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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 1,250 | $59.1K | 0.04% | +1,250 | New |
| Federation des caisses Desjardins du Quebec | 1,239 | $58.6K | 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 |
| Geneos Wealth Management Inc. | 1,099 | $52.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,045 | $49.4K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,043 | $49.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,020 | $48.2K | 0.00% | −33−3.1% | Reduced |
| Logan Capital Management Inc | 1,000 | $47.3K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 906 | $42.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 853 | $40.6K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 826 | $39.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 807 | $38.1K | 0.01% | +3+0.4% | Added |
| Massmutual Trust Co FSB | 784 | $37.1K | 0.00% | −22−2.7% | Reduced |
| Private Trust Co NA | 779 | $36.8K | 0.00% | +52+7.2% | Added |
| Steward Partners Investment Advisory, LLC | 766 | $36.2K | 0.00% | +4+0.5% | Added |
| Hollencrest Capital Management | 764 | $36.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 761 | $36.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 753 | $35.6K | 0.00% | +57+8.2% | Added |
| Systematic Alpha Investments, LLC | 705 | $33.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 657 | $31.1K | 0.01% | +426+184.4% | Added |
| Cary Street Partner Investment Advisory LLC | 610 | $28.8K | 0.00% | −9−1.5% | Reduced |
| Bellevue Asset Management, LLC | 600 | $28.4K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 598 | $28.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 576 | $27.2K | 0.00% | +7+1.2% | Added |
| Johnson Midwest Financial, LLC | 574 | $27.1K | 0.02% | +6+1.1% | Added |
| JNBA Financial Advisors | 573 | $27.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 553 | $26.1K | 0.01% | +553 | New |
| Covestor Ltd | 555 | $26.0K | 0.02% | +257+86.2% | Added |
| Glassman Wealth Services | 545 | $25.8K | 0.00% | −10−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 601 | $25.7K | 0.00% | +392+187.6% | Added |
| Colonial Trust Advisors | 531 | $25.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 524 | $25.0K | 0.01% | −260−33.2% | Reduced |
| Capital Analysts, LLC | 538 | $25.0K | 0.00% | +3+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 526 | $24.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $23.8K | 0.00% | +23+4.8% | Added |
| Cubist Systematic Strategies, LLC | 500 | $23.6K | 0.00% | −121,167−99.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $23.6K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 431 | $20.4K | 0.01% | +431 | New |
| Farther Finance Advisors, LLC | 412 | $19.5K | 0.00% | +7+1.7% | Added |
| AdvisorNet Financial, Inc | 409 | $19.3K | 0.00% | +4+1.0% | Added |
| Benjamin Edwards Inc | 391 | $19.0K | 0.00% | −6,481−94.3% | Reduced |
| Sittner & Nelson, LLC | 401 | $19.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 391 | $18.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 393 | $18.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 364 | $17.0K | 0.00% | +326+857.9% | Added |
| Missouri Trust & Investment Co | 350 | $16.5K | 0.01% | −81−18.8% | Reduced |
| State of Wyoming | 340 | $16.1K | 0.00% | +86+33.9% | Added |
| Institutional & Family Asset Management, LLC | 330 | $15.6K | 0.00% | +4+1.2% | Added |
| Jones Financial Companies LLLP | 317 | $15.0K | 0.00% | −834−72.5% | Reduced |
| Silvant Capital Management LLC | 310 | $14.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 307 | $14.5K | 0.00% | −34−10.0% | Reduced |
| Heritage Wealth Advisors | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $13.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $12.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 263 | $12.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 260 | $12.3K | 0.01% | +2+0.8% | Added |
| Citizens National Bank Trust Department | 251 | $11.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 235 | $11.1K | 0.00% | +235 | New |
| PFS Partners, LLC | 231 | $10.9K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 215 | $10.0K | 0.01% | +2+0.9% | Added |
| Cohen & Steers, Inc. | 206 | $10.0K | 0.00% | +142+221.9% | Added |
| Manchester Capital Management LLC | 211 | $9.97K | 0.00% | +15+7.7% | Added |
| Proequities, Inc. | 193 | $9.21K | 0.00% | −74−27.7% | Reduced |
| Buck Wealth Strategies, LLC | 183 | $8.64K | 0.00% | +2+1.1% | Added |
| Coastal Capital Group, Inc. | 176 | $8.30K | 0.00% | +2+1.1% | Added |
| Stonebridge Capital Advisors LLC | 175 | $8.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 171 | $8.08K | 0.00% | −124−42.0% | Reduced |
| Ronald Blue Trust, Inc. | 189 | $8.00K | 0.00% | −1,437−88.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 169 | $7.99K | 0.00% | +53+45.7% | Added |
| CVA Family Office, LLC | 150 | $7.09K | 0.00% | +100+200.0% | Added |
| Capital Advisors, Ltd. LLC | 156 | $7.00K | 0.00% | +139+817.6% | Added |
| Park Place Capital Corp | 146 | $6.90K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 129 | $6.10K | 0.00% | +94+268.6% | Added |
| Smithfield Trust Co | 120 | $6.00K | 0.00% | −40−25.0% | Reduced |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $5.86K | 0.00% | +18+17.0% | Added |
| Caldwell Sutter Capital, Inc. | 124 | $5.86K | 0.00% | +124 | New |
| BDO Wealth Advisors, LLC | 121 | $5.72K | 0.00% | +90+290.3% | Added |
| SOA Wealth Advisors, LLC. | 110 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 109 | $5.15K | 0.00% | +12+12.4% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $4.73K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 99 | $4.70K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 94 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $4.33K | 0.00% | +92 | New |
| Stephens Consulting, LLC | 90 | $4.25K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 90 | $4.25K | 0.00% | +90 | New |
| Zions Bancorporation, N.A. | 86 | $4.07K | 0.00% | −80−48.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 83 | $3.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 79 | $3.73K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 78 | $3.69K | 0.00% | +78 | New |
| Abound Wealth Management | 76 | $3.60K | 0.00% | +20+35.7% | Added |
| First Capital Advisors Group, LLC. | 73 | $3.45K | 0.00% | +73 | New |
| ORG Partners LLC | 63 | $3.04K | 0.00% | +63 | New |
| Strengthening Families & Communities, LLC | 53 | $3.00K | 0.00% | +53 | New |
| Tompkins Financial Corp | 60 | $2.84K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 54 | $2.55K | 0.00% | +24+80.0% | Added |
| Lee Financial Co | 42 | $2.00K | 0.00% | +42 | New |