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, Q1 2024
Institutional positions in Ventas, Inc. as of Mar 31, 2024. 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
- 651
- −5 vs. Q4 2023
- Shares held
- 379.6M
- +6.39K (0.0%) vs. Q4 2023
- Total value
- $16.6B
- −$2.37B (−12.5%) vs. Q4 2023
- New holders
- 82
- 222 more added
- Sold out
- 87
- 245 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $218 | 0.00% | −15−75.0% | Reduced |
| Hexagon Capital Partners LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $264 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $305 | 0.00% | −8−53.3% | Reduced |
| Estabrook Capital Management | 7 | $305 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $305 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $305 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $308 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $348 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 14 | $610 | 0.00% | +14 | New |
| Highlander Capital Management, LLC | 17 | $740 | 0.00% | −12−41.4% | Reduced |
| Quent Capital, LLC | 18 | $784 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $892 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $915 | 0.00% | +6+40.0% | Added |
| Newbridge Financial Services Group, Inc. | 22 | $958 | 0.00% | −78−78.0% | Reduced |
| MCF Advisors LLC | 22 | $961 | 0.00% | +6+37.5% | Added |
| Kelly Financial Services LLC | 23 | $990 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 25 | $1.09K | 0.00% | +25 | New |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $1.13K | 0.00% | −2−7.1% | Reduced |
| Dunhill Financial, LLC | 29 | $1.26K | 0.00% | +5+20.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $1.42K | 0.00% | +33 | New |
| Westend Capital Management, LLC | 34 | $1.48K | 0.00% | +34 | New |
| Raleigh Capital Management Inc. | 35 | $1.52K | 0.00% | +15+75.0% | Added |
| Tidemark, LLC | 35 | $1.52K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 36 | $1.57K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 38 | $1.66K | 0.00% | −8−17.4% | Reduced |
| Private Ocean, LLC | 40 | $1.74K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 41 | $1.78K | 0.00% | +41 | New |
| Aspire Private Capital, LLC | 45 | $1.96K | 0.00% | +45 | New |
| GW&K Investment Management, LLC | 40 | $2.00K | 0.00% | +7+21.2% | Added |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 52 | $2.39K | 0.00% | +32+160.0% | Added |
| Glen Eagle Advisors, LLC | 55 | $2.42K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $2.53K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 63 | $2.73K | 0.00% | +1+1.6% | Added |
| Delos Wealth Advisors, LLC | 63 | $2.74K | 0.00% | +63 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $2.82K | 0.00% | −18−22.0% | Reduced |
| Abound Wealth Management | 66 | $2.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $3.00K | 0.00% | −15−16.7% | Reduced |
| West Paces Advisors Inc. | 71 | $3.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $3.13K | 0.00% | +54+300.0% | Added |
| Salomon & Ludwin, LLC | 74 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 77 | $3.30K | 0.00% | −29−27.4% | Reduced |
| Raffa Wealth Management, LLC | 79 | $3.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 83 | $3.61K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 78 | $3.89K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $3.92K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 94 | $4.09K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 97 | $4.27K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $4.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $4.35K | 0.00% | −618−86.1% | Reduced |
| Red Tortoise LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 95 | $4.40K | 0.00% | +2+2.2% | Added |
| SOA Wealth Advisors, LLC. | 107 | $4.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $4.70K | 0.00% | +5+4.9% | Added |
| Eagle Bay Advisors LLC | 111 | $4.88K | 0.00% | +111 | New |
| TSFG, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 121 | $5.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 124 | $5.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 129 | $5.62K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 137 | $5.96K | 0.00% | +137 | New |
| Hantz Financial Services, Inc. | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 143 | $6.23K | 0.00% | −6,934−98.0% | Reduced |
| Park Place Capital Corp | 146 | $6.36K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 150 | $7.00K | 0.00% | +11+7.9% | Added |
| Addison Advisors LLC | 163 | $7.09K | 0.00% | +2+1.2% | Added |
| Gen-Wealth Partners Inc | 168 | $7.32K | 0.00% | +168 | New |
| Cullen/Frost Bankers, Inc. | 169 | $7.36K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 184 | $8.01K | 0.00% | −23−11.1% | Reduced |
| Exchange Traded Concepts, LLC | 185 | $8.05K | 0.00% | +185 | New |
| Citizens National Bank Trust Department | 194 | $8.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 184 | $9.24K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 218 | $9.49K | 0.00% | +218 | New |
| Continuum Advisory, LLC | 207 | $9.84K | 0.00% | +207 | New |
| Syntax Research, Inc. | 230 | $10.0K | 0.01% | +230 | New |
| PFS Partners, LLC | 231 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 259 | $11.3K | 0.01% | −150−36.7% | Reduced |
| HHM Wealth Advisors, LLC | 263 | $11.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 268 | $11.7K | 0.01% | +3+1.1% | Added |
| Farmers & Merchants Investments Inc | 270 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $13.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 310 | $13.5K | 0.00% | −90−22.5% | Reduced |
| Silvant Capital Management LLC | 310 | $13.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 331 | $14.0K | 0.01% | −6−1.8% | Reduced |
| HBC Financial Services, PLLC | 322 | $14.0K | 0.01% | +105+48.4% | Added |
| Missouri Trust & Investment Co | 350 | $15.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 366 | $16.0K | 0.02% | +3+0.8% | Added |
| GHP Investment Advisors, Inc. | 392 | $17.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 391 | $17.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 403 | $17.5K | 0.00% | −6−1.5% | Reduced |
| Grove Bank & Trust | 450 | $19.6K | 0.00% | +450 | New |
| Capital Analysts, LLC | 449 | $20.0K | 0.00% | +3+0.7% | Added |
| Bruce G. Allen Investments, LLC | 476 | $20.7K | 0.02% | −24−4.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 493 | $21.5K | 0.00% | −2,595−84.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $21.6K | 0.00% | 00.0% | Unchanged |