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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 271 | $13.9K | 0.01% | +3+1.1% | Added |
| Farmers & Merchants Investments Inc | 270 | $13.8K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 263 | $13.5K | 0.00% | +192+270.4% | Added |
| Cape Investment Advisory, Inc. | 259 | $13.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 231 | $11.8K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 230 | $11.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 218 | $11.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 218 | $11.2K | 0.00% | +218 | New |
| Capital Advisors, Ltd. LLC | 221 | $11.0K | 0.00% | +71+47.3% | Added |
| Continuum Advisory, LLC | 207 | $10.6K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 199 | $10.0K | 0.00% | +199 | New |
| Citizens National Bank Trust Department | 194 | $9.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 180 | $9.88K | 0.00% | −4−2.2% | Reduced |
| Gen-Wealth Partners Inc | 168 | $8.61K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 163 | $8.36K | 0.00% | −4,059−96.1% | Reduced |
| Addison Advisors LLC | 163 | $8.35K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 156 | $8.00K | 0.00% | −28−15.2% | Reduced |
| Proequities, Inc. | 153 | $7.84K | 0.00% | +56+57.7% | Added |
| Park Place Capital Corp | 146 | $7.48K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 129 | $6.61K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 124 | $6.36K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 123 | $6.30K | 0.00% | −46−27.2% | Reduced |
| JJJ Advisors Inc. | 121 | $6.20K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $6.00K | 0.00% | +9+8.3% | Added |
| Washington Trust Co | 104 | $5.34K | 0.00% | +41+65.1% | Added |
| Cornerstone Planning Group LLC | 95 | $5.28K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 103 | $5.28K | 0.00% | +103 | New |
| Gradient Investments LLC | 100 | $5.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $5.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $5.09K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 93 | $4.77K | 0.00% | −92−49.7% | Reduced |
| SRS Capital Advisors, Inc. | 92 | $4.72K | 0.00% | +92 | New |
| Stephens Consulting, LLC | 90 | $4.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 83 | $4.25K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 83 | $4.25K | 0.00% | +19+29.7% | Added |
| Raffa Wealth Management, LLC | 79 | $4.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $4.05K | 0.00% | +7+9.7% | Added |
| Valley National Advisers Inc | 95 | $4.00K | 0.00% | +20+26.7% | Added |
| Armstrong Advisory Group, Inc | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 77 | $3.95K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 75 | $3.85K | 0.00% | +75 | New |
| Salomon & Ludwin, LLC | 74 | $3.79K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 71 | $3.64K | 0.00% | −332−82.4% | Reduced |
| Abound Wealth Management | 66 | $3.39K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 64 | $3.28K | 0.00% | +39+156.0% | Added |
| Delos Wealth Advisors, LLC | 63 | $3.23K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 73 | $3.18K | 0.00% | +73 | New |
| GW&K Investment Management, LLC | 56 | $3.00K | 0.00% | +16+40.0% | Added |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 56 | $2.87K | 0.00% | +56 | New |
| Raleigh Capital Management Inc. | 55 | $2.82K | 0.00% | +20+57.1% | Added |
| Bell Investment Advisors, Inc | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $2.56K | 0.00% | +50 | New |
| RFP Financial Group LLC | 45 | $2.31K | 0.00% | +4+9.8% | Added |
| South State Corp. | 45 | $2.31K | 0.00% | +45 | New |
| Newbridge Financial Services Group, Inc. | 44 | $2.27K | 0.00% | +22+100.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 36 | $1.84K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 36 | $1.84K | 0.00% | +36 | New |
| TFC Financial Management | 34 | $1.74K | 0.00% | +13+61.9% | Added |
| Wetzel Investment Advisors, Inc. | 39 | $1.70K | 0.00% | +39 | New |
| Sunbelt Securities, Inc. | 33 | $1.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 32 | $1.64K | 0.00% | −6−15.8% | Reduced |
| Quent Capital, LLC | 32 | $1.64K | 0.00% | +14+77.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 31 | $1.59K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 30 | $1.53K | 0.00% | +1+3.4% | Added |
| Brown Brothers Harriman & Co | 29 | $1.49K | 0.00% | +29 | New |
| ICA Group Wealth Management, LLC | 25 | $1.28K | 0.00% | −1,913−98.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24 | $1.23K | 0.00% | +24 | New |
| Kelly Financial Services LLC | 23 | $1.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 22 | $1.13K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $1.02K | 0.00% | −32−61.5% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | +10+52.6% | Added |
| Strengthening Families & Communities, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Ruedi Wealth Management, Inc. | 16 | $820 | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $769 | 0.00% | −11−42.3% | Reduced |
| Opal Wealth Advisors, LLC | 14 | $718 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $513 | 0.00% | +10 | New |
| Aspect Partners, LLC | 9 | $461 | 0.00% | +2+28.6% | Added |
| Highline Wealth Partners LLC | 8 | $410 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $359 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $358 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 6 | $308 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $308 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $52 | 0.00% | −4−80.0% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $51 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Adelante Capital Management LLC | 605,296 | $0 | 0.00% | −181,626−23.1% | Reduced |
| Davis Selected Advisers | 285,660 | $0 | 0.00% | −250−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −406,307−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −160,349−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −225,212−100.0% | Sold out |
| Flat Footed LLC | 0 | $0 | 0.00% | −170,525−100.0% | Sold out |