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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,663 | $95.0K | 0.01% | +889+114.9% | Added |
| Bellevue Asset Management, LLC | 1,650 | $94.0K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,622 | $93.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,617 | $92.0K | 0.01% | +1,617 | New |
| Stonebridge Capital Advisors LLC | 1,600 | $91.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,516 | $88.0K | 0.01% | +289+23.6% | Added |
| Parallel Advisors, LLC | 1,516 | $87.0K | 0.00% | +157+11.6% | Added |
| Ellis Investment Partners, LLC | 1,482 | $84.0K | 0.02% | +12+0.8% | Added |
| Motco | 1,415 | $81.0K | 0.01% | +27+1.9% | Added |
| Global Retirement Partners, LLC | 1,359 | $78.0K | 0.01% | −5,176−79.2% | Reduced |
| Tobam | 1,333 | $76.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,331 | $76.0K | 0.00% | +200+17.7% | Added |
| Moser Wealth Advisors, LLC | 1,305 | $75.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,245 | $71.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,221 | $70.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,201 | $69.0K | 0.00% | −181−13.1% | Reduced |
| Anchor Investment Management, LLC | 1,200 | $68.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,176 | $67.2K | 0.00% | −11−0.9% | Reduced |
| Berman Capital Advisors, LLC | 1,149 | $65.0K | 0.01% | +265+30.0% | Added |
| AdvisorNet Financial, Inc | 1,104 | $63.0K | 0.00% | +3+0.3% | Added |
| 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 |
| Glen Eagle Advisors, LLC | 1,060 | $60.5K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,025 | $59.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 937 | $54.0K | 0.00% | −1,068−53.3% | Reduced |
| Crescent Capital Consulting, LLC | 907 | $51.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 837 | $48.0K | 0.00% | +142+20.4% | Added |
| 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 |
| Oakworth Capital, Inc. | 786 | $45.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Atlas Private Wealth Advisors | 748 | $43.0K | 0.02% | −160−17.6% | Reduced |
| M&R Capital Management Inc | 750 | $42.0K | 0.01% | −100−11.8% | Reduced |
| Meeder Asset Management Inc | 718 | $41.0K | 0.00% | −2,725−79.1% | Reduced |
| 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 |
| Proequities, Inc. | 667 | $38.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 582 | $33.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 573 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 550 | $31.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 539 | $31.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 534 | $31.0K | 0.03% | +4+0.8% | Added |
| Parkside Financial Bank & Trust | 534 | $30.0K | 0.01% | +37+7.4% | Added |
| Flagship Private Wealth, LLC | 511 | $29.5K | 0.02% | +4+0.8% | Added |
| Selective Wealth Management, Inc. | 508 | $29.0K | 0.02% | +1+0.2% | Added |
| CoreFirst Bank & Trust | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 514 | $29.0K | 0.00% | +89+20.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $29.0K | 0.00% | +500 | New |
| Huntington National Bank | 468 | $27.0K | 0.00% | −178−27.6% | Reduced |
| Financial Insights, Inc. | 448 | $25.6K | 0.02% | +448 | New |
| CVA Family Office, LLC | 435 | $25.0K | 0.01% | +200+85.1% | Added |
| Gradient Investments LLC | 396 | $23.0K | 0.00% | −89−18.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 404 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 408 | $23.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 383 | $22.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 384 | $22.0K | 0.01% | −24−5.9% | Reduced |
| Lake Point Wealth Management | 388 | $22.0K | 0.01% | +388 | New |
| Prestige Wealth Management Group LLC | 369 | $21.0K | 0.01% | −98−21.0% | Reduced |
| WealthShield Partners, LLC | 348 | $20.0K | 0.00% | +1+0.3% | Added |
| Exchange Traded Concepts, LLC | 349 | $20.0K | 0.00% | +349 | New |
| Institutional & Family Asset Management, LLC | 339 | $19.0K | 0.00% | +35+11.5% | Added |
| Enterprise Financial Services Corp | 312 | $18.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 310 | $18.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 323 | $18.0K | 0.00% | +19+6.3% | Added |
| Heritage Wealth Advisors | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 303 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 291 | $16.0K | 0.00% | +1+0.3% | Added |
| Clearstead Advisors, LLC | 262 | $15.0K | 0.00% | +262 | New |
| Optimum Investment Advisors | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 240 | $14.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 245 | $14.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 251 | $14.0K | 0.00% | +76+43.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 220 | $13.0K | 0.00% | −453−67.3% | Reduced |
| Cordasco Financial Network | 233 | $13.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 231 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 219 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 203 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 191 | $11.0K | 0.00% | +9+4.9% | Added |
| JFS Wealth Advisors, LLC | 185 | $11.0K | 0.00% | +185 | New |
| Hantz Financial Services, Inc. | 182 | $10.0K | 0.00% | −51−21.9% | Reduced |
| Massmutual Trust Co FSB | 175 | $10.0K | 0.00% | −17−8.9% | Reduced |
| First Horizon Advisors, Inc. | 178 | $10.0K | 0.00% | −18−9.2% | Reduced |
| Zions Bancorporation, N.A. | 183 | $10.0K | 0.00% | +11+6.4% | Added |
| Eagle Bay Advisors LLC | 160 | $10.0K | 0.01% | +160 | New |
| Smithfield Trust Co | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $9.00K | 0.00% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 166 | $9.00K | 0.00% | +17+11.4% | Added |
| Avion Wealth | 154 | $9.00K | 0.00% | +4+2.7% | Added |
| Strategic Blueprint, LLC | 136 | $8.00K | 0.00% | +136 | New |
| Accel Wealth Management | 122 | $7.00K | 0.00% | −223−64.6% | Reduced |
| Sargent Bickham Lagudis LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |