Skip to main content

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.

Institutional holdersQ3 2023: 613 institutions
Q1 2021: 633 institutionsQ2 2021: 648 institutionsQ3 2021: 630 institutionsQ4 2021: 635 institutionsQ1 2022: 660 institutionsQ2 2022: 647 institutionsQ3 2022: 614 institutionsQ4 2022: 625 institutionsQ1 2023: 620 institutionsQ2 2023: 632 institutionsQ3 2023: 613 institutionsQ4 2023: 661 institutionsQ1 2024: 651 institutionsQ2 2024: 696 institutionsQ3 2024: 726 institutionsQ4 2024: 762 institutionsQ1 2025: 808 institutionsQ2 2025: 800 institutionsQ3 2025: 827 institutionsQ4 2025: 930 institutionsQ1 2026: 934 institutionsQ2 2026: 956 institutions
Value heldQ3 2023: $16.0B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $20.7BQ4 2021: $19.3BQ1 2022: $23.1BQ2 2022: $19.2BQ3 2022: $14.9BQ4 2022: $17.2BQ1 2023: $16.3BQ2 2023: $18.0BQ3 2023: $16.0BQ4 2023: $18.9BQ1 2024: $16.6BQ2 2024: $19.8BQ3 2024: $25.6BQ4 2024: $24.8BQ1 2025: $30.1BQ2 2025: $28.2BQ3 2025: $31.5BQ4 2025: $37.7BQ1 2026: $40.7BQ2 2026: $46.4B
Institutions holding VTR and their total value by quarter
QuarterHoldersValue
Q2 2026956$46.4B
Q1 2026934$40.7B
Q4 2025930$37.7B
Q3 2025827$31.5B
Q2 2025800$28.2B
Q1 2025808$30.1B
Q4 2024762$24.8B
Q3 2024726$25.6B
Q2 2024696$19.8B
Q1 2024651$16.6B
Q4 2023661$18.9B
Q3 2023613$16.0B
Q2 2023632$18.0B
Q1 2023620$16.3B
Q4 2022625$17.2B
Q3 2022614$14.9B
Q2 2022647$19.2B
Q1 2022660$23.1B
Q4 2021635$19.3B
Q3 2021630$20.7B
Q2 2021648$20.1B
Q1 2021633$18.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2023.

