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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 500 | $21.8K | 0.00% | +19+4.0% | Added |
| Manchester Capital Management LLC | 507 | $22.1K | 0.00% | −7−1.4% | Reduced |
| Colonial Trust Advisors | 511 | $22.2K | 0.00% | −24−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 503 | $22.3K | 0.00% | −5−1.0% | Reduced |
| Quarry LP | 531 | $23.1K | 0.01% | +531 | New |
| Clearstead Advisors, LLC | 507 | $24.1K | 0.00% | −28−5.2% | Reduced |
| Smartleaf Asset Management LLC | 556 | $24.3K | 0.00% | +545+4,954.5% | Added |
| MV Capital Management, Inc. | 561 | $24.4K | 0.00% | −19−3.3% | Reduced |
| JNBA Financial Advisors | 573 | $24.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 581 | $25.3K | 0.00% | −42−6.7% | Reduced |
| Bellevue Asset Management, LLC | 600 | $26.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 607 | $26.4K | 0.00% | +9+1.5% | Added |
| McIlrath & Eck, LLC | 657 | $28.6K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 686 | $29.9K | 0.02% | +686 | New |
| Hollencrest Capital Management | 764 | $33.3K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 765 | $33.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 788 | $34.3K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 812 | $35.0K | 0.03% | −105−11.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 815 | $35.5K | 0.01% | +3+0.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 837 | $36.4K | 0.01% | +837 | New |
| Harbor Investment Advisory, LLC | 885 | $38.5K | 0.00% | −200−18.4% | Reduced |
| Private Trust Co NA | 921 | $40.1K | 0.00% | −6−0.6% | Reduced |
| Creative Financial Designs Inc | 933 | $40.6K | 0.00% | +285+44.0% | Added |
| Geneos Wealth Management Inc. | 949 | $41.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 952 | $41.5K | 0.00% | +19+2.0% | Added |
| TD Private Client Wealth LLC | 959 | $41.8K | 0.00% | −9,060−90.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $42.2K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,000 | $43.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,034 | $45.0K | 0.00% | −100−8.8% | Reduced |
| NBC Securities, Inc. | 1,052 | $45.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,129 | $49.1K | 0.00% | +17+1.5% | Added |
| Avion Wealth | 1,166 | $51.0K | 0.01% | −12−1.0% | Reduced |
| Harbour Investments, Inc. | 1,233 | $53.7K | 0.00% | +83+7.2% | Added |
| Carolinas Wealth Consulting LLC | 1,230 | $54.1K | 0.01% | +3+0.2% | Added |
| Bank of New Hampshire | 1,250 | $54.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,261 | $54.9K | 0.00% | +706+127.2% | Added |
| Moser Wealth Advisors, LLC | 1,305 | $56.8K | 0.03% | 00.0% | Unchanged |
| Mirova | 1,307 | $56.9K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,308 | $57.0K | 0.01% | −4,704−78.2% | Reduced |
| Spire Wealth Management | 1,315 | $57.3K | 0.00% | +37+2.9% | Added |
| Ronald Blue Trust, Inc. | 1,339 | $58.3K | 0.00% | −665−33.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,480 | $65.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $65.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,590 | $68.2K | 0.00% | +151+10.5% | Added |
| CoreCap Advisors, LLC | 1,698 | $73.9K | 0.00% | +1,698 | New |
| Laffer Tengler Investments | 1,778 | $77.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,795 | $78.1K | 0.00% | +15+0.8% | Added |
| Motco | 1,795 | $78.2K | 0.00% | +38+2.2% | Added |
| Hazelview Securities Inc. | 1,900 | $81.4K | 0.02% | −198,603−99.1% | Reduced |
| Massmutual Trust Co FSB | 1,936 | $84.3K | 0.00% | +528+37.5% | Added |
| ICA Group Wealth Management, LLC | 1,938 | $84.4K | 0.02% | +1+0.1% | Added |
