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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 4,560 | $227.3K | 0.00% | +4,560 | New |
| Federated Hermes, Inc. | 4,604 | $229.5K | 0.00% | +2,840+161.0% | Added |
| International Assets Investment Management, LLC | 4,652 | $231.9K | 0.03% | +4,652 | New |
| Oracle Alpha Inc. | 4,665 | $232.5K | 0.30% | +4,665 | New |
| West Oak Capital, LLC | 4,760 | $234.0K | 0.11% | −380−7.4% | Reduced |
| Warwick Investment Management, Inc. | 4,705 | $234.5K | 0.07% | +4,705 | New |
| Change Path, LLC | 4,749 | $237.0K | 0.02% | −293−5.8% | Reduced |
| Level Four Advisory Services, LLC | 4,760 | $237.2K | 0.01% | +4,760 | New |
| Prudent Man Advisors, LLC | 4,913 | $244.9K | 0.09% | −44−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 4,914 | $244.9K | 0.00% | −4,788−49.4% | Reduced |
| Davenport & Co LLC | 4,973 | $247.9K | 0.00% | −1,797−26.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,055 | $251.9K | 0.01% | +5,055 | New |
| Bessemer Group Inc | 5,058 | $253.0K | 0.00% | +416+9.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $254.0K | 0.07% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,100 | $254.2K | 0.16% | +5,100 | New |
| CIBC Private Wealth Group, LLC | 5,103 | $254.3K | 0.00% | −899−15.0% | Reduced |
| Central Trust Co | 5,150 | $256.7K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 5,153 | $256.8K | 0.15% | +5,153 | New |
| Coldstream Capital Management Inc | 5,226 | $260.5K | 0.01% | +190+3.8% | Added |
| Hilltop Wealth Advisors, LLC | 5,230 | $260.7K | 0.15% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,251 | $261.7K | 0.06% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,298 | $264.0K | 0.00% | +5,286+44,050.0% | Added |
| NewEdge Wealth, LLC | 5,317 | $265.0K | 0.01% | −62−1.2% | Reduced |
| Truvestments Capital LLC | 5,385 | $268.4K | 0.12% | −1,418−20.8% | Reduced |
| Sequoia Financial Advisors, LLC | 5,487 | $273.5K | 0.00% | +5,487 | New |
| Stratos Wealth Partners, LTD. | 5,497 | $274.0K | 0.01% | +126+2.3% | Added |
| NEOS Investment Management LLC | 5,533 | $275.8K | 0.03% | +5,533 | New |
| Insigneo Advisory Services, LLC | 5,515 | $277.4K | 0.04% | +4+0.1% | Added |
| Vista Investment Management | 5,594 | $278.8K | 0.13% | −450−7.4% | Reduced |
| IHT Wealth Management, LLC | 5,627 | $280.5K | 0.01% | −285−4.8% | Reduced |
| Stephens Inc | 5,637 | $281.0K | 0.00% | −90−1.6% | Reduced |
| Cetera Advisors LLC | 5,661 | $282.2K | 0.00% | +39+0.7% | Added |
| North Star Investment Management Corp. | 5,673 | $282.8K | 0.02% | −450−7.3% | Reduced |
| Horizon Investments, LLC | 5,707 | $284.4K | 0.01% | +77+1.4% | Added |
| Financial Advocates Investment Management | 5,852 | $291.7K | 0.02% | +76+1.3% | Added |
| Summit Place Financial Advisors, LLC | 5,900 | $294.1K | 0.19% | 00.0% | Unchanged |
| Grassi Investment Management | 6,000 | $299.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 6,012 | $300.0K | 0.03% | +488+8.8% | Added |
| Boston Private Wealth LLC | 6,038 | $300.9K | 0.01% | +424+7.6% | Added |
| Spirit of America Management Corp | 6,050 | $301.5K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,062 | $302.1K | 0.00% | +6,062 | New |
| Cetera Investment Advisers | 6,090 | $303.5K | 0.00% | −1,748−22.3% | Reduced |
| Pasadena Private Wealth, LLC | 6,155 | $306.8K | 0.07% | +6,155 | New |
| Sawtooth Solutions, LLC | 6,164 | $307.2K | 0.01% | +582+10.4% | Added |
| Bleakley Financial Group, LLC | 6,164 | $307.2K | 0.01% | +582+10.4% | Added |
| J.W. Cole Advisors, Inc. | 6,172 | $307.6K | 0.02% | −481−7.2% | Reduced |
| Angeles Investment Advisors, LLC | 6,146 | $308.3K | 0.02% | +74+1.2% | Added |
| National Asset Management, Inc. | 6,271 | $315.4K | 0.01% | −2,539−28.8% | Reduced |
| Parcion Private Wealth LLC | 6,339 | $315.9K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 6,459 | $322.0K | 0.00% | +6,459 | New |
