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, 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.

Institutional holdersQ3 2021: 630 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 heldQ3 2021: $20.7B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2021.

Institutions holding VTR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.1,271$70.0K0.00%+442+53.3%Added
Harbor Investment Advisory, LLC1,245$69.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC1,246$68.8K0.00%+70+6.0%Added
Anchor Investment Management, LLC1,200$66.3K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc1,185$65.0K0.00%+990+507.7%Added
Jones Financial Companies LLLP1,140$63.0K0.00%−61−5.1%Reduced
Arkadios Wealth Advisors1,134$62.0K0.01%−600−34.6%Reduced
Proequities, Inc.1,123$62.0K0.00%+456+68.4%Added
AdvisorNet Financial, Inc1,106$61.0K0.00%+2+0.2%Added
Dark Forest Capital Management LP1,091$60.0K0.02%+1,091New
Charter Oak Capital Management, LLC1,025$57.0K0.01%00.0%Unchanged
Allworth Financial LP1,040$57.0K0.00%+203+24.3%Added
Logan Capital Management Inc1,000$55.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC941$52.0K0.00%+4+0.4%Added
JJJ Advisors Inc.946$52.0K0.02%+90+10.5%Added
Semmax Financial Advisors Inc.913$50.0K0.02%−7,145−88.7%Reduced
First Horizon Advisors, Inc.914$50.0K0.00%+736+413.5%Added
TCI Wealth Advisors, Inc.882$49.0K0.01%+24+2.8%Added
CX Institutional846$47.0K0.00%+15+1.8%Added
Eukles Asset Management826$46.0K0.03%00.0%Unchanged
Oakworth Capital, Inc.786$43.0K0.00%00.0%Unchanged
Jacobi Capital Management LLC766$42.0K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC750$41.0K0.01%+750New
Atlas Private Wealth Advisors704$39.0K0.02%−44−5.9%Reduced
Reilly Financial Advisors, LLC700$39.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC691$38.0K0.01%−72−9.4%Reduced
Private Capital Group, LLC678$38.0K0.01%−21−3.0%Reduced
Selective Wealth Management, Inc.663$37.0K0.02%+155+30.5%Added
Systematic Alpha Investments, LLC678$36.0K0.00%+678New
JNBA Financial Advisors573$32.0K0.00%00.0%Unchanged
FourThought Financial, LLC590$32.0K0.00%+339+135.1%Added
Parkside Financial Bank & Trust557$31.0K0.01%+23+4.3%Added
M&R Capital Management Inc550$30.0K0.01%−200−26.7%Reduced
Arlington Partners LLC539$30.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC538$30.0K0.02%+4+0.7%Added
Covington Capital Management539$30.0K0.00%+539New
D'Orazio & Associates, Inc.551$30.0K0.01%+551New
US Asset Management LLC519$29.0K0.03%+519New
Clean Yield Group500$28.0K0.01%−1,500−75.0%Reduced
Crescent Capital Consulting, LLC507$28.0K0.01%−400−44.1%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP500$28.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust500$28.0K0.02%00.0%Unchanged
Gradient Investments LLC501$28.0K0.00%+105+26.5%Added
Institutional & Family Asset Management, LLC482$27.0K0.00%+143+42.2%Added
MUFG Americas Holdings Corp480$27.0K0.00%+480New
Huntington National Bank468$26.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC467$25.0K0.01%+98+26.6%Added
Glen Eagle Advisors, LLC450$24.8K0.01%−610−57.5%Reduced
RPG Investment Advisory, LLC432$24.0K0.00%+187+76.3%Added
First Manhattan Co425$23.0K0.00%−89−17.3%Reduced
Sittner & Nelson, LLC408$23.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC425$23.0K0.00%+76+21.8%Added
O'Dell Group, LLC420$23.0K0.01%+420New
GPS Wealth Strategies Group, LLC400$22.0K0.01%−100−20.0%Reduced
Independence Bank of Kentucky400$22.0K0.01%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC404$22.0K0.01%00.0%Unchanged
Lake Point Wealth Management388$21.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.383$21.0K0.01%00.0%Unchanged
Liberty Wealth Management LLC341$19.0K0.01%−43−11.2%Reduced
Glassman Wealth Services339$19.0K0.00%+16+5.0%Added
Vectors Research Management, LLC323$18.0K0.00%+20+6.6%Added
Cahill Financial Advisors Inc317$18.0K0.00%+317New
NVWM, LLC310$17.0K0.01%00.0%Unchanged
Silvant Capital Management LLC310$17.0K0.00%00.0%Unchanged
Heritage Wealth Advisors300$16.6K0.00%00.0%Unchanged
Hudock, Inc.291$16.0K0.00%00.0%Unchanged
Earnest Partners LLC288$16.0K0.00%+85+41.9%Added
Bank Julius Baer & Co. Ltd, Zurich276$15.0K0.00%+276New
Optimum Investment Advisors250$14.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC237$13.0K0.00%−25−9.5%Reduced
McIlrath & Eck, LLC231$13.0K0.00%00.0%Unchanged
Crewe Advisors LLC219$12.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC193$11.0K0.00%+2+1.0%Added
JFS Wealth Advisors, LLC185$10.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.182$10.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB175$10.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.167$9.00K0.00%−16−8.7%Reduced
Brown Brothers Harriman & Co166$9.00K0.00%00.0%Unchanged
Smithfield Trust Co160$9.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.164$9.00K0.00%+1+0.6%Added
Avion Wealth154$9.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC155$9.00K0.00%+43+38.4%Added
Lee Financial Co139$8.00K0.00%+72+107.5%Added
Cordasco Financial Network125$7.00K0.00%−108−46.4%Reduced
Whittier Trust Co of Nevada Inc125$7.00K0.00%+41+48.8%Added
Cullen/Frost Bankers, Inc.100$6.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC114$6.00K0.00%+1+0.9%Added
Professional Financial Advisors, LLC111$6.00K0.00%00.0%Unchanged
Pacifica Partners Inc.100$6.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$6.00K0.00%00.0%Unchanged
Addison Advisors LLC110$6.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.109$6.00K0.00%−1−0.9%Reduced
TSFG, LLC117$6.00K0.00%+109+1,362.5%Added
Capital Analysts, LLC110$6.00K0.00%+110New
Accel Wealth Management93$5.00K0.00%−29−23.8%Reduced
Plante Moran Financial Advisors, LLC99$5.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC97$5.00K0.00%00.0%Unchanged
Resolute Partners Group97$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.96$5.00K0.00%+42+77.8%Added
Raffa Wealth Management, LLC79$4.36K0.00%00.0%Unchanged