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, Q1 2023
Institutional positions in Ventas, Inc. as of Mar 31, 2023. 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
- 620
- +9 vs. Q4 2022
- Shares held
- 377.2M
- −5.71M (−1.5%) vs. Q4 2022
- Total value
- $16.3B
- −$887.6M (−5.2%) vs. Q4 2022
- New holders
- 65
- 231 more added
- Sold out
- 56
- 214 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 8 | $0 | 0.00% | −2,283−99.7% | Reduced |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Atticus Wealth Management, LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $87 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 5 | $218 | 0.00% | −31−86.1% | Reduced |
| Hexagon Capital Partners LLC | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $303 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $304 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $347 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $434 | 0.00% | −60−85.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10 | $434 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $477 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $694 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 18 | $783 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $888 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $954 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $997 | 0.00% | −1−4.2% | Reduced |
| Lazard Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | −139−89.1% | Reduced |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | +13+216.7% | Added |
| SRS Capital Advisors, Inc. | 23 | $1.01K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 30 | $1.30K | 0.00% | +30 | New |
| WealthPlan Investment Management, LLC | 30 | $1.30K | 0.00% | +30 | New |
| BDO Wealth Advisors, LLC | 31 | $1.34K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 31 | $1.34K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 33 | $1.43K | 0.00% | −19−36.5% | Reduced |
| Key Financial Inc | 35 | $1.52K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $1.58K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 40 | $1.73K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 40 | $1.73K | 0.00% | +40 | New |
| Values First Advisors, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $2.17K | 0.00% | +20+66.7% | Added |
| Accel Wealth Management | 56 | $2.43K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 60 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 67 | $2.90K | 0.00% | +67 | New |
| Cohen & Steers, Inc. | 64 | $3.00K | 0.00% | −468,430−100.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 74 | $3.20K | 0.00% | +52+236.4% | Added |
| Raffa Wealth Management, LLC | 79 | $3.42K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 80 | $3.47K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 82 | $3.56K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 83 | $3.60K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 88 | $3.75K | 0.00% | −48−35.3% | Reduced |
| Stephens Consulting, LLC | 90 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 93 | $4.03K | 0.00% | −6,203−98.5% | Reduced |
| Cambridge Trust Co | 94 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $4.21K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $4.31K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $4.33K | 0.00% | −25−20.0% | Reduced |
| Capital Management Associates | 100 | $4.33K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 106 | $4.59K | 0.00% | −57−35.0% | Reduced |
| SOA Wealth Advisors, LLC. | 110 | $4.76K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 118 | $5.00K | 0.00% | +1+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 116 | $5.03K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 146 | $6.33K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 166 | $7.20K | 0.00% | −68−29.1% | Reduced |
| Coastal Capital Group, Inc. | 174 | $7.54K | 0.00% | +4+2.4% | Added |
| Stonebridge Capital Advisors LLC | 175 | $7.59K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 181 | $7.86K | 0.00% | +181 | New |
| Manchester Capital Management LLC | 196 | $8.50K | 0.00% | +196 | New |
| WR Wealth Planners, LLC | 200 | $8.67K | 0.00% | +200 | New |
| HBC Financial Services, PLLC | 213 | $9.00K | 0.01% | +4+1.9% | Added |
| GHP Investment Advisors, Inc. | 209 | $9.06K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 231 | $10.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 231 | $10.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 251 | $10.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 254 | $11.0K | 0.00% | +21+9.0% | Added |
| Optimum Investment Advisors | 258 | $11.2K | 0.01% | +3+1.2% | Added |
| HHM Wealth Advisors, LLC | 263 | $11.4K | 0.00% | +52+24.6% | Added |
| Proequities, Inc. | 267 | $11.7K | 0.00% | +101+60.8% | Added |
| Farmers & Merchants Investments Inc | 270 | $11.7K | 0.00% | +5+1.9% | Added |
| Earnest Partners LLC | 288 | $12.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 295 | $12.8K | 0.00% | −39−11.7% | Reduced |
| Covestor Ltd | 298 | $13.0K | 0.01% | −39−11.6% | Reduced |
| Heritage Wealth Advisors | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $13.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 326 | $14.2K | 0.00% | +3+0.9% | Added |
| Clearstead Advisors, LLC | 341 | $14.8K | 0.00% | +19+5.9% | Added |
| Gradient Investments LLC | 393 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 391 | $17.1K | 0.00% | −6−1.5% | Reduced |
| Sittner & Nelson, LLC | 401 | $17.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 405 | $17.6K | 0.00% | +8+2.0% | Added |
| Farther Finance Advisors, LLC | 405 | $17.6K | 0.01% | +28+7.4% | Added |
| Missouri Trust & Investment Co | 431 | $18.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 446 | $19.3K | 0.00% | −170−27.6% | Reduced |
| EverSource Wealth Advisors, LLC | 481 | $20.9K | 0.00% | −21−4.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $21.7K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 519 | $22.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 526 | $22.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 535 | $23.0K | 0.00% | −89−14.3% | Reduced |
| Colonial Trust Advisors | 531 | $23.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 555 | $24.1K | 0.00% | +9+1.6% | Added |