| Glenmede Trust Co NA | 6,551 | $326.5K | 0.00% | +478+7.9% | Added |
| AXA S.A. | 6,673 | $332.6K | 0.00% | +291+4.6% | Added |
| Signaturefd, LLC | 6,804 | $339.1K | 0.01% | +357+5.5% | Added |
| Cypress Capital Group | 6,947 | $346.2K | 0.05% | +60+0.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,035 | $350.6K | 0.07% | +1,775+33.7% | Added |
| NWF Advisory Services Inc. | 7,044 | $351.1K | 0.07% | −6,979−49.8% | Reduced |
| Elequin Capital LP | 7,077 | $352.7K | 0.11% | +7,077 | New |
| Glenview Trust Co | 7,113 | $354.5K | 0.01% | −150−2.1% | Reduced |
| Profund Advisors LLC | 7,168 | $357.3K | 0.02% | +1,255+21.2% | Added |
| Toroso Investments, LLC | 7,253 | $361.5K | 0.01% | −3,921−35.1% | Reduced |
| Balboa Wealth Partners | 7,295 | $363.6K | 0.12% | −700−8.8% | Reduced |
| Roman Butler Fullerton & Co | 7,727 | $366.3K | 0.14% | −576−6.9% | Reduced |
| Cerity Partners LLC | 7,464 | $372.3K | 0.00% | +7,464 | New |
| Ellevest, Inc. | 7,497 | $373.6K | 0.03% | +7,497 | New |
| CWM, LLC | 7,519 | $375.0K | 0.00% | +854+12.8% | Added |
| Integrated Wealth Concepts LLC | 7,671 | $382.3K | 0.01% | +401+5.5% | Added |
| Umb Bank N A | 7,718 | $384.7K | 0.01% | −428−5.3% | Reduced |
| Harbour Trust & Investment Management Co | 7,719 | $384.7K | 0.05% | +7,719 | New |
| HighPoint Advisor Group LLC | 9,020 | $385.0K | 0.03% | +9,020 | New |
| Envestnet Portfolio Solutions, Inc. | 7,783 | $387.9K | 0.00% | −213−2.7% | Reduced |
| Whittier Trust Co | 7,865 | $392.0K | 0.01% | −46−0.6% | Reduced |
| Walleye Trading LLC | 7,949 | $396.2K | 0.01% | −61,908−88.6% | Reduced |
| Mutual Advisors, LLC | 8,019 | $399.7K | 0.01% | −102−1.3% | Reduced |
| Morling Financial Advisors, LLC | 8,097 | $403.6K | 0.33% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,131 | $405.2K | 0.01% | −23,773−74.5% | Reduced |
| Wolverine Trading, LLC | 8,215 | $409.4K | 0.00% | −4,997−37.8% | Reduced |
| Ballentine Partners, LLC | 8,336 | $415.5K | 0.01% | +568+7.3% | Added |
| Impax Asset Management Group plc | 8,356 | $416.5K | 0.00% | −69,299−89.2% | Reduced |
| KCM Investment Advisors LLC | 8,384 | $417.9K | 0.02% | −106−1.2% | Reduced |
| Veriti Management LLC | 8,410 | $419.2K | 0.04% | +2,992+55.2% | Added |
| Robertson Stephens Wealth Management, LLC | 8,536 | $429.3K | 0.03% | +130+1.5% | Added |
| FJ Investments, LLC | 8,652 | $431.2K | 0.02% | +8,652 | New |
| Degroof Petercam Asset Management | 8,700 | $433.6K | 0.01% | +8,700 | New |
| Pettyjohn, Wood & White, Inc | 9,000 | $448.6K | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 9,016 | $449.4K | 0.02% | −112,285−92.6% | Reduced |
| Mendota Financial Group, LLC | 9,261 | $461.6K | 0.36% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 9,284 | $462.7K | 0.46% | +9,284 | New |
| Investment Management Corp of Ontario | 9,391 | $468.0K | 0.01% | +9,391 | New |
| Global Wealth Management Investment Advisory, Inc. | 9,493 | $473.1K | 0.12% | +250+2.7% | Added |
| Ieq Capital, LLC | 9,551 | $476.0K | 0.01% | −1,661−14.8% | Reduced |
| Private Advisor Group, LLC | 9,739 | $485.4K | 0.00% | +1,586+19.5% | Added |
| Koshinski Asset Management, Inc. | 9,869 | $491.9K | 0.07% | +2,427+32.6% | Added |
| TD Private Client Wealth LLC | 10,019 | $499.3K | 0.02% | −1,369−12.0% | Reduced |
| Assenagon Asset Management S.A. | 10,050 | $500.9K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,086 | $502.7K | 0.04% | −11,719−53.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,088 | $502.8K | 0.16% | +140+1.4% | Added |
| PEAK6 Investments LLC | 10,260 | $511.4K | 0.02% | +10,260 | New |
| Alberta Investment Management Corp | 10,300 | $513.4K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,321 | $514.4K | 0.00% | +253+2.5% | Added |
| UBS Oconnor LLC | 10,400 | $518.3K | 0.02% | +10,400 | New |