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; 955 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 | 955 | $46.4B |
| Q1 2026 | 933 | $40.7B |
| Q4 2025 | 929 | $37.7B |
| Q3 2025 | 826 | $31.5B |
| Q2 2025 | 799 | $28.2B |
| Q1 2025 | 807 | $30.1B |
| Q4 2024 | 761 | $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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 2,102 | $105.0K | 0.05% | −226−9.7% | Reduced |
| Castleview Partners, LLC | 1,998 | $99.6K | 0.07% | +1,944+3,600.0% | Added |
| Quantbot Technologies LP | 1,945 | $96.9K | 0.01% | +1,945 | New |
| ICA Group Wealth Management, LLC | 1,937 | $96.5K | 0.02% | +1,937 | New |
| Global Retirement Partners, LLC | 1,954 | $96.4K | 0.00% | +249+14.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,850 | $92.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,780 | $88.7K | 0.01% | +17+1.0% | Added |
| Laffer Tengler Investments | 1,778 | $88.6K | 0.02% | 00.0% | Unchanged |
| Motco | 1,757 | $87.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,004 | $84.0K | 0.00% | +1,018+103.2% | Added |
| Alta Advisers Ltd | 1,500 | $74.8K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,480 | $74.3K | 0.01% | +627+73.5% | Added |
| Farther Finance Advisors, LLC | 1,439 | $71.7K | 0.01% | +530+58.3% | Added |
| Massmutual Trust Co FSB | 1,408 | $70.2K | 0.00% | +596+73.4% | Added |
| Mirova | 1,307 | $65.1K | 0.01% | −80−5.8% | Reduced |
| Moser Wealth Advisors, LLC | 1,305 | $65.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,250 | $62.3K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,240 | $61.8K | 0.01% | +15+1.2% | Added |
| Carolinas Wealth Consulting LLC | 1,227 | $61.7K | 0.01% | −487−28.4% | Reduced |
| Spire Wealth Management | 1,278 | $61.4K | 0.00% | +105+9.0% | Added |
| Avion Wealth | 1,178 | $59.0K | 0.02% | +12+1.0% | Added |
| Harbour Investments, Inc. | 1,150 | $57.3K | 0.00% | −103−8.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,134 | $57.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,112 | $55.4K | 0.00% | −153−12.1% | Reduced |
| Livelsberger Financial Advisory | 1,108 | $55.2K | 0.05% | +1,108 | New |
| Harbor Investment Advisory, LLC | 1,085 | $54.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,052 | $52.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,035 | $51.6K | 0.03% | −10−1.0% | Reduced |
| Logan Capital Management Inc | 1,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $48.3K | 0.02% | +970 | New |
| Geneos Wealth Management Inc. | 949 | $47.3K | 0.00% | −411−30.2% | Reduced |
| Huntington National Bank | 933 | $46.5K | 0.00% | −95−9.2% | Reduced |
| Private Trust Co NA | 927 | $46.2K | 0.01% | +136+17.2% | Added |
| DAGCO, Inc. | 917 | $45.7K | 0.04% | +917 | New |
| Dynamic Wealth Strategies, LLC | 917 | $45.7K | 0.04% | +917 | New |
| Federation des caisses Desjardins du Quebec | 874 | $43.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 812 | $40.5K | 0.01% | +3+0.4% | Added |
| Deseret Mutual Benefit Administrators | 788 | $39.3K | 0.02% | −216−21.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 765 | $38.1K | 0.01% | +765 | New |
| Hollencrest Capital Management | 764 | $38.1K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 799 | $37.0K | 0.03% | +799 | New |
| Gradient Investments LLC | 718 | $35.8K | 0.00% | +325+82.7% | Added |
| McIlrath & Eck, LLC | 657 | $32.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 648 | $32.3K | 0.00% | +18+2.9% | Added |
| Sound Income Strategies, LLC | 623 | $31.0K | 0.00% | −962−60.7% | Reduced |
| Bellevue Asset Management, LLC | 600 | $29.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| MV Capital Management, Inc. | 580 | $28.9K | 0.00% | +24+4.3% | Added |
| JNBA Financial Advisors | 573 | $28.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 570 | $28.4K | 0.00% | −12−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 555 | $27.7K | 0.00% | −215−27.9% | Reduced |
| Clearstead Advisors, LLC | 535 | $26.7K | 0.00% | +228+74.3% | Added |
| Colonial Trust Advisors | 535 | $26.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 514 | $25.6K | 0.00% | +225+77.9% | Added |
| EverSource Wealth Advisors, LLC | 508 | $25.3K | 0.00% | +53+11.6% | Added |
| Clear Street Markets LLC | 500 | $25.0K | 0.01% | +500 | New |
| Bruce G. Allen Investments, LLC | 500 | $24.9K | 0.02% | +500 | New |
| IFP Advisors, Inc | 481 | $24.0K | 0.00% | −489−50.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $23.2K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 453 | $22.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 446 | $22.0K | 0.00% | −96−17.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 420 | $20.9K | 0.01% | +420 | New |
| AdvisorNet Financial, Inc | 409 | $20.4K | 0.00% | +22+5.7% | Added |
| Cape Investment Advisory, Inc. | 409 | $20.4K | 0.01% | +409 | New |
| CVA Family Office, LLC | 400 | $19.9K | 0.00% | +400 | New |
| Prestige Wealth Management Group LLC | 391 | $19.7K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 394 | $19.6K | 0.01% | +394 | New |
| GHP Investment Advisors, Inc. | 392 | $19.5K | 0.00% | −209−34.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 370 | $18.4K | 0.01% | +370 | New |
| Wiser Advisor Group LLC | 363 | $18.1K | 0.03% | +363 | New |
| Missouri Trust & Investment Co | 350 | $17.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 337 | $17.0K | 0.01% | +6+1.8% | Added |
| Silvant Capital Management LLC | 310 | $15.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 301 | $15.0K | 0.00% | +301 | New |
| Heritage Wealth Advisors | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 300 | $15.0K | 0.00% | +300 | New |
| Farmers & Merchants Investments Inc | 270 | $13.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 265 | $13.2K | 0.01% | +2+0.8% | Added |
| HHM Wealth Advisors, LLC | 263 | $13.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 231 | $11.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 250 | $10.5K | 0.01% | +250 | New |
| Zions Bancorporation, N.A. | 207 | $10.3K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 217 | $10.0K | 0.01% | +2+0.9% | Added |
| Citizens National Bank Trust Department | 194 | $9.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 184 | $9.24K | 0.00% | +184 | New |
| Cullen/Frost Bankers, Inc. | 169 | $8.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 161 | $8.04K | 0.00% | +161 | New |
| Brown Brothers Harriman & Co | 158 | $7.88K | 0.00% | −13−7.6% | Reduced |
| Park Place Capital Corp | 146 | $7.28K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 139 | $7.00K | 0.00% | −39−21.9% | Reduced |
| Hantz Financial Services, Inc. | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 129 | $6.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 124 | $6.18K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 121 | $6.09K | 0.00% | +116+2,320.0% | Added |
| SOA Wealth Advisors, LLC. | 107 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 106 | $5.28K | 0.00% | +15+16.5% | Added |
| Private Wealth Management Group, LLC | 103 | $5.13K | 0.00% | +103 | New |
| TSFG, LLC | 109 | $5.00K | 0.00% | −9−7.6% | Reduced |