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 |
|---|---|---|---|---|---|
| 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 |
| Whittier Trust Co | 7,865 | $342.4K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,861 | $342.3K | 0.00% | +190+2.5% | Added |
| Capstone Investment Advisors, LLC | 7,848 | $341.7K | 0.01% | +7,848 | New |
| Envestnet Portfolio Solutions, Inc. | 7,687 | $334.7K | 0.00% | −96−1.2% | Reduced |
| Spirit of America Management Corp | 7,550 | $328.7K | 0.07% | +1,500+24.8% | Added |
| International Assets Investment Management, LLC | 7,649 | $327.8K | 0.03% | +2,997+64.4% | Added |
| Morling Financial Advisors, LLC | 7,520 | $327.4K | 0.19% | −577−7.1% | Reduced |
| CWM, LLC | 7,454 | $325.0K | 0.00% | −65−0.9% | Reduced |
| 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 |
| Cypress Capital Group | 7,284 | $317.1K | 0.04% | +337+4.9% | Added |
| Signaturefd, LLC | 7,114 | $309.7K | 0.01% | +310+4.6% | Added |
| Ancora Advisors, LLC | 7,000 | $304.8K | 0.01% | +7,000 | New |
| Angeles Investment Advisors, LLC | 6,900 | $302.4K | 0.02% | +754+12.3% | Added |
| V-Square Quantitative Management LLC | 6,877 | $299.4K | 0.05% | +1,626+31.0% | Added |
| Jones Financial Companies LLLP | 6,872 | $299.2K | 0.00% | +4,748+223.5% | Added |
| Wesbanco Bank Inc | 6,758 | $294.2K | 0.01% | +6,758 | New |
| AXA S.A. | 6,595 | $287.1K | 0.00% | −78−1.2% | Reduced |
| Two Sigma Securities, LLC | 6,593 | $287.1K | 0.01% | +6,593 | New |
| CIBC Private Wealth Group, LLC | 6,605 | $283.1K | 0.00% | +1,502+29.4% | Added |
| Investment Management Corp of Ontario | 6,491 | $282.6K | 0.01% | −2,900−30.9% | Reduced |
| Harbour Trust & Investment Management Co | 6,433 | $280.1K | 0.04% | −1,286−16.7% | Reduced |
| PEAK6 Investments LLC | 6,396 | $278.5K | 0.01% | −3,864−37.7% | Reduced |
| Roman Butler Fullerton & Co | 6,449 | $278.2K | 0.10% | −1,278−16.5% | Reduced |
| Colony Group, LLC | 6,379 | $278.0K | 0.00% | −80−1.2% | Reduced |
| Parcion Private Wealth LLC | 6,339 | $276.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,263 | $275.5K | 0.01% | +6,263 | New |
| Glenmede Trust Co NA | 6,295 | $274.1K | 0.00% | −256−3.9% | Reduced |
| Balboa Wealth Partners | 6,270 | $273.0K | 0.09% | −1,025−14.1% | Reduced |
| Umb Bank N A | 6,224 | $271.0K | 0.00% | −1,494−19.4% | Reduced |
| Boston Private Wealth LLC | 6,165 | $268.4K | 0.01% | +127+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,163 | $268.3K | 0.01% | +1,108+21.9% | Added |
| PGGM Investments | 6,098 | $266.0K | 0.00% | +6,098 | New |
| Glenview Trust Co | 6,093 | $265.3K | 0.01% | −1,020−14.3% | Reduced |
| Profund Advisors LLC | 6,071 | $264.3K | 0.01% | −1,097−15.3% | Reduced |
| Corton Capital Inc. | 5,996 | $261.1K | 0.10% | −4,668−43.8% | Reduced |
| Grassi Investment Management | 6,000 | $261.0K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 5,955 | $259.3K | 0.07% | +5,955 | New |
| Summit Place Financial Advisors, LLC | 5,900 | $256.9K | 0.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,855 | $254.9K | 0.01% | +148+2.6% | Added |
| Bleakley Financial Group, LLC | 5,767 | $251.1K | 0.01% | −397−6.4% | Reduced |
| Simplicity Wealth,LLC | 5,741 | $250.0K | 0.01% | +5,741 | New |
| North Star Investment Management Corp. | 5,674 | $247.0K | 0.02% | +10.0% | Added |
| NewEdge Wealth, LLC | 5,317 | $245.8K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,553 | $244.3K | 0.03% | +38+0.7% | Added |
| Vista Investment Management | 5,594 | $243.5K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,760 | $237.2K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,400 | $235.1K | 0.01% | −227−4.0% | Reduced |
| Empowered Funds, LLC | 5,388 | $234.6K | 0.00% | +1,082+25.1% | Added |
