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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 678 | $35.0K | 0.00% | +88+14.9% | Added |
| Reilly Financial Advisors, LLC | 700 | $36.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 766 | $39.0K | 0.01% | −116−13.2% | Reduced |
| MUFG Americas Holdings Corp | 768 | $39.0K | 0.00% | +288+60.0% | Added |
| Charter Oak Capital Management, LLC | 785 | $40.0K | 0.00% | −240−23.4% | Reduced |
| Ahrens Investment Partners LLC | 789 | $40.0K | 0.02% | +789 | New |
| Proequities, Inc. | 817 | $42.0K | 0.00% | −306−27.2% | Reduced |
| Eukles Asset Management | 826 | $42.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 846 | $43.0K | 0.00% | −194−18.7% | Reduced |
| First Horizon Advisors, Inc. | 842 | $43.0K | 0.00% | −72−7.9% | Reduced |
| CWM, LLC | 871 | $45.0K | 0.00% | +871 | New |
| Beaird Harris Wealth Management, LLC | 890 | $45.0K | 0.02% | +890 | New |
| CVA Family Office, LLC | 910 | $47.0K | 0.01% | +910 | New |
| TD Private Client Wealth LLC | 932 | $47.6K | 0.00% | −314−25.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 985 | $50.0K | 0.00% | +44+4.7% | Added |
| Logan Capital Management Inc | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,050 | $54.0K | 0.00% | −1,945−64.9% | Reduced |
| Evoke Wealth, LLC | 1,080 | $56.0K | 0.00% | −354−24.7% | Reduced |
| AdvisorNet Financial, Inc | 1,134 | $58.0K | 0.00% | +28+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,163 | $59.0K | 0.00% | −108−8.5% | Reduced |
| Anchor Investment Management, LLC | 1,200 | $61.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,206 | $62.0K | 0.02% | +1,206 | New |
| Jones Financial Companies LLLP | 1,244 | $64.0K | 0.00% | +104+9.1% | Added |
| Moser Wealth Advisors, LLC | 1,305 | $67.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,333 | $68.0K | 0.00% | 00.0% | Unchanged |
| Cooperman Leon G | 1,342 | $69.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,378 | $70.0K | 0.00% | +1,378 | New |
| Harbor Investment Advisory, LLC | 1,408 | $72.0K | 0.01% | +163+13.1% | Added |
| Ellis Investment Partners, LLC | 1,505 | $76.0K | 0.02% | +12+0.8% | Added |
| Bellevue Asset Management, LLC | 1,550 | $79.0K | 0.05% | −100−6.1% | Reduced |
| Lazard Asset Management LLC | 1,567 | $80.0K | 0.00% | +107+7.3% | Added |
| Parallel Advisors, LLC | 1,590 | $81.0K | 0.00% | −198−11.1% | Reduced |
| Lee Financial Co | 1,588 | $81.0K | 0.02% | +1,449+1,042.4% | Added |
| CoreCap Advisors, LLC | 1,652 | $84.0K | 0.01% | +1,652 | New |
| Motco | 1,669 | $85.0K | 0.01% | +254+18.0% | Added |
| Stonebridge Capital Advisors LLC | 1,675 | $86.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,735 | $89.0K | 0.01% | +113+7.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $91.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $94.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,903 | $97.0K | 0.01% | +248+15.0% | Added |
| North Star Investment Management Corp. | 2,097 | $107.0K | 0.01% | +200+10.5% | Added |
| Caldwell Trust Co | 2,120 | $108.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,240 | $115.0K | 0.01% | −328−12.8% | Reduced |
| IFP Advisors, Inc | 2,247 | $117.0K | 0.00% | −917−29.0% | Reduced |
| AIA Group Ltd | 2,304 | $118.0K | 0.01% | +2,304 | New |
| Harvest Fund Management Co., Ltd | 2,463 | $126.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,467 | $127.0K | 0.01% | +444+21.9% | Added |
| Federated Hermes, Inc. | 2,545 | $130.0K | 0.00% | −2,780−52.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,534 | $130.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,575 | $132.0K | 0.01% | +832+47.7% | Added |
| Sentry Investment Management LLC | 2,683 | $137.0K | 0.04% | −408−13.2% | Reduced |
