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Livermore
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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, 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.

Institutional holdersQ1 2024: 651 institutions
Q1 2021: 633 institutionsQ2 2021: 648 institutionsQ3 2021: 630 institutionsQ4 2021: 635 institutionsQ1 2022: 660 institutionsQ2 2022: 647 institutionsQ3 2022: 614 institutionsQ4 2022: 625 institutionsQ1 2023: 620 institutionsQ2 2023: 632 institutionsQ3 2023: 613 institutionsQ4 2023: 661 institutionsQ1 2024: 651 institutionsQ2 2024: 696 institutionsQ3 2024: 726 institutionsQ4 2024: 761 institutionsQ1 2025: 807 institutionsQ2 2025: 799 institutionsQ3 2025: 826 institutionsQ4 2025: 929 institutionsQ1 2026: 933 institutionsQ2 2026: 955 institutions
Value heldQ1 2024: $16.6B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $20.7BQ4 2021: $19.3BQ1 2022: $23.1BQ2 2022: $19.2BQ3 2022: $14.9BQ4 2022: $17.2BQ1 2023: $16.3BQ2 2023: $18.0BQ3 2023: $16.0BQ4 2023: $18.9BQ1 2024: $16.6BQ2 2024: $19.8BQ3 2024: $25.6BQ4 2024: $24.8BQ1 2025: $30.1BQ2 2025: $28.2BQ3 2025: $31.5BQ4 2025: $37.7BQ1 2026: $40.7BQ2 2026: $46.4B
Institutions holding VTR and their total value by quarter
QuarterHoldersValue
Q2 2026955$46.4B
Q1 2026933$40.7B
Q4 2025929$37.7B
Q3 2025826$31.5B
Q2 2025799$28.2B
Q1 2025807$30.1B
Q4 2024761$24.8B
Q3 2024726$25.6B
Q2 2024696$19.8B
Q1 2024651$16.6B
Q4 2023661$18.9B
Q3 2023613$16.0B
Q2 2023632$18.0B
Q1 2023620$16.3B
Q4 2022625$17.2B
Q3 2022614$14.9B
Q2 2022647$19.2B
Q1 2022660$23.1B
Q4 2021635$19.3B
Q3 2021630$20.7B
Q2 2021648$20.1B
Q1 2021633$18.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q4 2023.

Institutions holding VTR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FinTrust Capital Advisors, LLC83$3.61K0.00%00.0%Unchanged
Raffa Wealth Management, LLC79$3.44K0.00%00.0%Unchanged
Bokf, NA77$3.30K0.00%−29−27.4%Reduced
Salomon & Ludwin, LLC74$3.22K0.00%00.0%Unchanged
Fortitude Family Office, LLC72$3.13K0.00%+54+300.0%Added
West Paces Advisors Inc.71$3.09K0.00%00.0%Unchanged
Valley National Advisers Inc75$3.00K0.00%−15−16.7%Reduced
Abound Wealth Management66$2.88K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC64$2.82K0.00%−18−22.0%Reduced
Delos Wealth Advisors, LLC63$2.74K0.00%+63New
Washington Trust Co63$2.73K0.00%+1+1.6%Added
Householder Group Estate & Retirement Specialist, LLC58$2.53K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC55$2.42K0.00%00.0%Unchanged
Sofos Investments, Inc.52$2.39K0.00%+32+160.0%Added
Bell Investment Advisors, Inc52$2.27K0.00%00.0%Unchanged
GW&K Investment Management, LLC40$2.00K0.00%+7+21.2%Added
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC39$2.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC45$1.96K0.00%+45New
RFP Financial Group LLC41$1.78K0.00%+41New
Private Ocean, LLC40$1.74K0.00%00.0%Unchanged
Venturi Wealth Management, LLC38$1.66K0.00%−8−17.4%Reduced
Investors Research Corp36$1.57K0.00%00.0%Unchanged
Tidemark, LLC35$1.52K0.00%00.0%Unchanged
Raleigh Capital Management Inc.35$1.52K0.00%+15+75.0%Added
Westend Capital Management, LLC34$1.48K0.00%+34New
Sunbelt Securities, Inc.33$1.42K0.00%+33New
Atlantic Edge Private Wealth Management, LLC31$1.35K0.00%00.0%Unchanged
Dunhill Financial, LLC29$1.26K0.00%+5+20.8%Added
Kayne Anderson Rudnick Investment Management LLC26$1.13K0.00%−2−7.1%Reduced
Anfield Capital Management, LLC25$1.09K0.00%+25New
Financial Management Professionals, Inc.19$1.00K0.00%00.0%Unchanged
Kelly Financial Services LLC23$9900.00%00.0%Unchanged
MCF Advisors LLC22$9610.00%+6+37.5%Added
