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, Q2 2023
Institutional positions in Ventas, Inc. as of Jun 30, 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
- 632
- +15 vs. Q1 2023
- Shares held
- 381.7M
- +4.51M (+1.2%) vs. Q1 2023
- Total value
- $18.0B
- +$1.70B (+10.4%) vs. Q1 2023
- New holders
- 72
- 230 more added
- Sold out
- 57
- 227 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 545 | $25.8K | 0.00% | −10−1.8% | Reduced |
| Covestor Ltd | 555 | $26.0K | 0.02% | +257+86.2% | Added |
| Headlands Technologies LLC | 553 | $26.1K | 0.01% | +553 | New |
| JNBA Financial Advisors | 573 | $27.1K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 574 | $27.1K | 0.02% | +6+1.1% | Added |
| MV Capital Management, Inc. | 576 | $27.2K | 0.00% | +7+1.2% | Added |
| Atlas Capital Advisors LLC | 598 | $28.3K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 600 | $28.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 610 | $28.8K | 0.00% | −9−1.5% | Reduced |
| McIlrath & Eck, LLC | 657 | $31.1K | 0.01% | +426+184.4% | Added |
| Systematic Alpha Investments, LLC | 705 | $33.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 753 | $35.6K | 0.00% | +57+8.2% | Added |
| Grove Bank & Trust | 761 | $36.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 764 | $36.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 766 | $36.2K | 0.00% | +4+0.5% | Added |
| Private Trust Co NA | 779 | $36.8K | 0.00% | +52+7.2% | Added |
| Massmutual Trust Co FSB | 784 | $37.1K | 0.00% | −22−2.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 807 | $38.1K | 0.01% | +3+0.4% | Added |
| Eukles Asset Management | 826 | $39.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 853 | $40.6K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 906 | $42.8K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,020 | $48.2K | 0.00% | −33−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,043 | $49.3K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,045 | $49.4K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,099 | $52.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,154 | $54.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,151 | $54.0K | 0.00% | −12−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,239 | $58.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,250 | $59.1K | 0.02% | −294−19.0% | Reduced |
| V-Square Quantitative Management LLC | 1,250 | $59.1K | 0.04% | +1,250 | New |
| IFP Advisors, Inc | 1,087 | $59.6K | 0.00% | −457−29.6% | Reduced |
| Moser Wealth Advisors, LLC | 1,305 | $61.7K | 0.04% | +1,305 | New |
| WFA of San Diego, LLC | 1,470 | $69.5K | 0.07% | +1,470 | New |
| Spire Wealth Management | 1,473 | $69.6K | 0.00% | −53−3.5% | Reduced |
| Alta Advisers Ltd | 1,500 | $70.9K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,585 | $74.9K | 0.01% | −49−3.0% | Reduced |
| Global Retirement Partners, LLC | 1,708 | $80.7K | 0.00% | +44+2.6% | Added |
| Mirova | 1,722 | $81.4K | 0.01% | −711−29.2% | Reduced |
| Motco | 1,757 | $83.1K | 0.01% | +2+0.1% | Added |
| Bogart Wealth, LLC | 1,765 | $83.4K | 0.01% | +16+0.9% | Added |
| Harbour Investments, Inc. | 1,766 | $83.5K | 0.00% | −5,111−74.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $87.4K | 0.01% | −167−8.3% | Reduced |
| Parallel Advisors, LLC | 1,857 | $87.8K | 0.00% | +319+20.7% | Added |
| Harbor Investment Advisory, LLC | 1,872 | $88.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,935 | $91.5K | 0.02% | +1+0.1% | Added |
| Globeflex Capital L P | 2,000 | $94.5K | 0.01% | +2,000 | New |
| Federated Hermes, Inc. | 2,063 | $97.5K | 0.00% | +90+4.6% | Added |
| Parkside Financial Bank & Trust | 2,251 | $106.4K | 0.03% | +26+1.2% | Added |
