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, Q3 2021
Institutional positions in Ventas, Inc. as of Sep 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
- 630
- −8 vs. Q2 2021
- Shares held
- 375.0M
- +24.5M (+7.0%) vs. Q2 2021
- Total value
- $20.7B
- +$705.1M (+3.5%) vs. Q2 2021
- New holders
- 58
- 265 more added
- Sold out
- 66
- 200 more reduced
10 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 7 | $0 | 0.00% | −153−95.6% | Reduced |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1 | $0 | 0.00% | +1 | New |
| Estabrook Capital Management | 7 | $386 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glazer Capital, LLC | 14 | $1.00K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Kelly Financial Services LLC | 21 | $1.14K | 0.00% | −1,153−98.2% | Reduced |
| Sutton Wealth Advisors Inc. | 32 | $1.77K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 42 | $2.00K | 0.00% | +32+320.0% | Added |
| BDO Wealth Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Enterprise Financial Services Corp | 50 | $3.00K | 0.00% | −262−84.0% | Reduced |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Exane Derivatives | 55 | $3.04K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 75 | $4.00K | 0.00% | −145−65.9% | Reduced |
| Wolff Wiese Magana LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $4.00K | 0.00% | +65 | New |
| Raffa Wealth Management, LLC | 79 | $4.36K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 93 | $5.00K | 0.00% | −29−23.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 96 | $5.00K | 0.00% | +42+77.8% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 114 | $6.00K | 0.00% | +1+0.9% | Added |
| Professional Financial Advisors, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 109 | $6.00K | 0.00% | −1−0.9% | Reduced |
| TSFG, LLC | 117 | $6.00K | 0.00% | +109+1,362.5% | Added |
| Capital Analysts, LLC | 110 | $6.00K | 0.00% | +110 | New |
| Cordasco Financial Network | 125 | $7.00K | 0.00% | −108−46.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 125 | $7.00K | 0.00% | +41+48.8% | Added |
| Lee Financial Co | 139 | $8.00K | 0.00% | +72+107.5% | Added |
| Zions Bancorporation, N.A. | 167 | $9.00K | 0.00% | −16−8.7% | Reduced |
| Brown Brothers Harriman & Co | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 164 | $9.00K | 0.00% | +1+0.6% | Added |
| Avion Wealth | 154 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 155 | $9.00K | 0.00% | +43+38.4% | Added |
| JFS Wealth Advisors, LLC | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 182 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 175 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 193 | $11.0K | 0.00% | +2+1.0% | Added |
| Crewe Advisors LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 237 | $13.0K | 0.00% | −25−9.5% | Reduced |
| McIlrath & Eck, LLC | 231 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 276 | $15.0K | 0.00% | +276 | New |
| Hudock, Inc. | 291 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $16.0K | 0.00% | +85+41.9% | Added |
| Heritage Wealth Advisors | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 310 | $17.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 323 | $18.0K | 0.00% | +20+6.6% | Added |
| Cahill Financial Advisors Inc | 317 | $18.0K | 0.00% | +317 | New |
| Liberty Wealth Management LLC | 341 | $19.0K | 0.01% | −43−11.2% | Reduced |
| Glassman Wealth Services | 339 | $19.0K | 0.00% | +16+5.0% | Added |
| Lake Point Wealth Management | 388 | $21.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 383 | $21.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 400 | $22.0K | 0.01% | −100−20.0% | Reduced |
| Independence Bank of Kentucky | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 404 | $22.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 425 | $23.0K | 0.00% | −89−17.3% | Reduced |
| Sittner & Nelson, LLC | 408 | $23.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 425 | $23.0K | 0.00% | +76+21.8% | Added |
| O'Dell Group, LLC | 420 | $23.0K | 0.01% | +420 | New |
| RPG Investment Advisory, LLC | 432 | $24.0K | 0.00% | +187+76.3% | Added |
| Glen Eagle Advisors, LLC | 450 | $24.8K | 0.01% | −610−57.5% | Reduced |
| Prestige Wealth Management Group LLC | 467 | $25.0K | 0.01% | +98+26.6% | Added |
| Huntington National Bank | 468 | $26.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 482 | $27.0K | 0.00% | +143+42.2% | Added |
| MUFG Americas Holdings Corp | 480 | $27.0K | 0.00% | +480 | New |
| Clean Yield Group | 500 | $28.0K | 0.01% | −1,500−75.0% | Reduced |
| Crescent Capital Consulting, LLC | 507 | $28.0K | 0.01% | −400−44.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 501 | $28.0K | 0.00% | +105+26.5% | Added |
| US Asset Management LLC | 519 | $29.0K | 0.03% | +519 | New |
| M&R Capital Management Inc | 550 | $30.0K | 0.01% | −200−26.7% | Reduced |
| Arlington Partners LLC | 539 | $30.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 538 | $30.0K | 0.02% | +4+0.7% | Added |
| Covington Capital Management | 539 | $30.0K | 0.00% | +539 | New |
| D'Orazio & Associates, Inc. | 551 | $30.0K | 0.01% | +551 | New |
| Parkside Financial Bank & Trust | 557 | $31.0K | 0.01% | +23+4.3% | Added |
| JNBA Financial Advisors | 573 | $32.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 590 | $32.0K | 0.00% | +339+135.1% | Added |
| Systematic Alpha Investments, LLC | 678 | $36.0K | 0.00% | +678 | New |