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 |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 568 | $24.6K | 0.04% | +5+0.9% | Added |
| MV Capital Management, Inc. | 569 | $24.7K | 0.00% | −4−0.7% | Reduced |
| JNBA Financial Advisors | 573 | $24.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 598 | $25.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 600 | $26.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 619 | $26.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 650 | $28.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 680 | $29.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 696 | $30.2K | 0.00% | −789−53.1% | Reduced |
| Systematic Alpha Investments, LLC | 705 | $30.6K | 0.00% | +705 | New |
| Private Trust Co NA | 727 | $31.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 761 | $33.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 762 | $33.0K | 0.00% | −277−26.7% | Reduced |
| Hollencrest Capital Management | 764 | $33.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 784 | $34.0K | 0.01% | −1,920−71.0% | Reduced |
| Pointe Capital Management LLC | 786 | $34.1K | 0.02% | +786 | New |
| Ahrens Investment Partners LLC | 789 | $34.2K | 0.02% | +789 | New |
| GPS Wealth Strategies Group, LLC | 804 | $34.9K | 0.01% | +804 | New |
| Massmutual Trust Co FSB | 806 | $34.9K | 0.00% | +282+53.8% | Added |
| Eukles Asset Management | 826 | $35.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 853 | $37.3K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 906 | $39.3K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,000 | $43.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,043 | $45.2K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,045 | $45.3K | 0.03% | −60−5.4% | Reduced |
| Huntington National Bank | 1,053 | $45.6K | 0.00% | −123−10.5% | Reduced |
| Geneos Wealth Management Inc. | 1,099 | $47.6K | 0.00% | −124−10.1% | Reduced |
| Jones Financial Companies LLLP | 1,151 | $49.9K | 0.00% | +32+2.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,163 | $50.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,154 | $51.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,239 | $53.7K | 0.00% | −1,846−59.8% | Reduced |
| AIA Group Ltd | 1,285 | $55.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,427 | $61.9K | 0.00% | +711+99.3% | Added |
| Alta Advisers Ltd | 1,500 | $65.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,526 | $66.1K | 0.00% | +972+175.5% | Added |
| Parallel Advisors, LLC | 1,538 | $66.7K | 0.00% | +169+12.3% | Added |
| Bank of New Hampshire | 1,544 | $66.9K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,634 | $70.8K | 0.01% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 1,626 | $73.0K | 0.00% | +202+14.2% | Added |
| Bogart Wealth, LLC | 1,749 | $75.8K | 0.01% | +1,558+815.7% | Added |
| Motco | 1,755 | $76.1K | 0.01% | +72+4.3% | Added |
| Global Retirement Partners, LLC | 1,664 | $79.2K | 0.00% | +279+20.1% | Added |
| North Star Investment Management Corp. | 1,852 | $80.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,872 | $81.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,934 | $83.8K | 0.02% | +122+6.7% | Added |
| IFP Advisors, Inc | 1,544 | $84.7K | 0.00% | −2,996−66.0% | Reduced |
| Federated Hermes, Inc. | 1,973 | $85.5K | 0.00% | −161−7.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,017 | $87.4K | 0.01% | +167+9.0% | Added |
| Dark Forest Capital Management LP | 2,019 | $87.5K | 0.02% | +2,019 | New |
| Parkside Financial Bank & Trust | 2,225 | $96.5K | 0.03% | +4+0.2% | Added |
| Caldwell Trust Co | 2,370 | $102.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,356 | $103.2K | 0.02% | −1,344−36.3% | Reduced |
