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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, Q4 2023

Institutional positions in Ventas, Inc. as of Dec 31, 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
661
+59 vs. Q3 2023
Shares held
379.6M
−759.8K (−0.2%) vs. Q3 2023
Total value
$18.9B
+$2.89B (+18.0%) vs. Q3 2023
New holders
113
220 more added
Sold out
54
241 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 661 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 heldQ4 2023: $18.9B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2023.

Institutions holding VTR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
Valued Wealth Advisors LLC6$2560.00%+6New
Hexagon Capital Partners LLC6$3000.00%00.0%Unchanged
Estabrook Capital Management7$3490.00%00.0%Unchanged
Evermay Wealth Management LLC7$3490.00%+7New
Versant Capital Management, Inc7$3490.00%+7New
Tennessee Valley Asset Management Partners7$3490.00%+7New
Provenance Wealth Advisors, LLC7$3490.00%+7New
Johnson Financial Group, Inc.7$3530.00%+7New
Highline Wealth Partners LLC8$3990.00%00.0%Unchanged
Semmax Financial Advisors Inc.11$4700.00%00.0%Unchanged
Smartleaf Asset Management LLC11$5600.00%+11New
TFC Financial Management15$7480.00%−8−34.8%Reduced
Aspect Partners, LLC15$7480.00%+15New
MCF Advisors LLC16$7980.00%00.0%Unchanged
Quent Capital, LLC18$8970.00%−106−85.5%Reduced
Fortitude Family Office, LLC18$8970.00%+18New
Raleigh Capital Management Inc.20$9960.00%+20New
JFS Wealth Advisors, LLC20$9970.00%+20New
Sofos Investments, Inc.20$9970.00%+20New
Financial Management Professionals, Inc.19$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.02K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.22$1.10K0.00%−38−63.3%Reduced
Kelly Financial Services LLC23$1.12K0.00%+1+4.5%Added
Dunhill Financial, LLC24$1.20K0.00%+24New
Arlington Trust Co LLC27$1.35K0.00%+27New
Kayne Anderson Rudnick Investment Management LLC28$1.40K0.00%+15+115.4%Added
Highlander Capital Management, LLC29$1.45K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC31$1.55K0.00%+31New
Tidemark, LLC35$1.74K0.00%+35New
Investors Research Corp36$1.79K0.00%00.0%Unchanged
Private Ocean, LLC40$1.99K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC58$2.00K0.00%00.0%Unchanged
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC39$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC33$2.00K0.00%−1−2.9%Reduced
Provence Wealth Management Group41$2.04K0.00%00.0%Unchanged
True Wealth Design, LLC42$2.09K0.00%+42New
Venturi Wealth Management, LLC46$2.29K0.00%+17+58.6%Added
Bell Investment Advisors, Inc52$2.59K0.00%−24−31.6%Reduced
Glen Eagle Advisors, LLC55$2.74K0.00%+55New
Washington Trust Co62$3.09K0.00%+62New
Salomon & Ludwin, LLC74$3.12K0.00%00.0%Unchanged
Abound Wealth Management66$3.29K0.00%+10+17.9%Added
Team Financial Group, LLC68$3.41K0.00%00.0%Unchanged
West Paces Advisors Inc.71$3.54K0.00%+49+222.7%Added
Armstrong Advisory Group, Inc78$3.89K0.00%00.0%Unchanged
Raffa Wealth Management, LLC79$3.94K0.00%00.0%Unchanged
Valley National Advisers Inc90$4.00K0.00%+65+260.0%Added
Psagot Value Holdings Ltd. / (Israel)75$4.00K0.00%+75New
Annis Gardner Whiting Capital Advisors, LLC82$4.12K0.00%+18+28.1%Added
FinTrust Capital Advisors, LLC83$4.14K0.00%+48+137.1%Added
West Tower Group, LLC88$4.39K0.01%+88New
Stephens Consulting, LLC90$4.49K0.00%00.0%Unchanged
Cornerstone Planning Group LLC93$4.62K0.00%+1+1.1%Added
Cambridge Trust Co94$4.68K0.00%00.0%Unchanged
Proequities, Inc.97$4.88K0.00%−77−44.3%Reduced
Plante Moran Financial Advisors, LLC99$4.95K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.100$4.98K0.00%00.0%Unchanged
Red Tortoise LLC100$4.98K0.00%00.0%Unchanged
TSFG, LLC109$5.00K0.00%−9−7.6%Reduced
Private Wealth Management Group, LLC103$5.13K0.00%+103New
Bokf, NA106$5.28K0.00%+15+16.5%Added
SOA Wealth Advisors, LLC.107$5.33K0.00%00.0%Unchanged
JJJ Advisors Inc.121$6.09K0.00%+116+2,320.0%Added
Caldwell Sutter Capital, Inc.124$6.18K0.00%00.0%Unchanged
Key Financial Inc129$6.43K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC139$7.00K0.00%−39−21.9%Reduced
Hantz Financial Services, Inc.136$7.00K0.00%00.0%Unchanged
Park Place Capital Corp146$7.28K0.00%00.0%Unchanged
Brown Brothers Harriman & Co158$7.88K0.00%−13−7.6%Reduced
Addison Advisors LLC161$8.04K0.00%+161New
Cullen/Frost Bankers, Inc.169$8.42K0.00%00.0%Unchanged
Sachetta, LLC184$9.24K0.00%+184New
Citizens National Bank Trust Department194$9.67K0.00%00.0%Unchanged
HBC Financial Services, PLLC217$10.0K0.01%+2+0.9%Added
Zions Bancorporation, N.A.207$10.3K0.00%00.0%Unchanged
ZRC Wealth Management, LLC250$10.5K0.01%+250New
PFS Partners, LLC231$11.5K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC263$13.1K0.00%00.0%Unchanged
Optimum Investment Advisors265$13.2K0.01%+2+0.8%Added
Farmers & Merchants Investments Inc270$13.5K0.00%00.0%Unchanged
Heritage Wealth Advisors300$15.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC300$15.0K0.01%00.0%Unchanged
LM Advisors LLC300$15.0K0.00%+300New
Baystate Wealth Management LLC301$15.0K0.00%+301New
Silvant Capital Management LLC310$15.6K0.00%00.0%Unchanged
Covestor Ltd337$17.0K0.01%+6+1.8%Added
Missouri Trust & Investment Co350$17.4K0.01%00.0%Unchanged
Wiser Advisor Group LLC363$18.1K0.03%+363New
Ables, Iannone, Moore & Associates, Inc.370$18.4K0.01%+370New
GHP Investment Advisors, Inc.392$19.5K0.00%−209−34.8%Reduced
Fairfield, Bush & Co.394$19.6K0.01%+394New
Prestige Wealth Management Group LLC391$19.7K0.00%00.0%Unchanged
CVA Family Office, LLC400$19.9K0.00%+400New
Cape Investment Advisory, Inc.409$20.4K0.01%+409New
AdvisorNet Financial, Inc409$20.4K0.00%+22+5.7%Added
Turtle Creek Wealth Advisors, LLC420$20.9K0.01%+420New
Capital Analysts, LLC446$22.0K0.00%−96−17.7%Reduced
Luken Investment Analytics, LLC453$22.6K0.01%00.0%Unchanged