | 0.00% | +142+20.4% | Added |
| JJJ Advisors Inc. | 856 | $49.0K | 0.02% | +9+1.1% | Added |
| TCI Wealth Advisors, Inc. | 858 | $49.0K | 0.01% | +24+2.9% | Added |
| Crescent Capital Consulting, LLC | 907 | $51.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 937 | $54.0K | 0.00% | −1,068−53.3% | Reduced |
| Logan Capital Management Inc | 1,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,025 | $59.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,060 | $60.5K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,080 | $62.0K | 0.00% | −36−3.2% | Reduced |
| Trust Co of Vermont | 1,093 | $62.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,104 | $63.0K | 0.00% | +3+0.3% | Added |
| Berman Capital Advisors, LLC | 1,149 | $65.0K | 0.01% | +265+30.0% | Added |
| TD Private Client Wealth LLC | 1,176 | $67.2K | 0.00% | −11−0.9% | Reduced |
| Anchor Investment Management, LLC | 1,200 | $68.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,201 | $69.0K | 0.00% | −181−13.1% | Reduced |
| North Star Investment Management Corp. | 1,221 | $70.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,245 | $71.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 1,305 | $75.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 1,333 | $76.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,331 | $76.0K | 0.00% | +200+17.7% | Added |
| Global Retirement Partners, LLC | 1,359 | $78.0K | 0.01% | −5,176−79.2% | Reduced |
| Motco | 1,415 | $81.0K | 0.01% | +27+1.9% | Added |
| Ellis Investment Partners, LLC | 1,482 | $84.0K | 0.02% | +12+0.8% | Added |
| Parallel Advisors, LLC | 1,516 | $87.0K | 0.00% | +157+11.6% | Added |
| NEXT Financial Group, Inc | 1,516 | $88.0K | 0.01% | +289+23.6% | Added |
| Stonebridge Capital Advisors LLC | 1,600 | $91.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,617 | $92.0K | 0.01% | +1,617 | New |
| Bogart Wealth, LLC | 1,622 | $93.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,650 | $94.0K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,663 | $95.0K | 0.01% | +889+114.9% | Added |
| Arkadios Wealth Advisors | 1,734 | $99.0K | 0.01% | +928+115.1% | Added |
| Ellevest, Inc. | 1,754 | $100.0K | 0.01% | +105+6.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $101.0K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,800 | $102.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,825 | $104.0K | 0.04% | +1,825 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $105.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 2,000 | $114.0K | 0.04% | +2,000 | New |
| Red Door Wealth Management, LLC | 2,222 | $126.0K | 0.05% | +2,222 | New |
| Quadrant Capital Group LLC | 2,220 | $127.0K | 0.02% | −274−11.0% | Reduced |
| Spire Wealth Management | 2,283 | $130.0K | 0.00% | −489−17.6% | Reduced |
| Banco de Sabadell, S.A | 2,649 | $152.0K | 0.10% | +439+19.9% | Added |
| Assetmark, Inc | 2,773 | $158.0K | 0.00% | +291+11.7% | Added |
| Lindbrook Capital, LLC | 2,830 | $162.0K | 0.04% | +12+0.4% | Added |
| BBVA USA | 2,871 | $164.0K | 0.01% | +2,871 | New |
| Carroll Financial Associates, Inc. | 2,986 | $170.0K | 0.01% | +21+0.7% | Added |
| Harvest Fund Management Co., Ltd | 3,099 | $176.0K | 0.02% | +1,198+63.0% | Added |
| Signaturefd, LLC | 3,210 | $183.0K | 0.01% | +145+4.7% | Added |
| American Portfolios Advisors | 3,284 | $187.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,342 | $190.0K | 0.00% | +9+0.3% | Added |
| Deseret Mutual Benefit Administrators | 3,351 | $191.0K | 0.05% | +3,351 | New |
| Resources Investment Advisors, LLC. | 3,504 | $200.0K | 0.01% | +3,504 | New |
| EP Wealth Advisors, LLC | 3,516 | $201.0K | 0.01% | −911−20.6% | Reduced |
| Laidlaw Wealth Management LLC | 3,538 | $202.0K | 0.05% | +3,538 | New |
| UMA Financial Services, Inc. | 3,395 | $204.0K | 0.06% | +3,395 | New |
| Regentatlantic Capital LLC | 3,660 | $209.0K | 0.01% | +3,660 | New |
| Tokio Marine Asset Management Co Ltd | 3,695 | $211.0K | 0.02% | +3,695 | New |
| Cypress Capital Group | 3,720 | $212.0K | 0.03% | +3,720 | New |
| FDx Advisors, Inc. | 3,737 | $213.0K | 0.01% | +3,737 | New |
| Clarius Group, LLC | 3,732 | $213.0K | 0.02% | +3,732 | New |
| Neo Ivy Capital Management | 3,742 | $214.0K | 0.22% | −4,184−52.8% | Reduced |
| Advisory Research Inc | 3,810 | $218.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 3,815 | $218.0K | 0.00% | +3,815 | New |
| Kovack Advisors, Inc. | 3,873 | $221.0K | 0.03% | +3+0.1% | Added |
| Affinity Wealth Management LLC | 3,666 | $221.0K | 0.04% | +3,666 | New |
| Checchi Capital Advisers, LLC | 3,887 | $222.0K | 0.03% | +40+1.0% | Added |
| Vantage Consulting Group Inc | 3,900 | $223.0K | 0.04% | +3,900 | New |
| Haverford Trust Co | 3,933 | $225.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 3,933 | $225.0K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,933 | $225.0K | 0.02% | +3,933 | New |
| Pathstone Family Office, LLC | 3,985 | $228.0K | 0.01% | +3,985 | New |
| Alpha Omega Wealth Management LLC | 4,035 | $230.0K | 0.04% | −60−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,049 | $231.0K | 0.01% | −12−0.3% | Reduced |
| PEAK6 Investments LLC | 4,055 | $232.0K | 0.01% | −25,564−86.3% | Reduced |
| SeaCrest Wealth Management, LLC | 4,085 | $233.0K | 0.03% | +10.0% | Added |
| Claro Advisors LLC | 4,107 | $235.0K | 0.11% | +34+0.8% | Added |
| Acadian Asset Management LLC | 4,157 | $237.0K | 0.00% | −11,305−73.1% | Reduced |
| Veriti Management LLC | 4,164 | $238.0K | 0.04% | +4,164 | New |
| Cetera Advisors LLC | 4,376 | $250.0K | 0.01% | −1,310−23.0% | Reduced |
| Angeles Investment Advisors, LLC | 4,356 | $251.0K | 0.02% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 4,442 | $254.0K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 4,535 | $259.0K | 0.01% | −442−8.9% | Reduced |
| Leisure Capital Management | 4,628 | $264.0K | 0.15% | +4,628 | New |
| Sheaff Brock Investment Advisors, LLC | 4,652 | $266.0K | 0.03% | −200−4.1% | Reduced |
| IFP Advisors, Inc | 4,730 | $268.0K | 0.01% | +293+6.6% | Added |
| Sheets Smith Wealth Management | 4,725 | $270.0K | 0.04% | 00.0% | Unchanged |