| Strategic Wealth Management Inc | 2,676 | $137.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,838 | $145.0K | 0.02% | +20+0.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,943 | $150.0K | 0.13% | +2,943 | New |
| American Portfolios Advisors | 3,001 | $153.4K | 0.01% | −73−2.4% | Reduced |
| Spire Wealth Management | 3,462 | $177.0K | 0.00% | +379+12.3% | Added |
| Castleview Partners, LLC | 9,048 | $177.0K | 0.00% | +9,048 | New |
| Signaturefd, LLC | 3,487 | $178.0K | 0.01% | −194−5.3% | Reduced |
| Parkside Financial Bank & Trust | 3,674 | $188.0K | 0.05% | +3,117+559.6% | Added |
| Haverford Trust Co | 3,934 | $201.0K | 0.00% | +10.0% | Added |
| NJ State Employees Deferred Compensation Plan | 3,933 | $201.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,936 | $201.0K | 0.01% | +182+4.8% | Added |
| Siemens Fonds Invest GmbH | 3,935 | $202.0K | 0.01% | −14−0.4% | Reduced |
| Delphia (USA) Inc. | 3,954 | $202.0K | 0.21% | +3,954 | New |
| Cutler Group LP | 3,983 | $203.0K | 0.01% | +3,983 | New |
| Buckingham Strategic Wealth, LLC | 3,993 | $204.0K | 0.00% | −52−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 4,072 | $208.0K | 0.02% | +12+0.3% | Added |
| Heirloom Wealth Management | 4,050 | $209.0K | 0.18% | +4,050 | New |
| Diversified Trust Co | 4,136 | $211.0K | 0.01% | −3,136−43.1% | Reduced |
| Equitable Holdings, Inc. | 4,138 | $212.0K | 0.00% | −349−7.8% | Reduced |
| Veritable, L.P. | 4,138 | $212.0K | 0.00% | +277+7.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,321 | $221.0K | 0.02% | +221+5.4% | Added |
| Toroso Investments, LLC | 4,316 | $221.0K | 0.01% | +661+18.1% | Added |
| Cetera Advisors LLC | 4,340 | $222.0K | 0.00% | −583−11.8% | Reduced |
| Wedbush Securities Inc | 4,369 | $223.0K | 0.01% | +101+2.4% | Added |
| Westfield Capital Management Co LP | 4,442 | $227.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,488 | $229.0K | 0.01% | −156−3.4% | Reduced |
| Leisure Capital Management | 4,502 | $230.0K | 0.11% | +4,502 | New |
| Clarius Group, LLC | 4,512 | $231.0K | 0.02% | +674+17.6% | Added |
| First Heartland Consultants, Inc. | 4,581 | $234.0K | 0.03% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,711 | $241.0K | 0.00% | −1,811−27.8% | Reduced |
| Landscape Capital Management, L.L.C. | 4,714 | $241.0K | 0.03% | +4,714 | New |
| Commons Capital, LLC | 4,752 | $243.0K | 0.24% | +4,752 | New |
| Wambolt & Associates, LLC | 4,764 | $244.0K | 0.09% | −34−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 4,824 | $247.0K | 0.05% | −99−2.0% | Reduced |
| Angeles Investment Advisors, LLC | 4,803 | $247.0K | 0.01% | +447+10.3% | Added |
| Sheets Smith Wealth Management | 4,845 | $248.0K | 0.03% | +120+2.5% | Added |
| Fortitude Advisory Group L.L.C. | 4,817 | $248.0K | 0.13% | +4,817 | New |
| Hodges Capital Management Inc. | 4,900 | $250.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,928 | $252.0K | 0.03% | −136−2.7% | Reduced |
| Fort Sheridan Advisors LLC | 4,946 | $253.0K | 0.07% | −1,576−24.2% | Reduced |
| Bessemer Group Inc | 5,055 | $259.0K | 0.00% | +933+22.6% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $261.0K | 0.09% | 00.0% | Unchanged |
| Flower City Capital | 5,084 | $262.0K | 0.25% | +5,084 | New |
| Summit Place Financial Advisors, LLC | 5,200 | $266.0K | 0.18% | −24,515−82.5% | Reduced |
| Hilltop Wealth Advisors, LLC | 5,230 | $267.0K | 0.19% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,373 | $267.0K | 0.01% | +2,387+79.9% | Added |
| West Oak Capital, LLC | 5,255 | $269.0K | 0.10% | +130+2.5% | Added |
| Morningstar Investment Services LLC | 5,284 | $270.0K | 0.00% | −13,555−72.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,273 | $270.0K | 0.08% | 00.0% | Unchanged |