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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 5,400 | $235.1K | 0.01% | −227−4.0% | Reduced |
| Level Four Advisory Services, LLC | 4,760 | $237.2K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 5,594 | $243.5K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,553 | $244.3K | 0.03% | +38+0.7% | Added |
| NewEdge Wealth, LLC | 5,317 | $245.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,674 | $247.0K | 0.02% | +10.0% | Added |
| Simplicity Wealth,LLC | 5,741 | $250.0K | 0.01% | +5,741 | New |
| Bleakley Financial Group, LLC | 5,767 | $251.1K | 0.01% | −397−6.4% | Reduced |
| Horizon Investments, LLC | 5,855 | $254.9K | 0.01% | +148+2.6% | Added |
| Summit Place Financial Advisors, LLC | 5,900 | $256.9K | 0.15% | 00.0% | Unchanged |
| Inceptionr LLC | 5,955 | $259.3K | 0.07% | +5,955 | New |
| Grassi Investment Management | 6,000 | $261.0K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,996 | $261.1K | 0.10% | −4,668−43.8% | Reduced |
| Profund Advisors LLC | 6,071 | $264.3K | 0.01% | −1,097−15.3% | Reduced |
| Glenview Trust Co | 6,093 | $265.3K | 0.01% | −1,020−14.3% | Reduced |
| PGGM Investments | 6,098 | $266.0K | 0.00% | +6,098 | New |
| Hennion & Walsh Asset Management, Inc. | 6,163 | $268.3K | 0.01% | +1,108+21.9% | Added |
| Boston Private Wealth LLC | 6,165 | $268.4K | 0.01% | +127+2.1% | Added |
| Umb Bank N A | 6,224 | $271.0K | 0.00% | −1,494−19.4% | Reduced |
| Balboa Wealth Partners | 6,270 | $273.0K | 0.09% | −1,025−14.1% | Reduced |
| Glenmede Trust Co NA | 6,295 | $274.1K | 0.00% | −256−3.9% | Reduced |
| NorthRock Partners, LLC | 6,263 | $275.5K | 0.01% | +6,263 | New |
| Parcion Private Wealth LLC | 6,339 | $276.0K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 6,379 | $278.0K | 0.00% | −80−1.2% | Reduced |
| Roman Butler Fullerton & Co | 6,449 | $278.2K | 0.10% | −1,278−16.5% | Reduced |
| PEAK6 Investments LLC | 6,396 | $278.5K | 0.01% | −3,864−37.7% | Reduced |
| Harbour Trust & Investment Management Co | 6,433 | $280.1K | 0.04% | −1,286−16.7% | Reduced |
| Investment Management Corp of Ontario | 6,491 | $282.6K | 0.01% | −2,900−30.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,605 | $283.1K | 0.00% | +1,502+29.4% | Added |
| Two Sigma Securities, LLC | 6,593 | $287.1K | 0.01% | +6,593 | New |
| AXA S.A. | 6,595 | $287.1K | 0.00% | −78−1.2% | Reduced |
| Wesbanco Bank Inc | 6,758 | $294.2K | 0.01% | +6,758 | New |
| Jones Financial Companies LLLP | 6,872 | $299.2K | 0.00% | +4,748+223.5% | Added |
| V-Square Quantitative Management LLC | 6,877 | $299.4K | 0.05% | +1,626+31.0% | Added |
| Angeles Investment Advisors, LLC | 6,900 | $302.4K | 0.02% | +754+12.3% | Added |
| Ancora Advisors, LLC | 7,000 | $304.8K | 0.01% | +7,000 | New |
| Signaturefd, LLC | 7,114 | $309.7K | 0.01% | +310+4.6% | Added |
| Cypress Capital Group | 7,284 | $317.1K | 0.04% | +337+4.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,335 | $319.4K | 0.06% | +300+4.3% | Added |
| Hartline Investment Corp | 7,335 | $319.4K | 0.06% | +7,335 | New |
| CWM, LLC | 7,454 | $325.0K | 0.00% | −65−0.9% | Reduced |
| Morling Financial Advisors, LLC | 7,520 | $327.4K | 0.19% | −577−7.1% | Reduced |
| International Assets Investment Management, LLC | 7,649 | $327.8K | 0.03% | +2,997+64.4% | Added |
| Spirit of America Management Corp | 7,550 | $328.7K | 0.07% | +1,500+24.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,687 | $334.7K | 0.00% | −96−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 7,848 | $341.7K | 0.01% | +7,848 | New |
| Integrated Wealth Concepts LLC | 7,861 | $342.3K | 0.00% | +190+2.5% | Added |
| Whittier Trust Co | 7,865 | $342.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,870 | $342.7K | 0.00% | −3,669−31.8% | Reduced |
| Orion Portfolio Solutions, LLC | 7,870 | $342.7K | 0.00% | −3,669−31.8% | Reduced |
