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, Q3 2023
Institutional positions in Ventas, Inc. as of Sep 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
- 613
- −12 vs. Q2 2023
- Shares held
- 380.7M
- +399.6K (+0.1%) vs. Q2 2023
- Total value
- $16.0B
- −$1.92B (−10.7%) vs. Q2 2023
- New holders
- 55
- 217 more added
- Sold out
- 67
- 233 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 12 | $0 | 0.00% | −352−96.7% | Reduced |
| Perkins Coie Trust Co | 5 | $210 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 5 | $213 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $253 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $295 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $337 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11 | $452 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $548 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $675 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $863 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22 | $927 | 0.00% | +11+100.0% | Added |
| Kelly Financial Services LLC | 22 | $939 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $969 | 0.00% | +15+187.5% | Added |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +15+150.0% | Added |
| GW&K Investment Management, LLC | 34 | $1.00K | 0.00% | +23+209.1% | Added |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Venturi Wealth Management, LLC | 29 | $1.22K | 0.00% | +19+190.0% | Added |
| FinTrust Capital Advisors, LLC | 35 | $1.48K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 36 | $1.52K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 40 | $1.69K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 41 | $1.73K | 0.00% | +41 | New |
| Lee Financial Co | 42 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 53 | $2.23K | 0.00% | +53 | New |
| Castleview Partners, LLC | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $2.36K | 0.00% | −20−26.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $2.44K | 0.00% | +58 | New |
| SRS Capital Advisors, Inc. | 60 | $2.53K | 0.00% | +23+62.2% | Added |
| ORG Partners LLC | 63 | $2.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $2.73K | 0.00% | +64 | New |
| Sutton Wealth Advisors Inc. | 65 | $2.74K | 0.00% | +45+225.0% | Added |
| Team Financial Group, LLC | 68 | $2.88K | 0.00% | +68 | New |
| Benjamin Edwards Inc | 78 | $3.00K | 0.00% | −313−80.1% | Reduced |
| Salomon & Ludwin, LLC | 74 | $3.12K | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 76 | $3.20K | 0.00% | −33−30.3% | Reduced |
| Armstrong Advisory Group, Inc | 78 | $3.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 79 | $3.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 83 | $3.50K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 91 | $3.86K | 0.00% | +77+550.0% | Added |
| Cornerstone Planning Group LLC | 92 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 94 | $3.96K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $4.18K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $4.21K | 0.00% | +100 | New |
| Silicon Valley Capital Partners | 101 | $4.25K | 0.00% | +1+1.0% | Added |
| SOA Wealth Advisors, LLC. | 107 | $4.50K | 0.00% | −3−2.7% | Reduced |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 124 | $5.22K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $5.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 129 | $5.43K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 135 | $5.69K | 0.00% | −475−77.9% | Reduced |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 146 | $6.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 146 | $6.15K | 0.00% | +146 | New |
| Capital Advisors, Ltd. LLC | 178 | $7.00K | 0.00% | +22+14.1% | Added |
| Cullen/Frost Bankers, Inc. | 169 | $7.12K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 171 | $7.20K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 175 | $7.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 174 | $7.41K | 0.00% | −19−9.8% | Reduced |
| Buck Wealth Strategies, LLC | 184 | $7.75K | 0.00% | +1+0.5% | Added |
| Citizens National Bank Trust Department | 194 | $8.17K | 0.00% | −57−22.7% | Reduced |
| Zions Bancorporation, N.A. | 207 | $8.72K | 0.00% | +121+140.7% | Added |
| First Command Advisory Services, Inc. | 213 | $8.97K | 0.00% | +213 | New |
| Cohen & Steers, Inc. | 206 | $9.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 215 | $9.00K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 231 | $9.73K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 235 | $9.90K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 263 | $11.1K | 0.01% | +3+1.2% | Added |
| Trust Co of Vermont | 263 | $11.1K | 0.00% | +263 | New |
| HHM Wealth Advisors, LLC | 263 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $11.4K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $12.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 289 | $12.2K | 0.00% | +78+37.0% | Added |
| Sittner & Nelson, LLC | 300 | $12.6K | 0.01% | −101−25.2% | Reduced |
| Heritage Wealth Advisors | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $12.6K | 0.00% | +300 | New |
| Clearstead Advisors, LLC | 307 | $12.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $13.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 331 | $14.0K | 0.01% | −224−40.4% | Reduced |
| Missouri Trust & Investment Co | 350 | $14.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 387 | $16.3K | 0.00% | −22−5.4% | Reduced |
| Gradient Investments LLC | 393 | $16.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 391 | $16.6K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 453 | $19.1K | 0.01% | −453−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 455 | $19.2K | 0.00% | −49−9.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 535 | $22.5K | 0.00% | +4+0.8% | Added |
| Capital Analysts, LLC | 542 | $23.0K | 0.00% | +4+0.7% | Added |
| MV Capital Management, Inc. | 556 | $23.4K | 0.00% | −20−3.5% | Reduced |
| JNBA Financial Advisors | 573 | $24.1K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 580 | $24.4K | 0.05% | +6+1.0% | Added |
| Glassman Wealth Services | 582 | $24.5K | 0.00% | +37+6.8% | Added |
| Atlas Capital Advisors LLC | 598 | $25.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 600 | $25.3K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 601 | $26.1K | 0.00% | 00.0% | Unchanged |