| Global Retirement Partners, LLC | 1,966 | $85.6K | 0.00% | +12+0.6% | Added |
| Parkside Financial Bank & Trust | 1,990 | $86.6K | 0.01% | −471−19.1% | Reduced |
| AlphaMark Advisors, LLC | 2,000 | $87.0K | 0.03% | +2,000 | New |
| Tompkins Financial Corp | 2,000 | $87.1K | 0.01% | +2,000 | New |
| Castleview Partners, LLC | 2,025 | $88.2K | 0.05% | +27+1.4% | Added |
| Mather Group, LLC. | 1,776 | $88.5K | 0.00% | +1,776 | New |
| Sentry Investment Management LLC | 2,102 | $92.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,120 | $92.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,237 | $97.4K | 0.00% | −256−10.3% | Reduced |
| Advisors Asset Management, Inc. | 2,238 | $97.4K | 0.00% | −612−21.5% | Reduced |
| Bullock Wealth Management Group | 2,426 | $104.0K | 0.07% | +2,426 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,395 | $104.3K | 0.07% | −439−15.5% | Reduced |
| First Manhattan Co | 2,425 | $105.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,359 | $106.6K | 0.00% | +1,485+169.9% | Added |
| SYSTM Wealth Solutions LLC | 2,526 | $111.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,700 | $117.6K | 0.03% | +2,700 | New |
| Quadrant Capital Group LLC | 2,721 | $118.6K | 0.01% | −237−8.0% | Reduced |
| Hanson & Doremus Investment Management | 2,727 | $119.0K | 0.02% | −911−25.0% | Reduced |
| Northwest & Ethical Investments L.P. | 3,114 | $135.6K | 0.00% | +3,114 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,357 | $146.2K | 0.01% | +1,507+81.5% | Added |
| GAMMA Investing LLC | 3,599 | $156.7K | 0.03% | −926−20.5% | Reduced |
| Duncker Streett & Co Inc | 3,620 | $157.6K | 0.03% | −196−5.1% | Reduced |
| Federated Hermes, Inc. | 3,665 | $159.6K | 0.00% | −939−20.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,756 | $163.6K | 0.06% | +3,756 | New |
| Lindbrook Capital, LLC | 3,847 | $167.5K | 0.02% | −34−0.9% | Reduced |
| Truvestments Capital LLC | 3,903 | $169.9K | 0.07% | −1,482−27.5% | Reduced |
| EntryPoint Capital, LLC | 4,222 | $183.8K | 0.16% | +4,222 | New |
| Principal Securities, Inc. | 4,317 | $188.0K | 0.01% | +153+3.7% | Added |
| Ameritas Investment Partners, Inc. | 4,471 | $194.7K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,598 | $200.2K | 0.08% | −315−6.4% | Reduced |
| Buckingham Strategic Partners | 4,614 | $200.9K | 0.01% | +4,614 | New |
| Warwick Investment Management, Inc. | 4,648 | $202.4K | 0.05% | −57−1.2% | Reduced |
| Custom Index Systems, LLC | 4,739 | $206.3K | 0.12% | +4,739 | New |
| Ellevest, Inc. | 4,800 | $209.0K | 0.01% | −2,697−36.0% | Reduced |
| West Oak Capital, LLC | 4,805 | $209.0K | 0.09% | +45+0.9% | Added |
| Prudential PLC | 4,819 | $209.8K | 0.00% | −10,830−69.2% | Reduced |
| American Assets Investment Management, LLC | 4,838 | $210.6K | 0.02% | +4,838 | New |
| Dynamic Technology Lab Private Ltd | 4,896 | $213.0K | 0.02% | +4,896 | New |
| Atria Wealth Solutions, Inc. | 4,846 | $213.2K | 0.00% | −68−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,946 | $215.4K | 0.00% | −551−10.0% | Reduced |
| Integrated Advisors Network LLC | 4,997 | $217.6K | 0.01% | +885+21.5% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $221.9K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,100 | $222.1K | 0.13% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,117 | $222.8K | 0.01% | −109−2.1% | Reduced |
| Central Trust Co | 5,168 | $225.0K | 0.01% | +18+0.3% | Added |
| Prelude Capital Management, LLC | 5,230 | $227.7K | 0.02% | +5,230 | New |
| Hilltop Wealth Advisors, LLC | 5,241 | $228.2K | 0.12% | +11+0.2% | Added |
| Bessemer Group Inc | 5,292 | $230.0K | 0.00% | +234+4.6% | Added |
| Empowered Funds, LLC | 5,388 | $234.6K | 0.00% | +1,082+25.1% | Added |