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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 4,039 | $207.1K | 0.00% | +4,039 | New |
| Ingalls & Snyder LLC | 4,106 | $210.0K | 0.01% | +4,106 | New |
| J.W. Cole Advisors, Inc. | 4,097 | $210.0K | 0.01% | +4,097 | New |
| Coppell Advisory Solutions LLC | 4,116 | $211.0K | 0.03% | +4,116 | New |
| Lindbrook Capital, LLC | 4,153 | $212.9K | 0.02% | +306+8.0% | Added |
| Garrett Wealth Advisory Group, LLC | 4,156 | $213.0K | 0.08% | +4,156 | New |
| Principal Securities, Inc. | 4,162 | $213.3K | 0.01% | −155−3.6% | Reduced |
| Raymond James Trust N.A. | 4,188 | $214.7K | 0.01% | +4,188 | New |
| Cigna Investments Inc | 4,195 | $215.0K | 0.04% | +4,195 | New |
| Personal Cfo Solutions, LLC | 4,203 | $215.5K | 0.03% | +4,203 | New |
| Stratos Wealth Partners, LTD. | 4,249 | $217.8K | 0.00% | −697−14.1% | Reduced |
| Morningstar Investment Management LLC | 4,258 | $218.0K | 0.02% | +4,258 | New |
| Ameritas Investment Partners, Inc. | 4,260 | $218.4K | 0.01% | −211−4.7% | Reduced |
| Brown Advisory Inc | 4,275 | $219.2K | 0.00% | +4,275 | New |
| True North Advisors, LLC | 4,300 | $220.4K | 0.06% | +4,300 | New |
| Siemens Fonds Invest GmbH | 4,335 | $222.2K | 0.02% | +4,335 | New |
| Sequoia Financial Advisors, LLC | 4,358 | $223.4K | 0.00% | +4,358 | New |
| Pasadena Private Wealth, LLC | 4,379 | $224.5K | 0.05% | +4,379 | New |
| Stephens Inc | 4,381 | $224.6K | 0.00% | +4,381 | New |
| IHT Wealth Management, LLC | 4,433 | $228.9K | 0.01% | −967−17.9% | Reduced |
| Camden Capital, LLC | 4,491 | $230.2K | 0.02% | +4,491 | New |
| Northwest & Ethical Investments L.P. | 4,514 | $231.4K | 0.01% | +1,400+45.0% | Added |
| Blackhawk Capital Partners LLC. | 4,599 | $235.7K | 0.14% | +4,599 | New |
| Camelot Portfolios, LLC | 4,648 | $238.2K | 0.13% | +4,648 | New |
| Farmers Trust Co | 4,712 | $241.5K | 0.05% | −46,699−90.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,772 | $244.6K | 0.00% | +4,772 | New |
| West Oak Capital, LLC | 4,805 | $246.3K | 0.10% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,851 | $248.7K | 0.09% | +253+5.5% | Added |
| National Asset Management, Inc. | 4,939 | $253.2K | 0.01% | −3,871−43.9% | Reduced |
| Central Trust Co | 4,986 | $255.6K | 0.01% | −182−3.5% | Reduced |
| Mendota Financial Group, LLC | 5,052 | $259.0K | 0.14% | −4,014−44.3% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $261.2K | 0.07% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,100 | $261.4K | 0.16% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,105 | $261.7K | 0.02% | −5,620−52.4% | Reduced |
| Boston Private Wealth LLC | 5,142 | $263.6K | 0.01% | −1,023−16.6% | Reduced |
| NewEdge Wealth, LLC | 5,182 | $265.6K | 0.01% | −135−2.5% | Reduced |
| Hilltop Wealth Advisors, LLC | 5,230 | $268.1K | 0.13% | −11−0.2% | Reduced |
| Integrated Advisors Network LLC | 5,232 | $268.2K | 0.01% | +235+4.7% | Added |
| Ellevest, Inc. | 5,259 | $269.6K | 0.02% | +459+9.6% | Added |
| Warwick Investment Management, Inc. | 5,264 | $269.8K | 0.06% | +616+13.3% | Added |
| Balboa Wealth Partners | 5,270 | $270.1K | 0.07% | −1,000−15.9% | Reduced |
| Roman Butler Fullerton & Co | 5,202 | $271.1K | 0.09% | −1,247−19.3% | Reduced |
| Custom Index Systems, LLC | 5,340 | $273.7K | 0.16% | +601+12.7% | Added |
| Qube Research & Technologies Ltd | 5,400 | $276.8K | 0.00% | −190,019−97.2% | Reduced |
| Bleakley Financial Group, LLC | 5,436 | $278.7K | 0.01% | −331−5.7% | Reduced |
| Simplicity Wealth,LLC | 5,436 | $278.7K | 0.01% | −305−5.3% | Reduced |
| Assenagon Asset Management S.A. | 5,444 | $279.1K | 0.00% | −4,167−43.4% | Reduced |
| Buckingham Strategic Partners | 5,444 | $279.1K | 0.01% | +830+18.0% | Added |
| Vista Investment Management | 5,554 | $284.7K | 0.12% | −40−0.7% | Reduced |