| Shell Asset Management Co | 7,013 | $359.0K | 0.02% | −7,879−52.9% | Reduced |
| Koshinski Asset Management, Inc. | 8,258 | $359.6K | 0.04% | −1,611−16.3% | Reduced |
| Mutual Advisors, LLC | 8,401 | $365.8K | 0.01% | +382+4.8% | Added |
| National Asset Management, Inc. | 8,810 | $375.1K | 0.01% | +2,539+40.5% | Added |
| Robertson Stephens Wealth Management, LLC | 8,536 | $375.5K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,682 | $378.0K | 0.01% | +8,682 | New |
| Man Group plc | 8,683 | $378.1K | 0.00% | +8,683 | New |
| Degroof Petercam Asset Management | 8,700 | $378.8K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,614 | $378.9K | 0.04% | −7,016−44.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 8,725 | $379.9K | 0.08% | −275−3.1% | Reduced |
| KCM Investment Advisors LLC | 8,769 | $381.8K | 0.01% | +385+4.6% | Added |
| Los Angeles Capital Management LLC | 8,791 | $382.8K | 0.00% | −93,780−91.4% | Reduced |
| Ballentine Partners, LLC | 8,820 | $384.0K | 0.01% | +484+5.8% | Added |
| Baird Financial Group, Inc. | 8,928 | $388.7K | 0.00% | −1,393−13.5% | Reduced |
| Mendota Financial Group, LLC | 9,066 | $394.7K | 0.23% | −195−2.1% | Reduced |
| Private Advisor Group, LLC | 9,074 | $395.1K | 0.00% | −665−6.8% | Reduced |
| NEOS Investment Management LLC | 9,196 | $400.4K | 0.02% | +3,663+66.2% | Added |
| Veriti Management LLC | 9,300 | $404.9K | 0.03% | +890+10.6% | Added |
| DF Dent & Co Inc | 9,445 | $411.2K | 0.01% | −1,876−16.6% | Reduced |
| Assenagon Asset Management S.A. | 9,611 | $418.5K | 0.00% | −439−4.4% | Reduced |
| Allworth Financial LP | 9,753 | $424.6K | 0.00% | −1,846−15.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,776 | $425.6K | 0.02% | +760+8.4% | Added |
| Atom Investors LP | 9,843 | $428.6K | 0.05% | +9,843 | New |
| Global Wealth Management Investment Advisory, Inc. | 9,856 | $429.1K | 0.11% | +363+3.8% | Added |
| Patten Group, Inc. | 10,018 | $436.2K | 0.11% | −2,589−20.5% | Reduced |
| HighPoint Advisor Group LLC | 9,203 | $438.0K | 0.03% | +183+2.0% | Added |
| Independent Advisor Alliance | 10,094 | $439.5K | 0.02% | −1,534−13.2% | Reduced |
| GeoWealth Management, LLC | 10,190 | $443.7K | 0.02% | +10,190 | New |
| Alberta Investment Management Corp | 10,300 | $448.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,319 | $449.3K | 0.13% | +231+2.3% | Added |
| Ieq Capital, LLC | 10,519 | $458.0K | 0.01% | +968+10.1% | Added |
| Stock Yards Bank & Trust Co | 10,635 | $463.0K | 0.02% | −250−2.3% | Reduced |
| Park Avenue Securities LLC | 10,649 | $464.0K | 0.01% | −747−6.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 10,725 | $467.0K | 0.04% | −2,968−21.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,787 | $469.7K | 0.02% | +203+1.9% | Added |
| United Services Automobile Association | 10,931 | $475.9K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,202 | $487.7K | 0.03% | −1,779−13.7% | Reduced |
| Fort Sheridan Advisors LLC | 11,246 | $489.7K | 0.09% | −1,902−14.5% | Reduced |
| Everence Capital Management Inc | 11,270 | $491.0K | 0.03% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 11,365 | $494.8K | 0.45% | +2,081+22.4% | Added |
| Teacher Retirement System of Texas | 11,395 | $496.0K | 0.00% | −61,538−84.4% | Reduced |
| Panagora Asset Management Inc | 11,472 | $499.5K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 11,727 | $510.6K | 0.00% | −833−6.6% | Reduced |
| Commerce Bank | 11,769 | $512.4K | 0.00% | +29+0.2% | Added |
| Capital Square, LLC | 11,814 | $514.4K | 0.36% | −305−2.5% | Reduced |
| Lake Street Financial LLC | 12,338 | $537.2K | 0.07% | −900−6.8% | Reduced |
| Davy Global Fund Management Ltd | 12,536 | $545.8K | 0.06% | +12,536 | New |
| Beacon Pointe Advisors, LLC | 12,566 | $547.1K | 0.01% | −1,072−7.9% | Reduced |
| Cornerstone Advisors, LLC | 12,600 | $548.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 12,768 | $555.9K | 0.01% | +32+0.3% | Added |