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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 853 | $36.3K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 826 | $34.8K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 812 | $34.2K | 0.00% | +28+3.6% | Added |
| GPS Wealth Strategies Group, LLC | 809 | $34.1K | 0.01% | +2+0.2% | Added |
| Jones Financial Companies LLLP | 796 | $33.5K | 0.00% | +479+151.1% | Added |
| Private Trust Co NA | 791 | $33.3K | 0.00% | +12+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 770 | $32.5K | 0.00% | +4+0.5% | Added |
| Hollencrest Capital Management | 764 | $32.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 761 | $32.1K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 705 | $29.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 657 | $27.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 630 | $26.5K | 0.00% | +630 | New |
| GHP Investment Advisors, Inc. | 601 | $26.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 600 | $25.3K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 598 | $25.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 582 | $24.5K | 0.00% | +37+6.8% | Added |
| Johnson Midwest Financial, LLC | 580 | $24.4K | 0.05% | +6+1.0% | Added |
| JNBA Financial Advisors | 573 | $24.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 556 | $23.4K | 0.00% | −20−3.5% | Reduced |
| Capital Analysts, LLC | 542 | $23.0K | 0.00% | +4+0.7% | Added |
| Colonial Trust Advisors | 535 | $22.5K | 0.00% | +4+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 455 | $19.2K | 0.00% | −49−9.7% | Reduced |
| Luken Investment Analytics, LLC | 453 | $19.1K | 0.01% | −453−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 391 | $16.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 393 | $16.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 387 | $16.3K | 0.00% | −22−5.4% | Reduced |
| Missouri Trust & Investment Co | 350 | $14.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 331 | $14.0K | 0.01% | −224−40.4% | Reduced |
| Silvant Capital Management LLC | 310 | $13.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 307 | $12.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Manchester Capital Management LLC | 289 | $12.2K | 0.00% | +78+37.0% | Added |
| Earnest Partners LLC | 288 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $11.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 263 | $11.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 263 | $11.1K | 0.00% | +263 | New |
| Optimum Investment Advisors | 263 | $11.1K | 0.01% | +3+1.2% | Added |
| St Germain D J Co Inc | 235 | $9.90K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 231 | $9.73K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 206 | $9.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 215 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 213 | $8.97K | 0.00% | +213 | New |
| Zions Bancorporation, N.A. | 207 | $8.72K | 0.00% | +121+140.7% | Added |
| Citizens National Bank Trust Department | 194 | $8.17K | 0.00% | −57−22.7% | Reduced |
| Buck Wealth Strategies, LLC | 184 | $7.75K | 0.00% | +1+0.5% | Added |
| Proequities, Inc. | 174 | $7.41K | 0.00% | −19−9.8% | Reduced |
| Stonebridge Capital Advisors LLC | 175 | $7.37K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 171 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 169 | $7.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $7.00K | 0.00% | +22+14.1% | Added |
| Park Place Capital Corp | 146 | $6.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 146 | $6.15K | 0.00% | +146 | New |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 135 | $5.69K | 0.00% | −475−77.9% | Reduced |
| Key Financial Inc | 129 | $5.43K | 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 |
| Smithfield Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $4.50K | 0.00% | −3−2.7% | Reduced |
| Silicon Valley Capital Partners | 101 | $4.25K | 0.00% | +1+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $4.21K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 99 | $4.18K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 94 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 91 | $3.86K | 0.00% | +77+550.0% | Added |
| Stephens Consulting, LLC | 90 | $3.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 83 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 79 | $3.33K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 78 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $3.20K | 0.00% | −33−30.3% | Reduced |
| Salomon & Ludwin, LLC | 74 | $3.12K | 0.00% | +74 | New |
| Benjamin Edwards Inc | 78 | $3.00K | 0.00% | −313−80.1% | Reduced |
| Team Financial Group, LLC | 68 | $2.88K | 0.00% | +68 | New |
| Sutton Wealth Advisors Inc. | 65 | $2.74K | 0.00% | +45+225.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $2.73K | 0.00% | +64 | New |
| ORG Partners LLC | 63 | $2.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $2.53K | 0.00% | +23+62.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $2.44K | 0.00% | +58 | New |
| Abound Wealth Management | 56 | $2.36K | 0.00% | −20−26.3% | Reduced |
| Castleview Partners, LLC | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 53 | $2.23K | 0.00% | +53 | New |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $1.79K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 41 | $1.73K | 0.00% | +41 | New |
| Private Ocean, LLC | 40 | $1.69K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 36 | $1.52K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $1.48K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 29 | $1.22K | 0.00% | +19+190.0% | 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 |
| TFC Financial Management | 23 | $969 | 0.00% | +15+187.5% | Added |