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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 663 | $37.0K | 0.02% | +155+30.5% | Added |
| Kistler-Tiffany Companies, LLC | 691 | $38.0K | 0.01% | −72−9.4% | Reduced |
| Private Capital Group, LLC | 678 | $38.0K | 0.01% | −21−3.0% | Reduced |
| Atlas Private Wealth Advisors | 704 | $39.0K | 0.02% | −44−5.9% | Reduced |
| Reilly Financial Advisors, LLC | 700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 750 | $41.0K | 0.01% | +750 | New |
| Jacobi Capital Management LLC | 766 | $42.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 786 | $43.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 826 | $46.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 846 | $47.0K | 0.00% | +15+1.8% | Added |
| TCI Wealth Advisors, Inc. | 882 | $49.0K | 0.01% | +24+2.8% | Added |
| Semmax Financial Advisors Inc. | 913 | $50.0K | 0.02% | −7,145−88.7% | Reduced |
| First Horizon Advisors, Inc. | 914 | $50.0K | 0.00% | +736+413.5% | Added |
| Steward Partners Investment Advisory, LLC | 941 | $52.0K | 0.00% | +4+0.4% | Added |
| JJJ Advisors Inc. | 946 | $52.0K | 0.02% | +90+10.5% | Added |
| Logan Capital Management Inc | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,025 | $57.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,040 | $57.0K | 0.00% | +203+24.3% | Added |
| Dark Forest Capital Management LP | 1,091 | $60.0K | 0.02% | +1,091 | New |
| AdvisorNet Financial, Inc | 1,106 | $61.0K | 0.00% | +2+0.2% | Added |
| Arkadios Wealth Advisors | 1,134 | $62.0K | 0.01% | −600−34.6% | Reduced |
| Proequities, Inc. | 1,123 | $62.0K | 0.00% | +456+68.4% | Added |
| Jones Financial Companies LLLP | 1,140 | $63.0K | 0.00% | −61−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,185 | $65.0K | 0.00% | +990+507.7% | Added |
| Anchor Investment Management, LLC | 1,200 | $66.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,246 | $68.8K | 0.00% | +70+6.0% | Added |
| Harbor Investment Advisory, LLC | 1,245 | $69.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,271 | $70.0K | 0.00% | +442+53.3% | Added |
| Moser Wealth Advisors, LLC | 1,305 | $72.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 1,333 | $74.0K | 0.00% | 00.0% | Unchanged |
| Cooperman Leon G | 1,342 | $74.0K | 0.00% | +1,342 | New |
| Global Retirement Partners, LLC | 1,376 | $76.0K | 0.01% | +17+1.3% | Added |
| Motco | 1,415 | $78.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,434 | $79.0K | 0.00% | +354+32.8% | Added |
| Heritage Wealth Management, LLC | 1,449 | $80.0K | 0.03% | −376−20.6% | Reduced |
| Lazard Asset Management LLC | 1,460 | $80.0K | 0.00% | +129+9.7% | Added |
| Ellis Investment Partners, LLC | 1,493 | $82.0K | 0.02% | +11+0.7% | Added |
| NuWave Investment Management, LLC | 1,558 | $86.0K | 0.10% | +1,558 | New |
| Bogart Wealth, LLC | 1,622 | $90.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,655 | $91.0K | 0.01% | −8−0.5% | Reduced |
| Bellevue Asset Management, LLC | 1,650 | $92.0K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,675 | $92.0K | 0.01% | +75+4.7% | Added |
| Ellevest, Inc. | 1,743 | $96.0K | 0.01% | −11−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,774 | $98.0K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,800 | $99.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,788 | $99.0K | 0.00% | +272+17.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $102.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,897 | $105.0K | 0.01% | +676+55.4% | Added |
| Berman Capital Advisors, LLC | 1,913 | $105.0K | 0.02% | +764+66.5% | Added |
| NEXT Financial Group, Inc | 2,023 | $112.0K | 0.01% | +507+33.4% | Added |
| Paloma Partners Management Co | 2,049 | $113.0K | 0.00% | −5,448−72.7% | Reduced |
