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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 350 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 353 | $18.1K | 0.02% | +353 | New |
| Wiser Advisor Group LLC | 371 | $19.0K | 0.03% | +5+1.4% | Added |
| Bellevue Asset Management, LLC | 375 | $19.2K | 0.01% | −225−37.5% | Reduced |
| Prestige Wealth Management Group LLC | 391 | $20.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 392 | $20.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 442 | $23.0K | 0.00% | −7−1.6% | Reduced |
| First Community Trust NA | 479 | $24.6K | 0.02% | +479 | New |
| Jamison Private Wealth Management, Inc. | 495 | $25.4K | 0.00% | +2+0.4% | Added |
| Bruce G. Allen Investments, LLC | 498 | $25.5K | 0.02% | +22+4.6% | Added |
| Colonial Trust Advisors | 500 | $25.6K | 0.00% | −11−2.2% | Reduced |
| Clearstead Advisors, LLC | 507 | $26.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $26.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 524 | $26.7K | 0.00% | +524 | New |
| Private Trust Co NA | 523 | $26.8K | 0.00% | −398−43.2% | Reduced |
| IFP Advisors, Inc | 563 | $28.9K | 0.00% | +63+12.6% | Added |
| JNBA Financial Advisors | 573 | $29.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 577 | $29.6K | 0.00% | +16+2.9% | Added |
| Sound Income Strategies, LLC | 581 | $29.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 642 | $32.9K | 0.00% | +135+26.6% | Added |
| EverSource Wealth Advisors, LLC | 607 | $33.0K | 0.00% | +104+20.7% | Added |
| Smartleaf Asset Management LLC | 661 | $33.6K | 0.01% | +105+18.9% | Added |
| McIlrath & Eck, LLC | 657 | $33.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 667 | $34.2K | 0.01% | +60+9.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 680 | $34.9K | 0.00% | −800−54.1% | Reduced |
| First Financial Corp | 686 | $35.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 764 | $39.2K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 765 | $39.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 788 | $40.4K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 799 | $41.0K | 0.03% | +799 | New |
| GPS Wealth Strategies Group, LLC | 817 | $41.9K | 0.01% | +2+0.2% | Added |
| Dynamic Wealth Strategies, LLC | 812 | $42.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 822 | $42.1K | 0.00% | −307−27.2% | Reduced |
| Redwood Wealth Management Group, LLC | 849 | $43.5K | 0.03% | +849 | New |
| Harbor Investment Advisory, LLC | 888 | $45.5K | 0.00% | +3+0.3% | Added |
| Creative Financial Designs Inc | 899 | $46.1K | 0.00% | −34−3.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 936 | $48.0K | 0.01% | +99+11.8% | Added |
| Geneos Wealth Management Inc. | 949 | $48.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $49.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 986 | $50.5K | 0.00% | +27+2.8% | Added |
| Friedenthal Financial | 995 | $51.0K | 0.03% | +995 | New |
| Logan Capital Management Inc | 1,000 | $51.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,052 | $53.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,034 | $53.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,128 | $57.8K | 0.00% | +176+18.5% | Added |
| Avion Wealth | 1,177 | $60.0K | 0.02% | +11+0.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,181 | $60.5K | 0.02% | +1,181 | New |
| Harbour Investments, Inc. | 1,222 | $62.6K | 0.00% | −11−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1,243 | $63.7K | 0.01% | +13+1.1% | Added |
| Bank of New Hampshire | 1,250 | $64.1K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,262 | $64.7K | 0.04% | +1,262 | New |
