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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 8,402 | $430.7K | 0.01% | −24,953−74.8% | Reduced |
| Mutual Advisors, LLC | 7,850 | $425.4K | 0.01% | −551−6.6% | Reduced |
| CIBC World Markets Inc. | 8,245 | $423.0K | 0.00% | −93,000−91.9% | Reduced |
| Spirit of America Management Corp | 8,050 | $412.6K | 0.08% | +500+6.6% | Added |
| Bank of Stockton | 8,000 | $410.1K | 0.13% | +8,000 | New |
| Signaturefd, LLC | 7,955 | $407.8K | 0.01% | +841+11.8% | Added |
| Whittier Trust Co | 7,865 | $403.1K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,703 | $402.4K | 0.04% | −555−6.7% | Reduced |
| 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 |
| Federated Hermes, Inc. | 7,678 | $393.6K | 0.00% | +4,013+109.5% | Added |
| RSM US Wealth Management LLC | 7,524 | $382.7K | 0.01% | +7,524 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,335 | $376.0K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,315 | $375.0K | 0.00% | +1,020+16.2% | Added |
| Walleye Trading LLC | 7,220 | $370.1K | 0.01% | +7,220 | New |
| Capstone Investment Advisors, LLC | 7,148 | $366.4K | 0.01% | −700−8.9% | Reduced |
| Carmel Capital Partners, LLC | 7,111 | $364.5K | 0.15% | +7,111 | New |
| Essex Financial Services, Inc. | 6,109 | $360.4K | 0.03% | +6,109 | New |
| CIBC Private Wealth Group, LLC | 6,898 | $357.9K | 0.00% | +293+4.4% | Added |
| Cypress Capital Group | 6,968 | $357.2K | 0.04% | −316−4.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,963 | $356.9K | 0.00% | −724−9.4% | Reduced |
| HighPoint Advisor Group LLC | 6,387 | $350.0K | 0.02% | −2,816−30.6% | Reduced |
| Wesbanco Bank Inc | 6,775 | $347.3K | 0.01% | +17+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 6,750 | $346.0K | 0.07% | −1,975−22.6% | Reduced |
| Integrated Wealth Concepts LLC | 6,695 | $343.2K | 0.00% | −1,166−14.8% | Reduced |
| AXA S.A. | 6,680 | $342.4K | 0.00% | +85+1.3% | Added |
| XTX Topco Ltd | 6,597 | $338.2K | 0.03% | +6,597 | New |
| Colony Group, LLC | 6,539 | $335.0K | 0.00% | +160+2.5% | Added |
| FJ Capital Management LLC | 6,521 | $334.3K | 0.03% | +6,521 | New |
| GAMMA Investing LLC | 6,443 | $330.3K | 0.05% | +2,844+79.0% | Added |
| NorthRock Partners, LLC | 6,397 | $327.9K | 0.01% | +134+2.1% | Added |
| Parcion Private Wealth LLC | 6,343 | $325.1K | 0.03% | +4+0.1% | Added |
| Bessemer Group Inc | 6,366 | $325.0K | 0.00% | +1,074+20.3% | Added |
| Profund Advisors LLC | 6,270 | $321.4K | 0.01% | +199+3.3% | Added |
| Empowered Funds, LLC | 6,292 | $319.7K | 0.01% | +904+16.8% | Added |
| Lazard Asset Management LLC | 6,182 | $316.0K | 0.00% | +6,182 | New |
| Glenview Trust Co | 6,093 | $312.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,041 | $309.7K | 0.00% | +3,682+156.1% | Added |
| Grassi Investment Management | 6,000 | $308.0K | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,007 | $307.9K | 0.02% | −156−2.5% | Reduced |
| Summit Place Financial Advisors, LLC | 5,900 | $302.4K | 0.18% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,930 | $301.3K | 0.01% | +75+1.3% | Added |
| Nomura Holdings Inc | 5,857 | $300.2K | 0.00% | +5,857 | New |
| North Star Investment Management Corp. | 5,674 | $290.8K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,615 | $287.8K | 0.05% | −1,262−18.4% | Reduced |
| Coldstream Capital Management Inc | 5,569 | $285.5K | 0.01% | +452+8.8% | Added |
| Vista Investment Management | 5,554 | $284.7K | 0.12% | −40−0.7% | 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 |
| 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 |
| Qube Research & Technologies Ltd | 5,400 | $276.8K | 0.00% | −190,019−97.2% | Reduced |
