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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; 956 institutions reported holding it in 13F filings for Q2 2026, worth $46.4B in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Ventas, Inc. as of Jun 30, 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
696
+52 vs. Q1 2024
Shares held
387.3M
+8.55M (+2.3%) vs. Q1 2024
Total value
$19.8B
+$3.28B (+19.9%) vs. Q1 2024
New holders
112
247 more added
Sold out
60
233 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 696 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: 762 institutionsQ1 2025: 808 institutionsQ2 2025: 800 institutionsQ3 2025: 827 institutionsQ4 2025: 930 institutionsQ1 2026: 934 institutionsQ2 2026: 956 institutions
Value heldQ2 2024: $19.8B
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 2026956$46.4B
Q1 2026934$40.7B
Q4 2025930$37.7B
Q3 2025827$31.5B
Q2 2025800$28.2B
Q1 2025808$30.1B
Q4 2024762$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, Q2 2024

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2024.

Institutions holding VTR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Adelante Capital Management LLC605,296$00.00%−181,626−23.1%Reduced
Davis Selected Advisers285,660$00.00%−250−0.1%Reduced
Dogwood Wealth Management LLC0$20.00%0Unchanged
TD Waterhouse Canada Inc.1$510.00%+1New
JFS Wealth Advisors, LLC1$520.00%−4−80.0%Reduced
Valued Wealth Advisors LLC6$3080.00%00.0%Unchanged
Hexagon Capital Partners LLC6$3080.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc7$3580.00%+7New
Estabrook Capital Management7$3590.00%00.0%Unchanged
Versant Capital Management, Inc7$3590.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$3590.00%00.0%Unchanged
Highline Wealth Partners LLC8$4100.00%00.0%Unchanged
Aspect Partners, LLC9$4610.00%+2+28.6%Added
NVWM, LLC10$5130.00%+10New
Opal Wealth Advisors, LLC14$7180.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC15$7690.00%−11−42.3%Reduced
Ruedi Wealth Management, Inc.16$8200.00%+16New
Financial Management Professionals, Inc.29$1.00K0.00%+10+52.6%Added
Strengthening Families & Communities, LLC11$1.00K0.00%+11New
Sofos Investments, Inc.20$1.02K0.00%−32−61.5%Reduced
HighMark Wealth Management LLC20$1.05K0.00%00.0%Unchanged
MCF Advisors LLC22$1.13K0.00%00.0%Unchanged
Kelly Financial Services LLC23$1.18K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC24$1.23K0.00%+24New
ICA Group Wealth Management, LLC25$1.28K0.00%−1,913−98.7%Reduced
Brown Brothers Harriman & Co29$1.49K0.00%+29New
Dunhill Financial, LLC30$1.53K0.00%+1+3.4%Added
Atlantic Edge Private Wealth Management, LLC31$1.59K0.00%00.0%Unchanged
Quent Capital, LLC32$1.64K0.00%+14+77.8%Added
Venturi Wealth Management, LLC32$1.64K0.00%−6−15.8%Reduced
Sunbelt Securities, Inc.33$1.69K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.39$1.70K0.00%+39New
TFC Financial Management34$1.74K0.00%+13+61.9%Added
Investors Research Corp36$1.84K0.00%00.0%Unchanged
Fairway Wealth LLC36$1.84K0.00%+36New
Householder Group Estate & Retirement Specialist, LLC58$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC39$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.44$2.27K0.00%+22+100.0%Added