Institutions holding VTR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bridgefront Capital, LLC6,849$288.5K0.20%−14,681−68.2%Reduced
Truvestments Capital LLC6,803$286.6K0.15%−229−3.3%Reduced
Hanson & Doremus Investment Management6,780$286.0K0.06%−431−6.0%Reduced
Davenport & Co LLC6,770$285.2K0.00%−340−4.8%Reduced
Wesbanco Bank Inc6,758$284.7K0.01%00.0%Unchanged
CWM, LLC6,665$281.0K0.00%−39−0.6%Reduced
J.W. Cole Advisors, Inc.6,653$280.3K0.02%−127−1.9%Reduced
Signaturefd, LLC6,447$271.6K0.01%+709+12.4%Added
AXA S.A.6,382$268.9K0.00%−68−1.1%Reduced
Algert Global LLC6,364$268.1K0.01%−20,317−76.1%Reduced
Parcion Private Wealth LLC6,339$267.1K0.03%00.0%Unchanged
North Star Investment Management Corp.6,123$258.0K0.02%+2,225+57.1%Added
Angeles Investment Advisors, LLC6,072$257.8K0.02%+132+2.2%Added
Jump Financial, LLC6,100$257.0K0.01%+6,100New
Glenmede Trust Co NA6,073$255.9K0.00%−1,923−24.0%Reduced
Spirit of America Management Corp6,050$254.9K0.06%00.0%Unchanged
Vista Investment Management6,044$254.6K0.13%−100−1.6%Reduced
Grassi Investment Management6,000$253.0K0.03%00.0%Unchanged
CIBC Private Wealth Group, LLC6,002$252.9K0.00%+6,002New
Profund Advisors LLC5,913$249.1K0.01%−135−2.2%Reduced
IHT Wealth Management, LLC5,912$249.1K0.01%−205−3.4%Reduced
Summit Place Financial Advisors, LLC5,900$248.6K0.18%00.0%Unchanged
Brown Advisory Inc5,791$244.0K0.00%+5,791New
Financial Advocates Investment Management5,776$243.4K0.02%+335+6.2%Added
Fund Management at Engine No. 1 LLC5,760$242.7K0.04%+555+10.7%Added
Stephens Inc5,727$241.3K0.00%−109−1.9%Reduced
GTS Securities LLC5,645$237.8K0.00%+5,645New
Horizon Investments, LLC5,630$237.2K0.01%+70+1.3%Added
Cetera Advisors LLC5,622$236.8K0.00%+62+1.1%Added
Boston Private Wealth LLC5,614$236.5K0.01%−159−2.8%Reduced
Bleakley Financial Group, LLC5,582$235.2K0.01%−1,307−19.0%Reduced
Sawtooth Solutions, LLC5,582$235.2K0.01%−1,305−18.9%Reduced
Insigneo Advisory Services, LLC5,511$234.7K0.05%−20.0%Reduced
Tobam5,524$233.0K0.02%00.0%Unchanged
Equitable Holdings, Inc.5,527$232.9K0.00%+26+0.5%Added
Garrett Wealth Advisory Group, LLC5,419$228.3K0.10%−38−0.7%Reduced
Veriti Management LLC5,418$228.3K0.03%+237+4.6%Added
NewEdge Wealth, LLC5,379$226.6K0.01%−1,242−18.8%Reduced
Stratos Wealth Partners, LTD.5,371$226.3K0.00%−102−1.9%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,260$221.6K0.05%−253−4.6%Reduced
V-Square Quantitative Management LLC5,251$221.2K0.10%+4,001+320.1%Added
Hilltop Wealth Advisors, LLC5,230$220.3K0.17%00.0%Unchanged
West Oak Capital, LLC5,140$217.0K0.11%00.0%Unchanged
Central Trust Co5,150$217.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC5,101$214.9K0.01%+5,101New
Riverpoint Wealth Management Holdings, LLC5,096$214.7K0.07%00.0%Unchanged
Advisory Services Network, LLC5,084$214.2K0.01%+141+2.9%Added
Coldstream Capital Management Inc5,036$212.2K0.01%−593−10.5%Reduced
Change Path, LLC5,042$212.0K0.02%−478−8.7%Reduced
Prudent Man Advisors, LLC4,957$208.8K0.08%00.0%Unchanged
Goodwin Daniel L4,950$208.5K0.10%00.0%Unchanged
Arkadios Wealth Advisors4,878$205.5K0.02%−54−1.1%Reduced
Clarius Group, LLC4,876$205.4K0.02%−1,851−27.5%Reduced
Ameritas Investment Partners, Inc.4,745$199.9K0.01%00.0%Unchanged
Bessemer Group Inc4,642$195.0K0.00%+119+2.6%Added
Banque Cantonale Vaudoise3,986$168.0K0.01%−3,664−47.9%Reduced
Duncker Streett & Co Inc3,816$160.8K0.04%00.0%Unchanged
Credit Agricole S A3,783$159.4K0.00%+3,783New
Coppell Advisory Solutions LLC3,413$153.8K0.06%−61−1.8%Reduced
Lindbrook Capital, LLC3,642$153.4K0.02%+104+2.9%Added
Quadrant Capital Group LLC3,600$151.8K0.02%+518+16.8%Added
Jamison Private Wealth Management, Inc.3,458$145.7K0.03%+3,458New
Advisors Asset Management, Inc.3,216$135.5K0.00%−4,111−56.1%Reduced
CarsonAllaria Wealth Management, Ltd.2,710$114.2K0.09%−247−8.4%Reduced
State of Wyoming2,579$108.7K0.02%+2,239+658.5%Added
Parkside Financial Bank & Trust2,444$103.0K0.02%+193+8.6%Added
First Manhattan Co2,425$102.2K0.00%00.0%Unchanged
Sentry Investment Management LLC2,328$98.0K0.05%−440−15.9%Reduced
Caldwell Trust Co2,120$89.3K0.01%−250−10.5%Reduced
Parallel Advisors, LLC2,091$88.1K0.00%+234+12.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,850$77.9K0.01%00.0%Unchanged
Laffer Tengler Investments1,778$74.9K0.02%+1,778New
Federated Hermes, Inc.1,764$74.3K0.00%−299−14.5%Reduced
Bogart Wealth, LLC1,763$74.3K0.00%−2−0.1%Reduced
Motco1,757$74.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC1,714$72.8K0.02%−647−27.4%Reduced
Global Retirement Partners, LLC1,705$69.2K0.00%−3−0.2%Reduced
Sound Income Strategies, LLC1,585$66.8K0.01%00.0%Unchanged
Alta Advisers Ltd1,500$63.2K0.04%00.0%Unchanged
WFA of San Diego, LLC1,470$61.9K0.06%00.0%Unchanged
Mirova1,387$58.4K0.01%−335−19.5%Reduced
Geneos Wealth Management Inc.1,360$57.3K0.00%+261+23.7%Added
Moser Wealth Advisors, LLC1,305$55.0K0.04%00.0%Unchanged
GWM Advisors LLC1,265$53.3K0.00%+512+68.0%Added
Harbour Investments, Inc.1,253$52.8K0.00%−513−29.0%Reduced
Bank of New Hampshire1,250$52.7K0.02%00.0%Unchanged
Desjardins Global Asset Management Inc.1,225$51.6K0.01%−6,569−84.3%Reduced
Spire Wealth Management1,173$49.4K0.00%−300−20.4%Reduced
Avion Wealth1,166$49.0K0.01%+12+1.0%Added
Benjamin F. Edwards & Company, Inc.1,134$48.0K0.00%−17−1.5%Reduced
Ronald Blue Trust, Inc.986$47.0K0.00%+797+421.7%Added
Harbor Investment Advisory, LLC1,085$45.7K0.01%−787−42.0%Reduced
Resurgent Financial Advisors LLC1,045$44.0K0.03%00.0%Unchanged
NBC Securities, Inc.1,052$44.0K0.00%+1,052New
Huntington National Bank1,028$43.3K0.00%+8+0.8%Added
Deseret Mutual Benefit Administrators1,004$42.3K0.02%−39−3.7%Reduced
Logan Capital Management Inc1,000$42.1K0.00%00.0%Unchanged
IFP Advisors, Inc970$40.9K0.00%−117−10.8%Reduced
Farther Finance Advisors, LLC909$38.3K0.01%+497+120.6%Added
Federation des caisses Desjardins du Quebec874$36.8K0.00%−365−29.5%Reduced