| First Manhattan Co | 2,425 | $105.1K | 0.00% | +1,025+73.2% | Added |
| Mirova | 2,433 | $105.5K | 0.02% | +2,433 | New |
| International Assets Investment Management, LLC | 2,749 | $119.2K | 0.02% | −1,805−39.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,923 | $126.7K | 0.00% | −17,484−85.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,957 | $128.2K | 0.11% | +5+0.2% | Added |
| Ellevest, Inc. | 3,162 | $137.1K | 0.01% | −187−5.6% | Reduced |
| Quadrant Capital Group LLC | 3,165 | $137.3K | 0.01% | +388+14.0% | Added |
| Kalos Management, Inc. | 3,444 | $149.3K | 0.30% | +3,444 | New |
| Lindbrook Capital, LLC | 3,517 | $152.5K | 0.02% | +302+9.4% | Added |
| Duncker Streett & Co Inc | 3,816 | $165.4K | 0.04% | −1,267−24.9% | Reduced |
| Bessemer Group Inc | 4,068 | $176.0K | 0.00% | −49−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 4,527 | $201.7K | 0.01% | +4,527 | New |
| MAI Capital Management | 4,697 | $203.6K | 0.00% | +4,697 | New |
| Advisory Services Network, LLC | 4,712 | $204.3K | 0.01% | −590−11.1% | Reduced |
| ProVise Management Group, LLC | 4,800 | $208.1K | 0.02% | −5,425−53.1% | Reduced |
| Trust Co of Toledo NA | 4,840 | $209.8K | 0.04% | +4,840 | New |
| Cigna Investments Inc | 4,832 | $210.0K | 0.04% | −126−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,851 | $210.3K | 0.04% | −18−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,852 | $210.3K | 0.04% | +4,852 | New |
| Summit Place Financial Advisors, LLC | 4,900 | $212.4K | 0.15% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,932 | $213.8K | 0.01% | +4,932 | New |
| Prudent Man Advisors, LLC | 4,931 | $214.0K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,040 | $218.5K | 0.01% | −1,814−26.5% | Reduced |
| Shorepoint Capital Partners LLC | 5,073 | $219.9K | 0.06% | −59,588−92.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $220.9K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,125 | $222.2K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,140 | $222.8K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,213 | $226.0K | 0.01% | −106−2.0% | Reduced |
| Delphia (USA) Inc. | 5,222 | $226.4K | 0.28% | −2,016−27.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 5,230 | $226.7K | 0.18% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,285 | $229.1K | 0.02% | +5,285 | New |
| Ingalls & Snyder LLC | 5,332 | $231.0K | 0.01% | −150−2.7% | Reduced |
| Angeles Investment Advisors, LLC | 5,299 | $231.7K | 0.02% | +5,299 | New |
| Garrett Wealth Advisory Group, LLC | 5,403 | $234.3K | 0.11% | +47+0.9% | Added |
| Liberty Mutual Group Asset Management Inc. | 5,419 | $234.9K | 0.05% | −68,478−92.7% | Reduced |
| Tobam | 5,524 | $239.0K | 0.02% | +711+14.8% | Added |
| Veriti Management LLC | 5,548 | $240.5K | 0.03% | +466+9.2% | Added |
| Clarius Group, LLC | 5,594 | $242.5K | 0.02% | +189+3.5% | Added |
| Signaturefd, LLC | 5,690 | $246.7K | 0.01% | −88−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 5,500 | $247.0K | 0.08% | +1,100+25.0% | Added |
| Arkadios Wealth Advisors | 5,754 | $249.5K | 0.03% | −2,602−31.1% | Reduced |
| Cetera Advisors LLC | 5,855 | $253.8K | 0.00% | +389+7.1% | Added |
| Stephens Inc | 5,888 | $255.2K | 0.00% | +889+17.8% | Added |
| Coldstream Capital Management Inc | 5,946 | $257.8K | 0.01% | +333+5.9% | Added |
| Westmount Partners, LLC | 5,956 | $258.2K | 0.12% | +34+0.6% | Added |
| CWM, LLC | 5,975 | $259.0K | 0.00% | +261+4.6% | Added |
| Equitable Holdings, Inc. | 5,996 | $259.9K | 0.00% | −242−3.9% | Reduced |
| Grassi Investment Management | 6,000 | $260.0K | 0.03% | 00.0% | Unchanged |