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, Q4 2021

Institutional positions in Ventas, Inc. as of Dec 31, 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
635
+13 vs. Q3 2021
Shares held
376.7M
+1.70M (+0.5%) vs. Q3 2021
Total value
$19.3B
−$1.48B (−7.1%) vs. Q3 2021
New holders
88
221 more added
Sold out
75
234 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 635 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 heldQ4 2021: $19.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2021.

Institutions holding VTR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Covington Capital Management6$00.00%−533−98.9%Reduced
First Bank & Trust4$00.00%00.0%Unchanged
Atticus Wealth Management, LLC2$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$00.00%+9New
Curi Capital12$00.00%+12New
Cassady Schiller Wealth Management, LLC5$00.00%+5New
Estabrook Capital Management7$3580.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC22$1.00K0.00%−53−70.7%Reduced
Thompson Siegel & Walmsley LLC10$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.10$1.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.11$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC17$1.00K0.00%+16+1,600.0%Added
Central Trust Co26$1.00K0.00%+26New
South State Corp.12$1.00K0.00%+12New
Core Alternative Capital24$1.00K0.00%+24New
Snowden Capital Advisors LLC23$1.00K0.00%+23New
Kelly Financial Services LLC21$1.07K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc41$2.00K0.00%−84−67.2%Reduced
Bell Investment Advisors, Inc31$2.00K0.00%−34−52.3%Reduced
Ci Investments Inc.46$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC44$2.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC42$2.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC31$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC39$2.00K0.00%00.0%Unchanged
Key Financial Inc35$2.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC40$2.00K0.00%00.0%Unchanged
Signet Financial Management, LLC32$2.00K0.00%+32New
Washington Trust Advisors, Inc.33$2.00K0.00%+33New
Amplius Wealth Advisors, LLC45$2.00K0.00%+45New
Sutton Wealth Advisors Inc.52$2.66K0.00%+20+62.5%Added
MV Capital Management, Inc.50$3.00K0.00%−46−47.9%Reduced
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.63$3.00K0.00%+63New
TD Waterhouse Canada Inc.51$3.45K0.00%+51New
Wolff Wiese Magana LLC70$4.00K0.00%−10−12.5%Reduced
EverSource Wealth Advisors, LLC89$4.00K0.00%+89New
Disciplined Investments, LLC88$4.00K0.00%+88New
Raffa Wealth Management, LLC79$4.04K0.00%00.0%Unchanged
Stephens Consulting, LLC90$4.60K0.00%+90New
M&R Capital Management Inc100$5.00K0.00%−450−81.8%Reduced
Center for Financial Planning, Inc.100$5.00K0.00%00.0%Unchanged
Addison Advisors LLC91$5.00K0.00%−19−17.3%Reduced
SOA Wealth Advisors, LLC.109$5.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC99$5.00K0.00%00.0%Unchanged
Accel Wealth Management93$5.00K0.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.100$5.00K0.02%+100New
Cordasco Financial Network125$6.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC115$6.00K0.00%+1+0.9%Added
Capital Analysts, LLC111$6.00K0.00%+1+0.9%Added
Professional Financial Advisors, LLC111$6.00K0.00%00.0%Unchanged
TSFG, LLC117$6.00K0.00%00.0%Unchanged
Quent Capital, LLC123$6.00K0.00%+123New
First Manhattan Co142$7.00K0.00%−283−66.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich138$7.00K0.00%−138−50.0%Reduced
Massmutual Trust Co FSB139$7.00K0.00%−36−20.6%Reduced
Hantz Financial Services, Inc.154$8.00K0.00%−28−15.4%Reduced
Brown Brothers Harriman & Co166$8.00K0.00%00.0%Unchanged
Smithfield Trust Co160$8.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.166$8.00K0.00%+2+1.2%Added
Avion Wealth154$8.00K0.00%00.0%Unchanged
Monolith Advisors174$9.00K0.01%+174New
Gemmer Asset Management LLC195$10.0K0.00%+2+1.0%Added
Crewe Advisors LLC219$11.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC237$12.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC231$12.0K0.00%00.0%Unchanged
Optimum Investment Advisors250$13.0K0.01%00.0%Unchanged
Covestor Ltd262$13.0K0.02%+262New
Hudock, Inc.292$14.0K0.00%+1+0.3%Added
Vectors Research Management, LLC303$15.0K0.00%−20−6.2%Reduced
Heritage Wealth Advisors300$15.0K0.00%00.0%Unchanged
Earnest Partners LLC288$15.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.294$15.0K0.00%+127+76.0%Added
Citizens National Bank Trust Department289$15.0K0.01%+289New
Farmers & Merchants Investments Inc318$16.0K0.00%−867−73.2%Reduced
NVWM, LLC310$16.0K0.00%00.0%Unchanged
Silvant Capital Management LLC310$16.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.305$16.0K0.00%+205+205.0%Added
Glassman Wealth Services362$19.0K0.00%+23+6.8%Added
Gradient Investments LLC396$20.0K0.00%−105−21.0%Reduced
Sittner & Nelson, LLC401$20.0K0.01%−7−1.7%Reduced
GPS Wealth Strategies Group, LLC400$20.0K0.00%00.0%Unchanged
Lake Point Wealth Management388$20.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.383$20.0K0.01%00.0%Unchanged
O'Dell Group, LLC423$22.0K0.01%+3+0.7%Added
Missouri Trust & Investment Co431$22.0K0.01%+431New
JJJ Advisors Inc.449$23.0K0.01%−497−52.5%Reduced
Prestige Wealth Management Group LLC460$24.0K0.01%−7−1.5%Reduced
Semmax Financial Advisors Inc.504$26.0K0.01%−409−44.8%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP500$26.0K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC507$26.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust500$26.0K0.02%00.0%Unchanged
Institutional & Family Asset Management, LLC532$27.0K0.00%+50+10.4%Added
Johnson Midwest Financial, LLC543$28.0K0.02%+5+0.9%Added
Huntington National Bank538$28.0K0.00%+70+15.0%Added
JNBA Financial Advisors573$29.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC598$30.6K0.00%−2,307−79.4%Reduced
Selective Wealth Management, Inc.605$31.0K0.01%−58−8.7%Reduced
Private Capital Group, LLC654$34.0K0.01%−24−3.5%Reduced
Kistler-Tiffany Companies, LLC693$35.0K0.01%+2+0.3%Added