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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $23.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 481 | $24.0K | 0.00% | −489−50.4% | Reduced |
| Bruce G. Allen Investments, LLC | 500 | $24.9K | 0.02% | +500 | New |
| Clear Street Markets LLC | 500 | $25.0K | 0.01% | +500 | New |
| EverSource Wealth Advisors, LLC | 508 | $25.3K | 0.00% | +53+11.6% | Added |
| Manchester Capital Management LLC | 514 | $25.6K | 0.00% | +225+77.9% | Added |
| Colonial Trust Advisors | 535 | $26.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 535 | $26.7K | 0.00% | +228+74.3% | Added |
| Steward Partners Investment Advisory, LLC | 555 | $27.7K | 0.00% | −215−27.9% | Reduced |
| Glassman Wealth Services | 570 | $28.4K | 0.00% | −12−2.1% | Reduced |
| JNBA Financial Advisors | 573 | $28.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 580 | $28.9K | 0.00% | +24+4.3% | Added |
| State of Wyoming | 598 | $29.8K | 0.01% | −1,981−76.8% | Reduced |
| Atlas Capital Advisors LLC | 598 | $29.8K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 600 | $29.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 623 | $31.0K | 0.00% | −962−60.7% | Reduced |
| Creative Financial Designs Inc | 648 | $32.3K | 0.00% | +18+2.9% | Added |
| McIlrath & Eck, LLC | 657 | $32.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 718 | $35.8K | 0.00% | +325+82.7% | Added |
| EdgeRock Capital LLC | 799 | $37.0K | 0.03% | +799 | New |
| Hollencrest Capital Management | 764 | $38.1K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 765 | $38.1K | 0.01% | +765 | New |
| Deseret Mutual Benefit Administrators | 788 | $39.3K | 0.02% | −216−21.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 812 | $40.5K | 0.01% | +3+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 874 | $43.6K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 917 | $45.7K | 0.04% | +917 | New |
| Dynamic Wealth Strategies, LLC | 917 | $45.7K | 0.04% | +917 | New |
| Private Trust Co NA | 927 | $46.2K | 0.01% | +136+17.2% | Added |
| Huntington National Bank | 933 | $46.5K | 0.00% | −95−9.2% | Reduced |
| Geneos Wealth Management Inc. | 949 | $47.3K | 0.00% | −411−30.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $48.3K | 0.02% | +970 | New |
| Logan Capital Management Inc | 1,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,035 | $51.6K | 0.03% | −10−1.0% | Reduced |
| NBC Securities, Inc. | 1,052 | $52.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,085 | $54.1K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 1,108 | $55.2K | 0.05% | +1,108 | New |
| GWM Advisors LLC | 1,112 | $55.4K | 0.00% | −153−12.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,134 | $57.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,150 | $57.3K | 0.00% | −103−8.2% | Reduced |
| Avion Wealth | 1,178 | $59.0K | 0.02% | +12+1.0% | Added |
| Spire Wealth Management | 1,278 | $61.4K | 0.00% | +105+9.0% | Added |
| Carolinas Wealth Consulting LLC | 1,227 | $61.7K | 0.01% | −487−28.4% | Reduced |
| Desjardins Global Asset Management Inc. | 1,240 | $61.8K | 0.01% | +15+1.2% | Added |
| Bank of New Hampshire | 1,250 | $62.3K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 1,305 | $65.0K | 0.04% | 00.0% | Unchanged |
| Mirova | 1,307 | $65.1K | 0.01% | −80−5.8% | Reduced |
| Massmutual Trust Co FSB | 1,408 | $70.2K | 0.00% | +596+73.4% | Added |
| Farther Finance Advisors, LLC | 1,439 | $71.7K | 0.01% | +530+58.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,480 | $74.3K | 0.01% | +627+73.5% | Added |
| Alta Advisers Ltd | 1,500 | $74.8K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,004 | $84.0K | 0.00% | +1,018+103.2% | Added |
