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 2022
Institutional positions in Ventas, Inc. as of Dec 31, 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
- 625
- +23 vs. Q3 2022
- Shares held
- 383.3M
- +13.3M (+3.6%) vs. Q3 2022
- Total value
- $17.2B
- +$2.37B (+15.9%) vs. Q3 2022
- New holders
- 93
- 218 more added
- Sold out
- 70
- 224 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adelante Capital Management LLC | 865,575 | $0 | 0.00% | +11,028+1.3% | Added |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 0 | $20 | 0.00% | 0 | New |
| Atticus Wealth Management, LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $270 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $315 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $360 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $451 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $496 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $721 | 0.00% | −23−59.0% | Reduced |
| My Personal CFO, LLC | 16 | $721 | 0.00% | +16 | New |
| BerganKDV Wealth Management, LLC | 18 | $813 | 0.00% | −22−55.0% | Reduced |
| Sofos Investments, Inc. | 45 | $902 | 0.01% | +45 | New |
| HighMark Wealth Management LLC | 20 | $923 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $976 | 0.00% | +1+4.8% | Added |
| Eagle Bay Advisors LLC | 22 | $991 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 38 | $1.00K | 0.00% | +26+216.7% | Added |
| Capital Advisors, Ltd. LLC | 156 | $1.00K | 0.00% | +156 | New |
| SRS Capital Advisors, Inc. | 23 | $1.04K | 0.00% | +23 | New |
| Core Alternative Capital | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.35K | 0.00% | +30 | New |
| BDO Wealth Advisors, LLC | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $1.41K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 33 | $1.49K | 0.00% | +1+3.1% | Added |
| FinTrust Capital Advisors, LLC | 35 | $1.58K | 0.00% | −188−84.3% | Reduced |
| Investors Research Corp | 36 | $1.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $1.62K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 36 | $1.79K | 0.00% | −242−87.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $2.00K | 0.00% | −55−48.7% | Reduced |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 51 | $2.30K | 0.00% | +51 | New |
| Sutton Wealth Advisors Inc. | 52 | $2.34K | 0.00% | −35−40.2% | Reduced |
| Accel Wealth Management | 56 | $2.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $2.53K | 0.00% | +34+154.5% | Added |
| Tompkins Financial Corp | 60 | $3.00K | 0.00% | +60 | New |
| Asset Dedication, LLC | 77 | $3.00K | 0.00% | +77 | New |
| Accurate Wealth Management, LLC | 63 | $3.01K | 0.00% | +63 | New |
| Wolff Wiese Magana LLC | 70 | $3.15K | 0.00% | −5−6.7% | Reduced |
| Raffa Wealth Management, LLC | 79 | $3.56K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 80 | $3.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 82 | $3.69K | 0.00% | −390−82.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 83 | $3.74K | 0.00% | +38+84.4% | Added |
| Cambridge Trust Co | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $4.37K | 0.00% | +65+203.1% | Added |
| Cornerstone Planning Group LLC | 90 | $4.40K | 0.00% | +90 | New |
| Plante Moran Financial Advisors, LLC | 99 | $4.47K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 100 | $4.50K | 0.01% | +100 | New |
| SOA Wealth Advisors, LLC. | 110 | $4.95K | 0.00% | +1+0.9% | Added |
| TSFG, LLC | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 116 | $5.23K | 0.00% | −11−8.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 125 | $5.64K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 136 | $6.17K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 145 | $6.51K | 0.00% | +2+1.4% | Added |
| Coastal Capital Group, Inc. | 170 | $6.84K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 146 | $7.00K | 0.00% | +146 | New |
| Quent Capital, LLC | 163 | $7.36K | 0.00% | +34+26.4% | Added |
| Proequities, Inc. | 166 | $7.55K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 175 | $7.88K | 0.00% | −1,500−89.6% | Reduced |
| Bogart Wealth, LLC | 191 | $8.61K | 0.00% | −1,544−89.0% | Reduced |
| HBC Financial Services, PLLC | 209 | $9.00K | 0.01% | −1,291−86.1% | Reduced |
| Anchor Investment Management, LLC | 200 | $9.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 209 | $9.41K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 211 | $9.51K | 0.00% | −17−7.5% | Reduced |
| PFS Partners, LLC | 231 | $10.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 231 | $10.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 233 | $10.5K | 0.00% | −3−1.3% | Reduced |
| Zions Bancorporation, N.A. | 234 | $10.5K | 0.00% | −70−23.0% | Reduced |
| St Germain D J Co Inc | 235 | $10.6K | 0.00% | +235 | New |
| Citizens National Bank Trust Department | 251 | $11.0K | 0.00% | −38−13.1% | Reduced |
| Loomis Sayles & Co L P | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 255 | $11.5K | 0.01% | +3+1.2% | Added |
| Farmers & Merchants Investments Inc | 265 | $11.9K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $14.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 310 | $14.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 322 | $14.5K | 0.00% | +198+159.7% | Added |
| Institutional & Family Asset Management, LLC | 323 | $14.6K | 0.00% | −217−40.2% | Reduced |
| Covestor Ltd | 337 | $15.0K | 0.01% | +12+3.7% | Added |
| Brown Brothers Harriman & Co | 334 | $15.0K | 0.00% | −44−11.6% | Reduced |
| Farther Finance Advisors, LLC | 377 | $17.0K | 0.01% | +377 | New |
| Comerica Securities,inc. | 374 | $17.0K | 0.00% | +374 | New |
| Gradient Investments LLC | 393 | $17.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 397 | $17.9K | 0.00% | −630−61.3% | Reduced |
| Prestige Wealth Management Group LLC | 397 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 401 | $18.1K | 0.01% | −51−11.3% | Reduced |
| Missouri Trust & Investment Co | 431 | $19.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 440 | $19.8K | 0.00% | −9,561−95.6% | Reduced |
| Retirement Financial Solutions, LLC | 459 | $20.7K | 0.02% | +459 | New |
| EWG Elevate Inc. | 498 | $22.4K | 0.01% | +498 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $22.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 502 | $22.6K | 0.00% | +183+57.4% | Added |