| Bessemer Group Inc | 5,292 | $230.0K | 0.00% | +234+4.6% | Added |
| Hilltop Wealth Advisors, LLC | 5,241 | $228.2K | 0.12% | +11+0.2% | Added |
| Prelude Capital Management, LLC | 5,230 | $227.7K | 0.02% | +5,230 | New |
| Central Trust Co | 5,168 | $225.0K | 0.01% | +18+0.3% | Added |
| Coldstream Capital Management Inc | 5,117 | $222.8K | 0.01% | −109−2.1% | Reduced |
| Cetera Trust Company, N.A | 5,100 | $222.1K | 0.13% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $221.9K | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,997 | $217.6K | 0.01% | +885+21.5% | Added |
| Stratos Wealth Partners, LTD. | 4,946 | $215.4K | 0.00% | −551−10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4,846 | $213.2K | 0.00% | −68−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,896 | $213.0K | 0.02% | +4,896 | New |
| American Assets Investment Management, LLC | 4,838 | $210.6K | 0.02% | +4,838 | New |
| Prudential PLC | 4,819 | $209.8K | 0.00% | −10,830−69.2% | Reduced |
| West Oak Capital, LLC | 4,805 | $209.0K | 0.09% | +45+0.9% | Added |
| Ellevest, Inc. | 4,800 | $209.0K | 0.01% | −2,697−36.0% | Reduced |
| Custom Index Systems, LLC | 4,739 | $206.3K | 0.12% | +4,739 | New |
| Warwick Investment Management, Inc. | 4,648 | $202.4K | 0.05% | −57−1.2% | Reduced |
| Buckingham Strategic Partners | 4,614 | $200.9K | 0.01% | +4,614 | New |
| Prudent Man Advisors, LLC | 4,598 | $200.2K | 0.08% | −315−6.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,471 | $194.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,317 | $188.0K | 0.01% | +153+3.7% | Added |
| EntryPoint Capital, LLC | 4,222 | $183.8K | 0.16% | +4,222 | New |
| Truvestments Capital LLC | 3,903 | $169.9K | 0.07% | −1,482−27.5% | Reduced |
| Lindbrook Capital, LLC | 3,847 | $167.5K | 0.02% | −34−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,756 | $163.6K | 0.06% | +3,756 | New |
| Federated Hermes, Inc. | 3,665 | $159.6K | 0.00% | −939−20.4% | Reduced |
| Duncker Streett & Co Inc | 3,620 | $157.6K | 0.03% | −196−5.1% | Reduced |
| GAMMA Investing LLC | 3,599 | $156.7K | 0.03% | −926−20.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,357 | $146.2K | 0.01% | +1,507+81.5% | Added |
| Northwest & Ethical Investments L.P. | 3,114 | $135.6K | 0.00% | +3,114 | New |
| Hanson & Doremus Investment Management | 2,727 | $119.0K | 0.02% | −911−25.0% | Reduced |
| Quadrant Capital Group LLC | 2,721 | $118.6K | 0.01% | −237−8.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,700 | $117.6K | 0.03% | +2,700 | New |
| SYSTM Wealth Solutions LLC | 2,526 | $111.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,359 | $106.6K | 0.00% | +1,485+169.9% | Added |
| First Manhattan Co | 2,425 | $105.6K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,395 | $104.3K | 0.07% | −439−15.5% | Reduced |
| Bullock Wealth Management Group | 2,426 | $104.0K | 0.07% | +2,426 | New |
| Advisors Asset Management, Inc. | 2,238 | $97.4K | 0.00% | −612−21.5% | Reduced |
| Parallel Advisors, LLC | 2,237 | $97.4K | 0.00% | −256−10.3% | Reduced |
| Caldwell Trust Co | 2,120 | $92.3K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,102 | $92.0K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,776 | $88.5K | 0.00% | +1,776 | New |
| Castleview Partners, LLC | 2,025 | $88.2K | 0.05% | +27+1.4% | Added |
| Tompkins Financial Corp | 2,000 | $87.1K | 0.01% | +2,000 | New |
| AlphaMark Advisors, LLC | 2,000 | $87.0K | 0.03% | +2,000 | New |
| Parkside Financial Bank & Trust | 1,990 | $86.6K | 0.01% | −471−19.1% | Reduced |
| Global Retirement Partners, LLC | 1,966 | $85.6K | 0.00% | +12+0.6% | Added |
| ICA Group Wealth Management, LLC | 1,938 | $84.4K | 0.02% | +1+0.1% | Added |