| Caldwell Trust Co | 2,120 | $117.0K | 0.01% | +2,120 | New |
| Alpha Paradigm Partners, LLC | 2,329 | $129.0K | 0.05% | +2,329 | New |
| Harvest Fund Management Co., Ltd | 2,463 | $135.0K | 0.03% | −636−20.5% | Reduced |
| Deseret Mutual Benefit Administrators | 2,534 | $140.0K | 0.03% | −817−24.4% | Reduced |
| Quadrant Capital Group LLC | 2,568 | $142.0K | 0.02% | +348+15.7% | Added |
| Strategic Wealth Management Inc | 2,676 | $148.0K | 0.08% | −2,268−45.9% | Reduced |
| Lindbrook Capital, LLC | 2,818 | $156.0K | 0.04% | −12−0.4% | Reduced |
| Atlas Capital Advisors LLC | 2,905 | $160.4K | 0.03% | −4,112−58.6% | Reduced |
| Acadian Asset Management LLC | 2,937 | $161.0K | 0.00% | −1,220−29.3% | Reduced |
| Carroll Financial Associates, Inc. | 2,986 | $164.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,995 | $165.0K | 0.00% | +222+8.0% | Added |
| American Portfolios Advisors | 3,074 | $169.7K | 0.01% | −210−6.4% | Reduced |
| Spire Wealth Management | 3,083 | $170.0K | 0.00% | +800+35.0% | Added |
| Sentry Investment Management LLC | 3,091 | $171.0K | 0.05% | +3,070+14,619.0% | Added |
| BBVA USA | 3,109 | $172.0K | 0.01% | +238+8.3% | Added |
| IFP Advisors, Inc | 3,164 | $179.0K | 0.00% | −1,566−33.1% | Reduced |
| Regentatlantic Capital LLC | 3,649 | $201.0K | 0.01% | −11−0.3% | Reduced |
| FDx Advisors, Inc. | 3,665 | $202.0K | 0.01% | −72−1.9% | Reduced |
| Toroso Investments, LLC | 3,655 | $202.0K | 0.01% | +3,655 | New |
| Centiva Capital, LP | 3,654 | $202.0K | 0.02% | +3,654 | New |
| Signaturefd, LLC | 3,681 | $203.0K | 0.01% | +471+14.7% | Added |
| Gotham Asset Management, LLC | 3,754 | $207.0K | 0.01% | −2,366−38.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,773 | $208.0K | 0.03% | −114−2.9% | Reduced |
| Advisory Research Inc | 3,810 | $210.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,848 | $212.0K | 0.02% | −804−17.3% | Reduced |
| Clarius Group, LLC | 3,838 | $212.0K | 0.02% | +106+2.8% | Added |
| Laidlaw Wealth Management LLC | 3,832 | $212.0K | 0.05% | +294+8.3% | Added |
| Veritable, L.P. | 3,861 | $213.0K | 0.00% | +46+1.2% | Added |
| Kovack Advisors, Inc. | 3,876 | $214.0K | 0.02% | +3+0.1% | Added |
| Haverford Trust Co | 3,933 | $217.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 3,933 | $217.0K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,949 | $218.0K | 0.01% | +3,949 | New |
| Buckingham Strategic Wealth, LLC | 4,045 | $223.0K | 0.00% | −4−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 4,060 | $224.0K | 0.03% | −25−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,100 | $226.0K | 0.02% | +405+11.0% | Added |
| Bessemer Group Inc | 4,122 | $227.0K | 0.00% | +780+23.3% | Added |
| Wedbush Securities Inc | 4,268 | $236.0K | 0.01% | −1,600−27.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,356 | $242.0K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,400 | $243.0K | 0.10% | +293+7.1% | Added |
| Westfield Capital Management Co LP | 4,442 | $245.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,424 | $246.0K | 0.01% | +439+11.0% | Added |
| HighPoint Advisor Group LLC | 4,474 | $247.0K | 0.02% | −866−16.2% | Reduced |
| Equitable Holdings, Inc. | 4,487 | $248.0K | 0.00% | −5,517−55.1% | Reduced |
| First Heartland Consultants, Inc. | 4,581 | $253.0K | 0.04% | −364−7.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,644 | $256.0K | 0.01% | +4,644 | New |
| Swiss Life Asset Management Ltd | 4,699 | $259.0K | 0.00% | −5,147−52.3% | Reduced |
| Sheets Smith Wealth Management | 4,725 | $261.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,798 | $269.0K | 0.11% | −419−8.0% | Reduced |
| Hodges Capital Management Inc. | 4,900 | $271.0K | 0.02% | 00.0% | Unchanged |