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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 7,996 | $346.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,327 | $346.3K | 0.01% | −925−11.2% | Reduced |
| Hanson & Doremus Investment Management | 7,211 | $341.0K | 0.07% | −4,497−38.4% | Reduced |
| Davenport & Co LLC | 7,110 | $336.1K | 0.00% | −1,072−13.1% | Reduced |
| Truvestments Capital LLC | 7,032 | $332.4K | 0.17% | −243−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 6,916 | $326.9K | 0.00% | +751+12.2% | Added |
| D.A. Davidson & Co. | 6,914 | $326.8K | 0.00% | −369−5.1% | Reduced |
| Bleakley Financial Group, LLC | 6,889 | $325.6K | 0.01% | −194−2.7% | Reduced |
| Sawtooth Solutions, LLC | 6,887 | $325.6K | 0.01% | −202−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,780 | $320.5K | 0.02% | −431−6.0% | Reduced |
| Wesbanco Bank Inc | 6,758 | $319.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,727 | $318.0K | 0.02% | +1,133+20.3% | Added |
| Ossiam | 6,712 | $317.3K | 0.01% | −1,044−13.5% | Reduced |
| CWM, LLC | 6,704 | $317.0K | 0.00% | +729+12.2% | Added |
| NewEdge Wealth, LLC | 6,621 | $313.0K | 0.01% | −145−2.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,533 | $309.0K | 0.04% | −1,074−14.1% | Reduced |
| AXA S.A. | 6,450 | $304.9K | 0.00% | +6,450 | New |
| Parcion Private Wealth LLC | 6,339 | $299.6K | 0.03% | −22−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,299 | $298.0K | 0.02% | −190−2.9% | Reduced |
| Vista Investment Management | 6,144 | $290.4K | 0.15% | −907−12.9% | Reduced |
| IHT Wealth Management, LLC | 6,117 | $289.1K | 0.02% | −937−13.3% | Reduced |
| Spirit of America Management Corp | 6,050 | $286.0K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,048 | $285.9K | 0.02% | −117−1.9% | Reduced |
| Grassi Investment Management | 6,000 | $284.0K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 5,993 | $283.3K | 0.12% | +37+0.6% | Added |
| Angeles Investment Advisors, LLC | 5,940 | $282.7K | 0.02% | +641+12.1% | Added |
| Merit Financial Group, LLC | 5,960 | $281.7K | 0.01% | +5,960 | New |
| Private Advisor Group, LLC | 5,907 | $279.2K | 0.00% | −291−4.7% | Reduced |
| Summit Place Financial Advisors, LLC | 5,900 | $278.9K | 0.18% | +1,000+20.4% | Added |
| Stephens Inc | 5,836 | $275.9K | 0.00% | −52−0.9% | Reduced |
| Boston Private Wealth LLC | 5,773 | $272.9K | 0.00% | −1,577−21.5% | Reduced |
| Signaturefd, LLC | 5,738 | $271.2K | 0.01% | +48+0.8% | Added |
| True North Advisors, LLC | 5,700 | $269.4K | 0.08% | +5,700 | New |
| Coldstream Capital Management Inc | 5,629 | $266.1K | 0.01% | −317−5.3% | Reduced |
| Insigneo Advisory Services, LLC | 5,513 | $263.1K | 0.05% | +13+0.2% | Added |
| Cetera Advisors LLC | 5,560 | $262.8K | 0.00% | −295−5.0% | Reduced |
| Horizon Investments, LLC | 5,560 | $262.8K | 0.01% | +520+10.3% | Added |
| Tobam | 5,524 | $261.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 5,520 | $261.0K | 0.01% | +5,520 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,513 | $260.6K | 0.06% | −470−7.9% | Reduced |
| Equitable Holdings, Inc. | 5,501 | $260.0K | 0.00% | −495−8.3% | Reduced |
| Stratos Wealth Partners, LTD. | 5,473 | $258.7K | 0.01% | +260+5.0% | Added |
| Garrett Wealth Advisory Group, LLC | 5,457 | $258.0K | 0.11% | +54+1.0% | Added |
| Financial Advocates Investment Management | 5,441 | $257.2K | 0.02% | −1,955−26.4% | Reduced |
| Hilltop Wealth Advisors, LLC | 5,230 | $247.2K | 0.18% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,205 | $246.0K | 0.05% | +353+7.3% | Added |
| Veriti Management LLC | 5,181 | $244.9K | 0.03% | −367−6.6% | Reduced |
| Central Trust Co | 5,150 | $243.4K | 0.01% | +4,500+692.3% | Added |