RFP Financial Group LLC45$2.31K0.00%+4+9.8%Added
South State Corp.45$2.31K0.00%+45New
Robinswood Financial LLC50$2.56K0.00%+50New
Bell Investment Advisors, Inc52$2.67K0.00%00.0%Unchanged
Raleigh Capital Management Inc.55$2.82K0.00%+20+57.1%Added
Concord Wealth Partners56$2.87K0.00%+56New
GW&K Investment Management, LLC56$3.00K0.00%+16+40.0%Added
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC73$3.18K0.00%+73New
Delos Wealth Advisors, LLC63$3.23K0.00%00.0%Unchanged
Anfield Capital Management, LLC64$3.28K0.00%+39+156.0%Added
Abound Wealth Management66$3.39K0.00%00.0%Unchanged
AdvisorNet Financial, Inc71$3.64K0.00%−332−82.4%Reduced
Salomon & Ludwin, LLC74$3.79K0.00%00.0%Unchanged
CNB Bank75$3.85K0.00%+75New
Bokf, NA77$3.95K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc78$4.00K0.00%00.0%Unchanged
Valley National Advisers Inc95$4.00K0.00%+20+26.7%Added
Raffa Wealth Management, LLC79$4.05K0.00%00.0%Unchanged
Fortitude Family Office, LLC79$4.05K0.00%+7+9.7%Added
FinTrust Capital Advisors, LLC83$4.25K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC83$4.25K0.00%+19+29.7%Added
Stephens Consulting, LLC90$4.61K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.92$4.72K0.00%+92New
Exchange Traded Concepts, LLC93$4.77K0.00%−92−49.7%Reduced
Plante Moran Financial Advisors, LLC99$5.09K0.00%00.0%Unchanged
Gradient Investments LLC100$5.13K0.00%00.0%Unchanged
Red Tortoise LLC100$5.13K0.00%00.0%Unchanged
Cornerstone Planning Group LLC95$5.28K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC103$5.28K0.00%+103New
Washington Trust Co104$5.34K0.00%+41+65.1%Added
Private Wealth Management Group, LLC117$6.00K0.00%+9+8.3%Added
TSFG, LLC109$6.00K0.00%00.0%Unchanged
JJJ Advisors Inc.121$6.20K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.123$6.30K0.00%−46−27.2%Reduced
Caldwell Sutter Capital, Inc.124$6.36K0.00%00.0%Unchanged
Key Financial Inc129$6.61K0.00%00.0%Unchanged
Hantz Financial Services, Inc.136$7.00K0.00%00.0%Unchanged
Park Place Capital Corp146$7.48K0.00%00.0%Unchanged
Proequities, Inc.153$7.84K0.00%+56+57.7%Added
Zions Bancorporation, N.A.156$8.00K0.00%−28−15.2%Reduced
Addison Advisors LLC163$8.35K0.00%00.0%Unchanged
EntryPoint Capital, LLC163$8.36K0.00%−4,059−96.1%Reduced
Gen-Wealth Partners Inc168$8.61K0.00%00.0%Unchanged
Sachetta, LLC180$9.88K0.00%−4−2.2%Reduced
Citizens National Bank Trust Department194$9.94K0.00%00.0%Unchanged
iA Global Asset Management Inc.199$10.0K0.00%+199New
Continuum Advisory, LLC207$10.6K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC221$11.0K0.00%+71+47.3%Added
Hilltop National Bank218$11.2K0.00%00.0%Unchanged
Meeder Asset Management Inc218$11.2K0.00%+218New
Syntax Research, Inc.230$11.8K0.01%00.0%Unchanged
PFS Partners, LLC231$11.8K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.259$13.3K0.01%00.0%Unchanged
West Paces Advisors Inc.263$13.5K0.00%+192+270.4%Added
Farmers & Merchants Investments Inc270$13.8K0.00%00.0%Unchanged
Optimum Investment Advisors271$13.9K0.01%+3+1.1%Added
Sittner & Nelson, LLC300$15.4K0.01%00.0%Unchanged
Silvant Capital Management LLC310$15.9K0.00%00.0%Unchanged
CVA Family Office, LLC320$16.4K0.00%+10+3.2%Added
HBC Financial Services, PLLC323$17.0K0.01%+1+0.3%Added
Covestor Ltd325$17.0K0.01%−6−1.8%Reduced