| Spire Wealth Management | 1,282 | $65.7K | 0.00% | −33−2.5% | Reduced |
| Moser Wealth Advisors, LLC | 1,305 | $66.9K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,558 | $67.8K | 0.00% | −218−12.3% | Reduced |
| Parkside Financial Bank & Trust | 1,439 | $73.8K | 0.01% | −551−27.7% | Reduced |
| WFA of San Diego, LLC | 1,470 | $75.4K | 0.07% | +1,470 | New |
| Alta Advisers Ltd | 1,500 | $76.9K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,597 | $81.9K | 0.00% | −369−18.8% | Reduced |
| Massmutual Trust Co FSB | 1,629 | $83.5K | 0.00% | −307−15.9% | Reduced |
| CoreCap Advisors, LLC | 1,699 | $87.1K | 0.01% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,701 | $87.2K | 0.00% | +440+34.9% | Added |
| Sentry Investment Management LLC | 1,745 | $89.0K | 0.04% | −357−17.0% | Reduced |
| Laffer Tengler Investments | 1,778 | $91.1K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,812 | $92.9K | 0.00% | +17+0.9% | Added |
| Farther Finance Advisors, LLC | 1,870 | $95.2K | 0.00% | +280+17.6% | Added |
| Harvest Fund Management Co., Ltd | 1,869 | $96.0K | 0.01% | +1,869 | New |
| Ancora Advisors, LLC | 2,000 | $102.5K | 0.00% | −5,000−71.4% | Reduced |
| Tompkins Financial Corp | 2,000 | $102.5K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,041 | $104.6K | 0.06% | −354−14.8% | Reduced |
| Caldwell Trust Co | 2,120 | $108.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,169 | $111.2K | 0.00% | −1,188−35.4% | Reduced |
| Umb Bank N A | 2,180 | $111.7K | 0.00% | −4,044−65.0% | Reduced |
| Motco | 2,203 | $112.9K | 0.01% | +408+22.7% | Added |
| Advisors Asset Management, Inc. | 2,242 | $114.9K | 0.00% | +4+0.2% | Added |
| Hanson & Doremus Investment Management | 2,330 | $119.0K | 0.02% | −397−14.6% | Reduced |
| Bullock Wealth Management Group | 2,444 | $124.4K | 0.08% | +18+0.7% | Added |
| Ronald Blue Trust, Inc. | 2,905 | $126.5K | 0.00% | +1,566+117.0% | Added |
| Allworth Financial LP | 2,402 | $128.0K | 0.00% | −7,351−75.4% | Reduced |
| SYSTM Wealth Solutions LLC | 2,526 | $129.5K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,599 | $133.2K | 0.01% | −5,050−66.0% | Reduced |
| Quarry LP | 2,697 | $138.2K | 0.06% | +2,166+407.9% | Added |
| Parallel Advisors, LLC | 2,707 | $138.8K | 0.00% | +470+21.0% | Added |
| Virtus Investment Advisers, Inc. | 2,900 | $148.7K | 0.13% | +2,900 | New |
| Quadrant Capital Group LLC | 3,002 | $153.9K | 0.01% | +281+10.3% | Added |
| Gilliland Jeter Wealth Management LLC | 3,323 | $170.4K | 0.06% | −433−11.5% | Reduced |
| Castleview Partners, LLC | 3,364 | $172.4K | 0.10% | +1,339+66.1% | Added |
| Duncker Streett & Co Inc | 3,500 | $179.4K | 0.03% | −120−3.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,828 | $196.2K | 0.01% | +3,828 | New |
| Change Path, LLC | 3,923 | $201.0K | 0.01% | +3,923 | New |
| NJ State Employees Deferred Compensation Plan | 3,933 | $201.6K | 0.03% | +3,933 | New |
| Schechter Investment Advisors, LLC | 3,936 | $201.8K | 0.02% | +3,936 | New |
| Weybosset Research & Management LLC | 3,950 | $202.0K | 0.08% | +3,950 | New |
| Boothbay Fund Management, LLC | 3,947 | $202.3K | 0.01% | +3,947 | New |
| Snowden Capital Advisors LLC | 3,962 | $203.1K | 0.01% | +3,962 | New |
| Pitcairn Co | 3,966 | $203.3K | 0.01% | +3,966 | New |
| Planned Solutions, Inc. | 3,977 | $203.9K | 0.10% | +3,977 | New |
| West Family Investments, Inc. | 4,013 | $205.7K | 0.06% | +4,013 | New |
| Atria Wealth Solutions, Inc. | 4,037 | $206.9K | 0.00% | −809−16.7% | Reduced |
| Harbour Trust & Investment Management Co | 4,038 | $207.0K | 0.02% | −2,395−37.2% | Reduced |
| Diversified Trust Co | 4,039 | $207.0K | 0.01% | +4,039 | New |