| Custom Index Systems, LLC | 5,340 | $273.7K | 0.16% | +601+12.7% | Added |
| Roman Butler Fullerton & Co | 5,202 | $271.1K | 0.09% | −1,247−19.3% | Reduced |
| Balboa Wealth Partners | 5,270 | $270.1K | 0.07% | −1,000−15.9% | Reduced |
| Warwick Investment Management, Inc. | 5,264 | $269.8K | 0.06% | +616+13.3% | Added |
| Ellevest, Inc. | 5,259 | $269.6K | 0.02% | +459+9.6% | Added |
| Integrated Advisors Network LLC | 5,232 | $268.2K | 0.01% | +235+4.7% | Added |
| Hilltop Wealth Advisors, LLC | 5,230 | $268.1K | 0.13% | −11−0.2% | Reduced |
| NewEdge Wealth, LLC | 5,182 | $265.6K | 0.01% | −135−2.5% | Reduced |
| Boston Private Wealth LLC | 5,142 | $263.6K | 0.01% | −1,023−16.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,105 | $261.7K | 0.02% | −5,620−52.4% | Reduced |
| Cetera Trust Company, N.A | 5,100 | $261.4K | 0.16% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $261.2K | 0.07% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 5,052 | $259.0K | 0.14% | −4,014−44.3% | Reduced |
| Central Trust Co | 4,986 | $255.6K | 0.01% | −182−3.5% | Reduced |
| National Asset Management, Inc. | 4,939 | $253.2K | 0.01% | −3,871−43.9% | Reduced |
| Prudent Man Advisors, LLC | 4,851 | $248.7K | 0.09% | +253+5.5% | Added |
| West Oak Capital, LLC | 4,805 | $246.3K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,772 | $244.6K | 0.00% | +4,772 | New |
| Farmers Trust Co | 4,712 | $241.5K | 0.05% | −46,699−90.8% | Reduced |
| Camelot Portfolios, LLC | 4,648 | $238.2K | 0.13% | +4,648 | New |
| Blackhawk Capital Partners LLC. | 4,599 | $235.7K | 0.14% | +4,599 | New |
| Northwest & Ethical Investments L.P. | 4,514 | $231.4K | 0.01% | +1,400+45.0% | Added |
| Camden Capital, LLC | 4,491 | $230.2K | 0.02% | +4,491 | New |
| IHT Wealth Management, LLC | 4,433 | $228.9K | 0.01% | −967−17.9% | Reduced |
| Stephens Inc | 4,381 | $224.6K | 0.00% | +4,381 | New |
| Pasadena Private Wealth, LLC | 4,379 | $224.5K | 0.05% | +4,379 | New |
| Sequoia Financial Advisors, LLC | 4,358 | $223.4K | 0.00% | +4,358 | New |
| Siemens Fonds Invest GmbH | 4,335 | $222.2K | 0.02% | +4,335 | New |
| True North Advisors, LLC | 4,300 | $220.4K | 0.06% | +4,300 | New |
| Brown Advisory Inc | 4,275 | $219.2K | 0.00% | +4,275 | New |
| Ameritas Investment Partners, Inc. | 4,260 | $218.4K | 0.01% | −211−4.7% | Reduced |
| Morningstar Investment Management LLC | 4,258 | $218.0K | 0.02% | +4,258 | New |
| Stratos Wealth Partners, LTD. | 4,249 | $217.8K | 0.00% | −697−14.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,203 | $215.5K | 0.03% | +4,203 | New |
| Cigna Investments Inc | 4,195 | $215.0K | 0.04% | +4,195 | New |
| Raymond James Trust N.A. | 4,188 | $214.7K | 0.01% | +4,188 | New |
| Principal Securities, Inc. | 4,162 | $213.3K | 0.01% | −155−3.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,156 | $213.0K | 0.08% | +4,156 | New |
| Lindbrook Capital, LLC | 4,153 | $212.9K | 0.02% | +306+8.0% | Added |
| Coppell Advisory Solutions LLC | 4,116 | $211.0K | 0.03% | +4,116 | New |
| J.W. Cole Advisors, Inc. | 4,097 | $210.0K | 0.01% | +4,097 | New |
| Ingalls & Snyder LLC | 4,106 | $210.0K | 0.01% | +4,106 | New |
| HB Wealth Management, LLC | 4,039 | $207.1K | 0.00% | +4,039 | New |
| Diversified Trust Co | 4,039 | $207.0K | 0.01% | +4,039 | New |
| Harbour Trust & Investment Management Co | 4,038 | $207.0K | 0.02% | −2,395−37.2% | Reduced |
| Atria Wealth Solutions, Inc. | 4,037 | $206.9K | 0.00% | −809−16.7% | Reduced |
| West Family Investments, Inc. | 4,013 | $205.7K | 0.06% | +4,013 | New |
| Planned Solutions, Inc. | 3,977 | $203.9K | 0.10% | +3,977 | New |