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 2022
Institutional positions in Ventas, Inc. as of Sep 30, 2022. 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
- 614
- −23 vs. Q2 2022
- Shares held
- 370.4M
- −1.71M (−0.5%) vs. Q2 2022
- Total value
- $14.9B
- −$4.28B (−22.3%) vs. Q2 2022
- New holders
- 56
- 227 more added
- Sold out
- 79
- 222 more reduced
10 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lee Financial Co | 9 | $0 | 0.00% | −95−91.3% | Reduced |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | −98−94.2% | Reduced |
| South State Corp. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $0 | 0.00% | +10 | New |
| Estabrook Capital Management | 7 | $281 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $321 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 11 | $442 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 21 | $860 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $887 | 0.00% | +22 | New |
| HM Payson & Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $1.00K | 0.00% | −8−20.0% | Reduced |
| Washington Trust Advisors, Inc. | 36 | $1.00K | 0.00% | +3+9.1% | Added |
| Eagle Bay Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 20 | $1.00K | 0.00% | +20 | New |
| TFC Financial Management | 20 | $1.00K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 56 | $2.00K | 0.00% | −57−50.4% | Reduced |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Trust Co of Vermont | 80 | $3.00K | 0.00% | −203−71.7% | Reduced |
| Semmax Financial Advisors Inc. | 72 | $3.00K | 0.00% | −11−13.3% | Reduced |
| Wolff Wiese Magana LLC | 75 | $3.00K | 0.00% | −5−6.3% | Reduced |
| Raffa Wealth Management, LLC | 79 | $3.17K | 0.00% | −14−15.1% | Reduced |
| Sutton Wealth Advisors Inc. | 87 | $3.50K | 0.00% | +32+58.2% | Added |
| Stephens Consulting, LLC | 90 | $3.62K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $4.00K | 0.00% | −33−25.0% | Reduced |
| Professional Financial Advisors, LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 113 | $4.00K | 0.00% | +113 | New |
| WFA Asset Management Corp | 100 | $4.02K | 0.00% | +100 | New |
| Clearstead Advisors, LLC | 124 | $5.00K | 0.00% | −113−47.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 125 | $5.00K | 0.00% | −70−35.9% | Reduced |
| Hantz Financial Services, Inc. | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 129 | $5.00K | 0.00% | +1+0.8% | Added |
| TSFG, LLC | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 127 | $5.00K | 0.00% | +27+27.0% | Added |
| TD Waterhouse Canada Inc. | 136 | $5.52K | 0.00% | +23+20.4% | Added |
| Sargent Bickham Lagudis LLC | 143 | $6.00K | 0.00% | +26+22.2% | Added |
| Coastal Capital Group, Inc. | 170 | $7.00K | 0.00% | +1+0.6% | Added |
| Monolith Advisors | 174 | $7.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 166 | $7.00K | 0.00% | +20+13.7% | Added |
| Smithfield Trust Co | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 223 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 209 | $8.00K | 0.00% | +209 | New |
| Anchor Investment Management, LLC | 200 | $8.03K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 231 | $9.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 236 | $9.00K | 0.00% | +15+6.8% | Added |
| HHM Wealth Advisors, LLC | 228 | $9.00K | 0.00% | +132+137.5% | Added |
| PFS Partners, LLC | 231 | $9.28K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 278 | $10.0K | 0.00% | −190−40.6% | Reduced |
| Optimum Investment Advisors | 252 | $10.0K | 0.01% | +2+0.8% | Added |
| Massmutual Trust Co FSB | 251 | $10.0K | 0.00% | +41+19.5% | Added |
| Loomis Sayles & Co L P | 240 | $10.0K | 0.00% | +240 | New |
| Riverview Trust Co | 273 | $11.0K | 0.01% | −129−32.1% | Reduced |
| Farmers & Merchants Investments Inc | 265 | $11.0K | 0.00% | −75−22.1% | Reduced |
| Zions Bancorporation, N.A. | 304 | $12.0K | 0.00% | −8−2.6% | Reduced |
| NVWM, LLC | 310 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 289 | $12.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 325 | $13.0K | 0.01% | −16−4.7% | Reduced |
| Silvant Capital Management LLC | 310 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 319 | $13.0K | 0.00% | +59+22.7% | Added |
| Godsey & Gibb Associates | 326 | $13.0K | 0.01% | +326 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 346 | $13.9K | 0.00% | +346 | New |
| Brown Brothers Harriman & Co | 378 | $15.0K | 0.00% | +62+19.6% | Added |
| Gradient Investments LLC | 393 | $16.0K | 0.00% | −42−9.7% | Reduced |
| Prestige Wealth Management Group LLC | 397 | $16.0K | 0.00% | −17−4.1% | Reduced |
| Missouri Trust & Investment Co | 431 | $17.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 435 | $17.0K | 0.00% | +35+8.8% | Added |
| Sittner & Nelson, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 472 | $19.0K | 0.00% | +33+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 508 | $20.0K | 0.00% | +57+12.6% | Added |
| Spire Wealth Management | 522 | $21.0K | 0.00% | −1,437−73.4% | Reduced |
| West Bancorporation Inc | 540 | $22.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 540 | $22.0K | 0.00% | +3+0.6% | Added |
| Johnson Midwest Financial, LLC | 556 | $22.0K | 0.08% | +5+0.9% | Added |
| Hudock, Inc. | 552 | $22.0K | 0.01% | +88+19.0% | Added |