| Coldstream Capital Management Inc | 5,569 | $285.5K | 0.01% | +452+8.8% | Added |
| V-Square Quantitative Management LLC | 5,615 | $287.8K | 0.05% | −1,262−18.4% | Reduced |
| North Star Investment Management Corp. | 5,674 | $290.8K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 5,857 | $300.2K | 0.00% | +5,857 | New |
| Horizon Investments, LLC | 5,930 | $301.3K | 0.01% | +75+1.3% | Added |
| Summit Place Financial Advisors, LLC | 5,900 | $302.4K | 0.18% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,007 | $307.9K | 0.02% | −156−2.5% | Reduced |
| Grassi Investment Management | 6,000 | $308.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,041 | $309.7K | 0.00% | +3,682+156.1% | Added |
| Glenview Trust Co | 6,093 | $312.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,182 | $316.0K | 0.00% | +6,182 | New |
| Empowered Funds, LLC | 6,292 | $319.7K | 0.01% | +904+16.8% | Added |
| Profund Advisors LLC | 6,270 | $321.4K | 0.01% | +199+3.3% | Added |
| Bessemer Group Inc | 6,366 | $325.0K | 0.00% | +1,074+20.3% | Added |
| Parcion Private Wealth LLC | 6,343 | $325.1K | 0.03% | +4+0.1% | Added |
| NorthRock Partners, LLC | 6,397 | $327.9K | 0.01% | +134+2.1% | Added |
| GAMMA Investing LLC | 6,443 | $330.3K | 0.05% | +2,844+79.0% | Added |
| FJ Capital Management LLC | 6,521 | $334.3K | 0.03% | +6,521 | New |
| Colony Group, LLC | 6,539 | $335.0K | 0.00% | +160+2.5% | Added |
| XTX Topco Ltd | 6,597 | $338.2K | 0.03% | +6,597 | New |
| AXA S.A. | 6,680 | $342.4K | 0.00% | +85+1.3% | Added |
| Integrated Wealth Concepts LLC | 6,695 | $343.2K | 0.00% | −1,166−14.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,750 | $346.0K | 0.07% | −1,975−22.6% | Reduced |
| Wesbanco Bank Inc | 6,775 | $347.3K | 0.01% | +17+0.3% | Added |
| HighPoint Advisor Group LLC | 6,387 | $350.0K | 0.02% | −2,816−30.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,963 | $356.9K | 0.00% | −724−9.4% | Reduced |
| Cypress Capital Group | 6,968 | $357.2K | 0.04% | −316−4.3% | Reduced |
| CIBC Private Wealth Group, LLC | 6,898 | $357.9K | 0.00% | +293+4.4% | Added |
| Essex Financial Services, Inc. | 6,109 | $360.4K | 0.03% | +6,109 | New |
| Carmel Capital Partners, LLC | 7,111 | $364.5K | 0.15% | +7,111 | New |
| Capstone Investment Advisors, LLC | 7,148 | $366.4K | 0.01% | −700−8.9% | Reduced |
| Walleye Trading LLC | 7,220 | $370.1K | 0.01% | +7,220 | New |
| Glenmede Trust Co NA | 7,315 | $375.0K | 0.00% | +1,020+16.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,335 | $376.0K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,524 | $382.7K | 0.01% | +7,524 | New |
| Federated Hermes, Inc. | 7,678 | $393.6K | 0.00% | +4,013+109.5% | Added |
| Teacher Retirement System of Texas | 7,823 | $401.0K | 0.00% | −3,572−31.3% | Reduced |
| CWM, LLC | 7,821 | $401.0K | 0.00% | +367+4.9% | Added |
| Koshinski Asset Management, Inc. | 7,703 | $402.4K | 0.04% | −555−6.7% | Reduced |
| Whittier Trust Co | 7,865 | $403.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,955 | $407.8K | 0.01% | +841+11.8% | Added |
| Bank of Stockton | 8,000 | $410.1K | 0.13% | +8,000 | New |
| Spirit of America Management Corp | 8,050 | $412.6K | 0.08% | +500+6.6% | Added |
| CIBC World Markets Inc. | 8,245 | $423.0K | 0.00% | −93,000−91.9% | Reduced |
| Mutual Advisors, LLC | 7,850 | $425.4K | 0.01% | −551−6.6% | Reduced |
| Toroso Investments, LLC | 8,402 | $430.7K | 0.01% | −24,953−74.8% | Reduced |
| Naples Global Advisors, LLC | 8,614 | $441.6K | 0.04% | 00.0% | Unchanged |
| Viawealth, LLC | 8,705 | $446.2K | 0.28% | +8,705 | New |
| Robertson Stephens Wealth Management, LLC | 8,726 | $447.3K | 0.02% | +190+2.2% | Added |
| PGGM Investments | 8,733 | $448.0K | 0.01% | +2,635+43.2% | Added |
| Los Angeles Capital Management LLC | 8,791 | $450.6K | 0.00% | 00.0% | Unchanged |