Newbridge Financial Services Group, Inc.22$9580.00%−78−78.0%Reduced
TFC Financial Management21$9150.00%+6+40.0%Added
HighMark Wealth Management LLC20$8920.00%00.0%Unchanged
Quent Capital, LLC18$7840.00%00.0%Unchanged
Highlander Capital Management, LLC17$7400.00%−12−41.4%Reduced
Opal Wealth Advisors, LLC14$6100.00%+14New
Highline Wealth Partners LLC8$3480.00%00.0%Unchanged
Johnson Financial Group, Inc.7$3080.00%00.0%Unchanged
Aspect Partners, LLC7$3050.00%−8−53.3%Reduced
Estabrook Capital Management7$3050.00%00.0%Unchanged
Versant Capital Management, Inc7$3050.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$3050.00%00.0%Unchanged
Valued Wealth Advisors LLC6$2640.00%00.0%Unchanged
Hexagon Capital Partners LLC6$2610.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$2180.00%−15−75.0%Reduced
Dogwood Wealth Management LLC0$10.00%0Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Weiss Multi-Strategy Advisers LLC0$00.00%−1,538,579−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−1,022,612−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−808,863−100.0%Sold out
Gillson Capital LP0$00.00%−583,143−100.0%Sold out
Zimmer Partners, LP0$00.00%−570,000−100.0%Sold out
GSI Capital Advisors LLC0$00.00%−159,815−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−125,698−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−99,093−100.0%Sold out
Marex Group plc0$00.00%−95,000−100.0%Sold out
Capital Fund Management S.A.0$00.00%−90,422−100.0%Sold out
HGI Capital Management, LLC0$00.00%−87,209−100.0%Sold out
Nomura Holdings Inc0$00.00%−71,427−100.0%Sold out
Bamco Inc0$00.00%−62,893−100.0%Sold out
Pictet & Cie (Europe) SA0$00.00%−57,776−100.0%Sold out
Caption Management, LLC0$00.00%−50,000−100.0%Sold out
South Dakota Investment Council0$00.00%−45,244−100.0%Sold out
Lincluden Management Ltd0$00.00%−43,530−100.0%Sold out
Perpetual Ltd0$00.00%−43,250−100.0%Sold out
Cipher Capital LP0$00.00%−33,538−100.0%Sold out
Nicola Wealth Management Ltd.0$00.00%−24,000−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−28,176−100.0%Sold out
AE Wealth Management LLC0$00.00%−20,422−100.0%Sold out
Chelsea Counsel Co0$00.00%−18,200−100.0%Sold out
Phocas Financial Corp.0$00.00%−16,539−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−11,452−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−11,340−100.0%Sold out
UBS Oconnor LLC0$00.00%−10,400−100.0%Sold out
FJ Investments, LLC0$00.00%−8,652−100.0%Sold out
Wolverine Trading, LLC0$00.00%−8,215−100.0%Sold out
Walleye Trading LLC0$00.00%−7,949−100.0%Sold out
NWF Advisory Services Inc.0$00.00%−7,044−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−6,172−100.0%Sold out
Pasadena Private Wealth, LLC0$00.00%−6,155−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−6,062−100.0%Sold out
Financial Advocates Investment Management0$00.00%−5,852−100.0%Sold out
Cetera Advisors LLC0$00.00%−5,661−100.0%Sold out
Stephens Inc0$00.00%−5,637−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−5,487−100.0%Sold out
Lazard Asset Management LLC0$00.00%−5,298−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−5,153−100.0%Sold out
Davenport & Co LLC0$00.00%−4,973−100.0%Sold out
Change Path, LLC0$00.00%−4,749−100.0%Sold out
Oracle Alpha Inc.0$00.00%−4,665−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−4,560−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−4,518−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−4,517−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−4,524−100.0%Sold out
Clarius Group, LLC0$00.00%−4,477−100.0%Sold out
Garrett Wealth Advisory Group, LLC0$00.00%−4,401−100.0%Sold out