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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1,652 | $84.0K | 0.01% | +1,652 | New |
| 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 |
| Lazard Asset Management LLC | 1,567 | $80.0K | 0.00% | +107+7.3% | Added |
| Bellevue Asset Management, LLC | 1,550 | $79.0K | 0.05% | −100−6.1% | Reduced |
| Ellis Investment Partners, LLC | 1,505 | $76.0K | 0.02% | +12+0.8% | Added |
| Harbor Investment Advisory, LLC | 1,408 | $72.0K | 0.01% | +163+13.1% | Added |
| Trust Co of Vermont | 1,378 | $70.0K | 0.00% | +1,378 | New |
| Cooperman Leon G | 1,342 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,333 | $68.0K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 1,305 | $67.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,244 | $64.0K | 0.00% | +104+9.1% | Added |
| Benjamin Edwards Inc | 1,206 | $62.0K | 0.02% | +1,206 | New |
| Anchor Investment Management, LLC | 1,200 | $61.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,163 | $59.0K | 0.00% | −108−8.5% | Reduced |
| AdvisorNet Financial, Inc | 1,134 | $58.0K | 0.00% | +28+2.5% | Added |
| Evoke Wealth, LLC | 1,080 | $56.0K | 0.00% | −354−24.7% | Reduced |
| Assetmark, Inc | 1,050 | $54.0K | 0.00% | −1,945−64.9% | Reduced |
| Logan Capital Management Inc | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 985 | $50.0K | 0.00% | +44+4.7% | Added |
| TD Private Client Wealth LLC | 932 | $47.6K | 0.00% | −314−25.2% | Reduced |
| CVA Family Office, LLC | 910 | $47.0K | 0.01% | +910 | New |
| CWM, LLC | 871 | $45.0K | 0.00% | +871 | New |
| Beaird Harris Wealth Management, LLC | 890 | $45.0K | 0.02% | +890 | New |
| 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 |
| Proequities, Inc. | 817 | $42.0K | 0.00% | −306−27.2% | Reduced |
| Eukles Asset Management | 826 | $42.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Reilly Financial Advisors, LLC | 700 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 693 | $35.0K | 0.01% | +2+0.3% | Added |
| FourThought Financial, LLC | 678 | $35.0K | 0.00% | +88+14.9% | Added |
| Private Capital Group, LLC | 654 | $34.0K | 0.01% | −24−3.5% | Reduced |
| Selective Wealth Management, Inc. | 605 | $31.0K | 0.01% | −58−8.7% | Reduced |
| Atlas Capital Advisors LLC | 598 | $30.6K | 0.00% | −2,307−79.4% | Reduced |
| JNBA Financial Advisors | 573 | $29.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 543 | $28.0K | 0.02% | +5+0.9% | Added |
| Huntington National Bank | 538 | $28.0K | 0.00% | +70+15.0% | Added |
| Institutional & Family Asset Management, LLC | 532 | $27.0K | 0.00% | +50+10.4% | Added |
| Semmax Financial Advisors Inc. | 504 | $26.0K | 0.01% | −409−44.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 507 | $26.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 460 | $24.0K | 0.01% | −7−1.5% | Reduced |
| JJJ Advisors Inc. | 449 | $23.0K | 0.01% | −497−52.5% | Reduced |
| O'Dell Group, LLC | 423 | $22.0K | 0.01% | +3+0.7% | Added |
| Missouri Trust & Investment Co | 431 | $22.0K | 0.01% | +431 | New |
| Gradient Investments LLC | 396 | $20.0K | 0.00% | −105−21.0% | Reduced |
| Sittner & Nelson, LLC | 401 | $20.0K | 0.01% | −7−1.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 388 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 383 | $20.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 362 | $19.0K | 0.00% | +23+6.8% | Added |
| Farmers & Merchants Investments Inc | 318 | $16.0K | 0.00% | −867−73.2% | Reduced |
| NVWM, LLC | 310 | $16.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 305 | $16.0K | 0.00% | +205+205.0% | Added |
| Vectors Research Management, LLC | 303 | $15.0K | 0.00% | −20−6.2% | Reduced |
| Heritage Wealth Advisors | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 294 | $15.0K | 0.00% | +127+76.0% | Added |
| Citizens National Bank Trust Department | 289 | $15.0K | 0.01% | +289 | New |
| Hudock, Inc. | 292 | $14.0K | 0.00% | +1+0.3% | Added |
| Optimum Investment Advisors | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $13.0K | 0.02% | +262 | New |
| Clearstead Advisors, LLC | 237 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 231 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 219 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 195 | $10.0K | 0.00% | +2+1.0% | Added |
| Monolith Advisors | 174 | $9.00K | 0.01% | +174 | New |
| Hantz Financial Services, Inc. | 154 | $8.00K | 0.00% | −28−15.4% | Reduced |
| Brown Brothers Harriman & Co | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 166 | $8.00K | 0.00% | +2+1.2% | Added |
| Avion Wealth | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 142 | $7.00K | 0.00% | −283−66.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 138 | $7.00K | 0.00% | −138−50.0% | Reduced |
| Massmutual Trust Co FSB | 139 | $7.00K | 0.00% | −36−20.6% | Reduced |
| Cordasco Financial Network | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 115 | $6.00K | 0.00% | +1+0.9% | Added |
| Capital Analysts, LLC | 111 | $6.00K | 0.00% | +1+0.9% | Added |
| Professional Financial Advisors, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 123 | $6.00K | 0.00% | +123 | New |
| M&R Capital Management Inc | 100 | $5.00K | 0.00% | −450−81.8% | Reduced |
| Center for Financial Planning, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 91 | $5.00K | 0.00% | −19−17.3% | Reduced |
| SOA Wealth Advisors, LLC. | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 100 | $5.00K | 0.02% | +100 | New |
| Stephens Consulting, LLC | 90 | $4.60K | 0.00% | +90 | New |
| Raffa Wealth Management, LLC | 79 | $4.04K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $4.00K | 0.00% | −10−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 89 | $4.00K | 0.00% | +89 | New |
| Disciplined Investments, LLC | 88 | $4.00K | 0.00% | +88 | New |
| TD Waterhouse Canada Inc. | 51 | $3.45K | 0.00% | +51 | New |