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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 7,253 | $361.5K | 0.01% | −3,921−35.1% | Reduced |
| Profund Advisors LLC | 7,168 | $357.3K | 0.02% | +1,255+21.2% | Added |
| Glenview Trust Co | 7,113 | $354.5K | 0.01% | −150−2.1% | Reduced |
| Elequin Capital LP | 7,077 | $352.7K | 0.11% | +7,077 | New |
| NWF Advisory Services Inc. | 7,044 | $351.1K | 0.07% | −6,979−49.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,035 | $350.6K | 0.07% | +1,775+33.7% | Added |
| Cypress Capital Group | 6,947 | $346.2K | 0.05% | +60+0.9% | Added |
| Signaturefd, LLC | 6,804 | $339.1K | 0.01% | +357+5.5% | Added |
| AXA S.A. | 6,673 | $332.6K | 0.00% | +291+4.6% | Added |
| Glenmede Trust Co NA | 6,551 | $326.5K | 0.00% | +478+7.9% | Added |
| Colony Group, LLC | 6,459 | $322.0K | 0.00% | +6,459 | New |
| Parcion Private Wealth LLC | 6,339 | $315.9K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,271 | $315.4K | 0.01% | −2,539−28.8% | Reduced |
| Angeles Investment Advisors, LLC | 6,146 | $308.3K | 0.02% | +74+1.2% | Added |
| J.W. Cole Advisors, Inc. | 6,172 | $307.6K | 0.02% | −481−7.2% | Reduced |
| 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 |
| Pasadena Private Wealth, LLC | 6,155 | $306.8K | 0.07% | +6,155 | New |
| Cetera Investment Advisers | 6,090 | $303.5K | 0.00% | −1,748−22.3% | Reduced |
| Gateway Investment Advisers LLC | 6,062 | $302.1K | 0.00% | +6,062 | New |
| Spirit of America Management Corp | 6,050 | $301.5K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,038 | $300.9K | 0.01% | +424+7.6% | Added |
| Tobam | 6,012 | $300.0K | 0.03% | +488+8.8% | Added |
| Grassi Investment Management | 6,000 | $299.0K | 0.03% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,900 | $294.1K | 0.19% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,852 | $291.7K | 0.02% | +76+1.3% | Added |
| Horizon Investments, LLC | 5,707 | $284.4K | 0.01% | +77+1.4% | Added |
| North Star Investment Management Corp. | 5,673 | $282.8K | 0.02% | −450−7.3% | Reduced |
| Cetera Advisors LLC | 5,661 | $282.2K | 0.00% | +39+0.7% | Added |
| Stephens Inc | 5,637 | $281.0K | 0.00% | −90−1.6% | Reduced |
| IHT Wealth Management, LLC | 5,627 | $280.5K | 0.01% | −285−4.8% | Reduced |
| Vista Investment Management | 5,594 | $278.8K | 0.13% | −450−7.4% | Reduced |
| Insigneo Advisory Services, LLC | 5,515 | $277.4K | 0.04% | +4+0.1% | Added |
| NEOS Investment Management LLC | 5,533 | $275.8K | 0.03% | +5,533 | New |
| Stratos Wealth Partners, LTD. | 5,497 | $274.0K | 0.01% | +126+2.3% | Added |
| Sequoia Financial Advisors, LLC | 5,487 | $273.5K | 0.00% | +5,487 | New |
| Truvestments Capital LLC | 5,385 | $268.4K | 0.12% | −1,418−20.8% | Reduced |
| NewEdge Wealth, LLC | 5,317 | $265.0K | 0.01% | −62−1.2% | Reduced |
| Lazard Asset Management LLC | 5,298 | $264.0K | 0.00% | +5,286+44,050.0% | Added |
| V-Square Quantitative Management LLC | 5,251 | $261.7K | 0.06% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 5,230 | $260.7K | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,226 | $260.5K | 0.01% | +190+3.8% | Added |
| Camelot Portfolios, LLC | 5,153 | $256.8K | 0.15% | +5,153 | New |
| Central Trust Co | 5,150 | $256.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,103 | $254.3K | 0.00% | −899−15.0% | Reduced |
| Cetera Trust Company, N.A | 5,100 | $254.2K | 0.16% | +5,100 | New |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $254.0K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,058 | $253.0K | 0.00% | +416+9.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,055 | $251.9K | 0.01% | +5,055 | New |
| Davenport & Co LLC | 4,973 | $247.9K | 0.00% | −1,797−26.5% | Reduced |
