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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, Q3 2024

Institutional positions in Ventas, Inc. as of Sep 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
726
+39 vs. Q2 2024
Shares held
399.6M
+55.7M (+16.2%) vs. Q2 2024
Total value
$25.6B
+$8.03B (+45.7%) vs. Q2 2024
New holders
98
289 more added
Sold out
59
231 more reduced

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 726 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 heldQ3 2024: $25.6B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2024.

Institutions holding VTR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
West Branch Capital LLC1$650.00%+1New
WestEnd Advisors, LLC3$1920.00%+3New
First Personal Financial Services3$1930.00%+3New
Crewe Advisors LLC4$2570.00%+4New
Chesapeake Asset Management LLC5$3200.00%+5New
Hexagon Capital Partners LLC6$3850.00%00.0%Unchanged
Valued Wealth Advisors LLC6$3850.00%00.0%Unchanged
Colonial Trust Co7$4470.00%+7New
Whittier Trust Co of Nevada Inc7$4480.00%00.0%Unchanged
Estabrook Capital Management7$4490.00%00.0%Unchanged
Versant Capital Management, Inc7$4490.00%00.0%Unchanged
Aspect Partners, LLC9$5770.00%00.0%Unchanged
NVWM, LLC10$6410.00%00.0%Unchanged
Larson Financial Group LLC10$6410.00%+10New
Strengthening Families & Communities, LLC11$7050.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC15$9620.00%00.0%Unchanged
Riverview Trust Co15$9620.00%+15New
Hemington Wealth Management23$1.00K0.00%+23New
WR Wealth Planners, LLC16$1.03K0.00%+16New
MCF Advisors LLC16$1.03K0.00%−6−27.3%Reduced
Financial Gravity Companies, Inc.20$1.28K0.00%+20New
HighMark Wealth Management LLC20$1.31K0.00%00.0%Unchanged
Highline Wealth Partners LLC23$1.48K0.00%+15+187.5%Added
Continuum Advisory, LLC28$1.78K0.00%−179−86.5%Reduced
Atlantic Edge Private Wealth Management, LLC31$1.99K0.00%00.0%Unchanged
Financial Management Professionals, Inc.29$2.00K0.00%00.0%Unchanged
Quent Capital, LLC32$2.05K0.00%00.0%Unchanged
TFC Financial Management36$2.31K0.00%+2+5.9%Added
Newbridge Financial Services Group, Inc.45$2.86K0.00%+1+2.3%Added
South State Corp.45$2.89K0.00%00.0%Unchanged
HM Payson & Co46$2.95K0.00%+46New
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC39$3.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC58$3.00K0.00%00.0%Unchanged
Robinswood Financial LLC50$3.21K0.00%00.0%Unchanged
Dunhill Financial, LLC55$3.52K0.00%+25+83.3%Added
Grove Bank & Trust55$3.53K0.00%+55New
Bell Investment Advisors, Inc61$3.91K0.00%+9+17.3%Added
Anfield Capital Management, LLC64$4.10K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC64$4.11K0.00%−19−22.9%Reduced
Abound Wealth Management66$4.24K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.71$4.57K0.00%−21−22.8%Reduced
Stephenson National Bank & Trust73$4.68K0.00%+73New
Salomon & Ludwin, LLC74$4.75K0.00%00.0%Unchanged
CNB Bank75$4.81K0.00%00.0%Unchanged
Bokf, NA77$4.82K0.00%00.0%Unchanged
Raffa Wealth Management, LLC79$5.07K0.00%00.0%Unchanged
Fortitude Family Office, LLC79$5.07K0.00%00.0%Unchanged
Raleigh Capital Management Inc.79$5.07K0.00%+24+43.6%Added
Trust Co of Vermont79$5.07K0.00%+79New
Brown Brothers Harriman & Co87$5.58K0.00%+58+200.0%Added
Stephens Consulting, LLC90$5.77K0.00%00.0%Unchanged
Zions Bancorporation, N.A.94$6.03K0.00%−62−39.7%Reduced
Plante Moran Financial Advisors, LLC99$6.37K0.00%00.0%Unchanged
Golden State Equity Partners100$6.41K0.00%+100New
Cullen/Frost Bankers, Inc.100$6.41K0.00%−23−18.7%Reduced
Red Tortoise LLC100$6.41K0.00%00.0%Unchanged
Washington Trust Co102$6.53K0.00%−2−1.9%Reduced
Tradewinds Capital Management, LLC102$6.54K0.00%+102New
TSFG, LLC109$7.00K0.00%00.0%Unchanged
Baldwin Brothers Inc110$7.05K0.00%+110New
Cornerstone Planning Group LLC108$7.10K0.00%+13+13.7%Added
Oarsman Capital, Inc.116$7.44K0.00%+116New
Private Wealth Management Group, LLC119$7.63K0.00%+2+1.7%Added
Caldwell Sutter Capital, Inc.124$7.95K0.00%00.0%Unchanged
Capital Performance Advisors LLP134$8.57K0.00%+134New
Key Financial Inc138$8.85K0.00%+9+7.0%Added
Hantz Financial Services, Inc.136$9.00K0.00%00.0%Unchanged
Park Place Capital Corp146$9.36K0.00%00.0%Unchanged
AdvisorNet Financial, Inc151$9.68K0.00%+80+112.7%Added
Proequities, Inc.153$9.81K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC155$9.94K0.00%+72+86.7%Added
Addison Advisors LLC163$10.4K0.00%00.0%Unchanged
Gen-Wealth Partners Inc168$11.2K0.00%00.0%Unchanged
Sachetta, LLC180$11.5K0.00%00.0%Unchanged
Citizens National Bank Trust Department194$12.4K0.00%00.0%Unchanged
GW&K Investment Management, LLC200$13.0K0.00%+144+257.1%Added
Venturi Wealth Management, LLC210$13.5K0.00%+178+556.3%Added
Hilltop National Bank218$14.0K0.00%00.0%Unchanged
Smithfield Trust Co225$14.0K0.00%+225New
Hallmark Capital Management Inc220$14.1K0.00%+220New
Private Trust Co NA226$14.5K0.00%−297−56.8%Reduced
Syntax Research, Inc.230$14.8K0.01%00.0%Unchanged
PFS Partners, LLC231$14.8K0.01%00.0%Unchanged
Meeder Asset Management Inc232$14.9K0.00%+14+6.4%Added
Capital Advisors, Ltd. LLC230$15.0K0.00%+9+4.1%Added
Ashton Thomas Securities, LLC246$15.8K0.00%+246New
Game Plan Financial Advisors, LLC250$16.0K0.01%+250New
Cape Investment Advisory, Inc.259$16.6K0.01%00.0%Unchanged
West Paces Advisors Inc.263$16.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc270$17.3K0.00%00.0%Unchanged
Optimum Investment Advisors271$17.4K0.01%00.0%Unchanged
Bryn Mawr Trust Co275$17.6K0.00%+275New
Sittner & Nelson, LLC300$19.2K0.01%00.0%Unchanged
CVA Family Office, LLC310$19.9K0.00%−10−3.1%Reduced
Silvant Capital Management LLC310$19.9K0.00%00.0%Unchanged
Covestor Ltd317$20.0K0.01%−8−2.5%Reduced
Harbor Capital Advisors, Inc.317$20.0K0.00%+317New
BOK Financial Private Wealth, Inc.314$20.1K0.00%+314New