| Caldwell Trust Co | 2,370 | $112.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,361 | $112.7K | 0.02% | +5+0.2% | Added |
| First Manhattan Co | 2,425 | $114.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,768 | $131.0K | 0.05% | +2,768 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,957 | $139.8K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,082 | $145.8K | 0.01% | −83−2.6% | Reduced |
| Coppell Advisory Solutions LLC | 3,474 | $165.4K | 0.05% | +3,474 | New |
| Lindbrook Capital, LLC | 3,538 | $167.2K | 0.02% | +21+0.6% | Added |
| Duncker Streett & Co Inc | 3,816 | $180.4K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,898 | $184.3K | 0.01% | +2,046+110.5% | Added |
| Dakota Wealth Management | 4,240 | $200.4K | 0.01% | +4,240 | New |
| Vestmark Advisory Solutions, Inc. | 4,263 | $201.5K | 0.01% | +4,263 | New |
| Laidlaw Wealth Management LLC | 4,264 | $201.5K | 0.04% | +4,264 | New |
| Ingalls & Snyder LLC | 4,316 | $204.0K | 0.01% | −1,016−19.1% | Reduced |
| Edgestream Partners, L.P. | 4,348 | $205.5K | 0.02% | −2,422−35.8% | Reduced |
| Sheets Smith Wealth Management | 4,375 | $206.8K | 0.03% | +4,375 | New |
| Resources Investment Advisors, LLC. | 4,395 | $207.8K | 0.00% | +4,395 | New |
| Checchi Capital Advisers, LLC | 4,401 | $208.0K | 0.02% | +4,401 | New |
| SeaCrest Wealth Management, LLC | 4,403 | $208.1K | 0.03% | +4,403 | New |
| Warwick Investment Management, Inc. | 4,412 | $208.6K | 0.08% | +4,412 | New |
| Schnieders Capital Management LLC | 4,486 | $212.1K | 0.04% | −3,215−41.7% | Reduced |
| Bessemer Group Inc | 4,523 | $214.0K | 0.00% | +455+11.2% | Added |
| Ameritas Investment Partners, Inc. | 4,745 | $224.3K | 0.01% | −380−7.4% | Reduced |
| MAI Capital Management | 4,786 | $226.2K | 0.00% | +89+1.9% | Added |
| Personal Cfo Solutions, LLC | 4,829 | $228.3K | 0.05% | −22−0.5% | Reduced |
| Cigna Investments Inc | 4,832 | $229.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,932 | $233.2K | 0.03% | −822−14.3% | Reduced |
| Advisory Services Network, LLC | 4,943 | $233.6K | 0.01% | +231+4.9% | Added |
| Goodwin Daniel L | 4,950 | $234.0K | 0.11% | −8,550−63.3% | Reduced |
| Prudent Man Advisors, LLC | 4,957 | $234.0K | 0.09% | +26+0.5% | Added |
| Level Four Advisory Services, LLC | 4,968 | $234.8K | 0.01% | −317−6.0% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $240.9K | 0.08% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,140 | $243.0K | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 5,150 | $243.4K | 0.01% | +4,500+692.3% | Added |
| Veriti Management LLC | 5,181 | $244.9K | 0.03% | −367−6.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,205 | $246.0K | 0.05% | +353+7.3% | Added |
| Hilltop Wealth Advisors, LLC | 5,230 | $247.2K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,441 | $257.2K | 0.02% | −1,955−26.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 5,457 | $258.0K | 0.11% | +54+1.0% | Added |
| Stratos Wealth Partners, LTD. | 5,473 | $258.7K | 0.01% | +260+5.0% | Added |
| Equitable Holdings, Inc. | 5,501 | $260.0K | 0.00% | −495−8.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,513 | $260.6K | 0.06% | −470−7.9% | Reduced |
| Tobam | 5,524 | $261.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 5,520 | $261.0K | 0.01% | +5,520 | New |
| Horizon Investments, LLC | 5,560 | $262.8K | 0.01% | +520+10.3% | Added |
| Cetera Advisors LLC | 5,560 | $262.8K | 0.00% | −295−5.0% | Reduced |
| Insigneo Advisory Services, LLC | 5,513 | $263.1K | 0.05% | +13+0.2% | Added |
| Coldstream Capital Management Inc | 5,629 | $266.1K | 0.01% | −317−5.3% | Reduced |
| True North Advisors, LLC | 5,700 | $269.4K | 0.08% | +5,700 | New |
| Signaturefd, LLC | 5,738 | $271.2K | 0.01% | +48+0.8% | Added |
| Boston Private Wealth LLC | 5,773 | $272.9K | 0.00% | −1,577−21.5% | Reduced |