| Atria Wealth Solutions, Inc. | 4,914 | $244.9K | 0.00% | −4,788−49.4% | Reduced |
| Prudent Man Advisors, LLC | 4,913 | $244.9K | 0.09% | −44−0.9% | Reduced |
| Level Four Advisory Services, LLC | 4,760 | $237.2K | 0.01% | +4,760 | New |
| Change Path, LLC | 4,749 | $237.0K | 0.02% | −293−5.8% | Reduced |
| Warwick Investment Management, Inc. | 4,705 | $234.5K | 0.07% | +4,705 | New |
| West Oak Capital, LLC | 4,760 | $234.0K | 0.11% | −380−7.4% | Reduced |
| Oracle Alpha Inc. | 4,665 | $232.5K | 0.30% | +4,665 | New |
| International Assets Investment Management, LLC | 4,652 | $231.9K | 0.03% | +4,652 | New |
| Federated Hermes, Inc. | 4,604 | $229.5K | 0.00% | +2,840+161.0% | Added |
| Resources Investment Advisors, LLC. | 4,560 | $227.3K | 0.00% | +4,560 | New |
| Personal Cfo Solutions, LLC | 4,518 | $225.2K | 0.04% | +4,518 | New |
| Siemens Fonds Invest GmbH | 4,517 | $225.1K | 0.02% | +4,517 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,524 | $225.0K | 0.00% | +4,524 | New |
| Clarius Group, LLC | 4,477 | $223.1K | 0.02% | −399−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,471 | $222.8K | 0.01% | −274−5.8% | Reduced |
| D.A. Davidson & Co. | 4,407 | $219.6K | 0.00% | +4,407 | New |
| Garrett Wealth Advisory Group, LLC | 4,401 | $219.3K | 0.09% | −1,018−18.8% | Reduced |
| Vontobel Holding Ltd. | 4,391 | $218.8K | 0.00% | +4,391 | New |
| Laidlaw Wealth Management LLC | 4,342 | $216.4K | 0.08% | +4,342 | New |
| Empowered Funds, LLC | 4,306 | $214.6K | 0.01% | +4,306 | New |
| Cigna Investments Inc | 4,286 | $214.0K | 0.04% | +4,286 | New |
| Merit Financial Group, LLC | 4,278 | $213.2K | 0.01% | +4,278 | New |
| Ingalls & Snyder LLC | 4,241 | $211.0K | 0.01% | +4,241 | New |
| GAMMA Investing LLC | 4,525 | $209.9K | 0.06% | +4,525 | New |
| Principal Securities, Inc. | 4,164 | $207.5K | 0.01% | +4,164 | New |
| Vestmark Advisory Solutions, Inc. | 4,123 | $205.5K | 0.01% | +4,123 | New |
| True North Advisors, LLC | 4,113 | $205.0K | 0.05% | +4,113 | New |
| Integrated Advisors Network LLC | 4,112 | $205.0K | 0.01% | +4,112 | New |
| Schechter Investment Advisors, LLC | 4,071 | $202.9K | 0.02% | +4,071 | New |
| Brown Advisory Inc | 4,064 | $202.5K | 0.00% | −1,727−29.8% | Reduced |
| Gateway Wealth Partners, LLC | 4,056 | $202.1K | 0.08% | +4,056 | New |
| Bristlecone Advisors, LLC | 4,051 | $201.9K | 0.02% | +4,051 | New |
| Heirloom Wealth Management | 4,018 | $200.3K | 0.08% | +4,018 | New |
| Planned Solutions, Inc. | 3,977 | $198.2K | 0.09% | +3,977 | New |
| Lindbrook Capital, LLC | 3,881 | $193.4K | 0.02% | +239+6.6% | Added |
| Coppell Advisory Solutions LLC | 3,880 | $193.4K | 0.04% | +467+13.7% | Added |
| Duncker Streett & Co Inc | 3,816 | $190.2K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,638 | $181.0K | 0.03% | −3,142−46.3% | Reduced |
| Advisory Services Network, LLC | 3,195 | $159.2K | 0.00% | −1,889−37.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,088 | $153.9K | 0.03% | −370−10.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,988 | $148.9K | 0.00% | +2,988 | New |
| Quadrant Capital Group LLC | 2,958 | $147.6K | 0.01% | −642−17.8% | Reduced |
| Advisors Asset Management, Inc. | 2,850 | $142.0K | 0.00% | −366−11.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,834 | $141.3K | 0.10% | +124+4.6% | Added |
| SYSTM Wealth Solutions LLC | 2,526 | $126.9K | 0.02% | +2,526 | New |
| Parallel Advisors, LLC | 2,493 | $124.2K | 0.00% | +402+19.2% | Added |
| Parkside Financial Bank & Trust | 2,461 | $122.7K | 0.02% | +17+0.7% | Added |
| First Manhattan Co | 2,425 | $120.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,124 | $105.9K | 0.00% | +1,328+166.8% | Added |
| Caldwell Trust Co | 2,120 | $105.7K | 0.01% | 00.0% | Unchanged |