| West Oak Capital, LLC | 5,140 | $243.0K | 0.12% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $240.9K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,968 | $234.8K | 0.01% | −317−6.0% | Reduced |
| Prudent Man Advisors, LLC | 4,957 | $234.0K | 0.09% | +26+0.5% | Added |
| Goodwin Daniel L | 4,950 | $234.0K | 0.11% | −8,550−63.3% | Reduced |
| Advisory Services Network, LLC | 4,943 | $233.6K | 0.01% | +231+4.9% | Added |
| Arkadios Wealth Advisors | 4,932 | $233.2K | 0.03% | −822−14.3% | Reduced |
| Cigna Investments Inc | 4,832 | $229.0K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,829 | $228.3K | 0.05% | −22−0.5% | Reduced |
| MAI Capital Management | 4,786 | $226.2K | 0.00% | +89+1.9% | Added |
| Ameritas Investment Partners, Inc. | 4,745 | $224.3K | 0.01% | −380−7.4% | Reduced |
| Bessemer Group Inc | 4,523 | $214.0K | 0.00% | +455+11.2% | Added |
| Schnieders Capital Management LLC | 4,486 | $212.1K | 0.04% | −3,215−41.7% | Reduced |
| Warwick Investment Management, Inc. | 4,412 | $208.6K | 0.08% | +4,412 | New |
| SeaCrest Wealth Management, LLC | 4,403 | $208.1K | 0.03% | +4,403 | New |
| Checchi Capital Advisers, LLC | 4,401 | $208.0K | 0.02% | +4,401 | New |
| Resources Investment Advisors, LLC. | 4,395 | $207.8K | 0.00% | +4,395 | New |
| Sheets Smith Wealth Management | 4,375 | $206.8K | 0.03% | +4,375 | New |
| Edgestream Partners, L.P. | 4,348 | $205.5K | 0.02% | −2,422−35.8% | Reduced |
| Ingalls & Snyder LLC | 4,316 | $204.0K | 0.01% | −1,016−19.1% | Reduced |
| Laidlaw Wealth Management LLC | 4,264 | $201.5K | 0.04% | +4,264 | New |
| Vestmark Advisory Solutions, Inc. | 4,263 | $201.5K | 0.01% | +4,263 | New |
| Dakota Wealth Management | 4,240 | $200.4K | 0.01% | +4,240 | New |
| North Star Investment Management Corp. | 3,898 | $184.3K | 0.01% | +2,046+110.5% | Added |
| Duncker Streett & Co Inc | 3,816 | $180.4K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,538 | $167.2K | 0.02% | +21+0.6% | Added |
| Coppell Advisory Solutions LLC | 3,474 | $165.4K | 0.05% | +3,474 | New |
| Quadrant Capital Group LLC | 3,082 | $145.8K | 0.01% | −83−2.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,957 | $139.8K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,768 | $131.0K | 0.05% | +2,768 | New |
| First Manhattan Co | 2,425 | $114.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,361 | $112.7K | 0.02% | +5+0.2% | Added |
| Caldwell Trust Co | 2,370 | $112.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,251 | $106.4K | 0.03% | +26+1.2% | Added |
| Federated Hermes, Inc. | 2,063 | $97.5K | 0.00% | +90+4.6% | Added |
| Globeflex Capital L P | 2,000 | $94.5K | 0.01% | +2,000 | New |
| ICA Group Wealth Management, LLC | 1,935 | $91.5K | 0.02% | +1+0.1% | Added |
| Harbor Investment Advisory, LLC | 1,872 | $88.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,857 | $87.8K | 0.00% | +319+20.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $87.4K | 0.01% | −167−8.3% | Reduced |
| Harbour Investments, Inc. | 1,766 | $83.5K | 0.00% | −5,111−74.3% | Reduced |
| Bogart Wealth, LLC | 1,765 | $83.4K | 0.01% | +16+0.9% | Added |
| Motco | 1,757 | $83.1K | 0.01% | +2+0.1% | Added |
| Mirova | 1,722 | $81.4K | 0.01% | −711−29.2% | Reduced |
| Global Retirement Partners, LLC | 1,708 | $80.7K | 0.00% | +44+2.6% | Added |
| Sound Income Strategies, LLC | 1,585 | $74.9K | 0.01% | −49−3.0% | Reduced |
| Alta Advisers Ltd | 1,500 | $70.9K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,473 | $69.6K | 0.00% | −53−3.5% | Reduced |
| WFA of San Diego, LLC | 1,470 | $69.5K | 0.07% | +1,470 | New |
| Moser Wealth Advisors, LLC | 1,305 | $61.7K | 0.04% | +1,305 | New |
| IFP Advisors, Inc | 1,087 | $59.6K | 0.00% | −457−29.6% | Reduced |
| Bank of New Hampshire | 1,250 | $59.1K | 0.02% | −294−19.0% | Reduced |