| Motco | 1,757 | $87.6K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,778 | $88.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,780 | $88.7K | 0.01% | +17+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $92.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,954 | $96.4K | 0.00% | +249+14.6% | Added |
| ICA Group Wealth Management, LLC | 1,937 | $96.5K | 0.02% | +1,937 | New |
| Quantbot Technologies LP | 1,945 | $96.9K | 0.01% | +1,945 | New |
| Castleview Partners, LLC | 1,998 | $99.6K | 0.07% | +1,944+3,600.0% | Added |
| Sentry Investment Management LLC | 2,102 | $105.0K | 0.05% | −226−9.7% | Reduced |
| Caldwell Trust Co | 2,120 | $105.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,124 | $105.9K | 0.00% | +1,328+166.8% | Added |
| First Manhattan Co | 2,425 | $120.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,461 | $122.7K | 0.02% | +17+0.7% | Added |
| Parallel Advisors, LLC | 2,493 | $124.2K | 0.00% | +402+19.2% | Added |
| SYSTM Wealth Solutions LLC | 2,526 | $126.9K | 0.02% | +2,526 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,834 | $141.3K | 0.10% | +124+4.6% | Added |
| Advisors Asset Management, Inc. | 2,850 | $142.0K | 0.00% | −366−11.4% | Reduced |
| Quadrant Capital Group LLC | 2,958 | $147.6K | 0.01% | −642−17.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,988 | $148.9K | 0.00% | +2,988 | New |
| Jamison Private Wealth Management, Inc. | 3,088 | $153.9K | 0.03% | −370−10.7% | Reduced |
| Advisory Services Network, LLC | 3,195 | $159.2K | 0.00% | −1,889−37.2% | Reduced |
| Hanson & Doremus Investment Management | 3,638 | $181.0K | 0.03% | −3,142−46.3% | Reduced |
| Duncker Streett & Co Inc | 3,816 | $190.2K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,880 | $193.4K | 0.04% | +467+13.7% | Added |
| Lindbrook Capital, LLC | 3,881 | $193.4K | 0.02% | +239+6.6% | Added |
| Planned Solutions, Inc. | 3,977 | $198.2K | 0.09% | +3,977 | New |
| Heirloom Wealth Management | 4,018 | $200.3K | 0.08% | +4,018 | New |
| Bristlecone Advisors, LLC | 4,051 | $201.9K | 0.02% | +4,051 | New |
| Gateway Wealth Partners, LLC | 4,056 | $202.1K | 0.08% | +4,056 | New |
| Brown Advisory Inc | 4,064 | $202.5K | 0.00% | −1,727−29.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,071 | $202.9K | 0.02% | +4,071 | New |
| Integrated Advisors Network LLC | 4,112 | $205.0K | 0.01% | +4,112 | New |
| True North Advisors, LLC | 4,113 | $205.0K | 0.05% | +4,113 | New |
| Vestmark Advisory Solutions, Inc. | 4,123 | $205.5K | 0.01% | +4,123 | New |
| Principal Securities, Inc. | 4,164 | $207.5K | 0.01% | +4,164 | New |
| GAMMA Investing LLC | 4,525 | $209.9K | 0.06% | +4,525 | New |
| Ingalls & Snyder LLC | 4,241 | $211.0K | 0.01% | +4,241 | New |
| Merit Financial Group, LLC | 4,278 | $213.2K | 0.01% | +4,278 | New |
| Cigna Investments Inc | 4,286 | $214.0K | 0.04% | +4,286 | New |
| Empowered Funds, LLC | 4,306 | $214.6K | 0.01% | +4,306 | New |
| Laidlaw Wealth Management LLC | 4,342 | $216.4K | 0.08% | +4,342 | New |
| Vontobel Holding Ltd. | 4,391 | $218.8K | 0.00% | +4,391 | New |
| Garrett Wealth Advisory Group, LLC | 4,401 | $219.3K | 0.09% | −1,018−18.8% | Reduced |
| D.A. Davidson & Co. | 4,407 | $219.6K | 0.00% | +4,407 | New |
| Ameritas Investment Partners, Inc. | 4,471 | $222.8K | 0.01% | −274−5.8% | Reduced |
| Clarius Group, LLC | 4,477 | $223.1K | 0.02% | −399−8.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,524 | $225.0K | 0.00% | +4,524 | New |
| Siemens Fonds Invest GmbH | 4,517 | $225.1K | 0.02% | +4,517 | New |
| Personal Cfo Solutions, LLC | 4,518 | $225.2K | 0.04% | +4,518 | New |