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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 325 | $21.0K | 0.01% | +2+0.6% | Added |
| Mechanics Financial Corp | 350 | $22.4K | 0.01% | +350 | New |
| Bank & Trust Co | 353 | $22.6K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 358 | $23.0K | 0.00% | −166−31.7% | Reduced |
| Wiser Advisor Group LLC | 373 | $24.0K | 0.04% | +2+0.5% | Added |
| Bellevue Asset Management, LLC | 376 | $24.2K | 0.01% | +1+0.3% | Added |
| GHP Investment Advisors, Inc. | 392 | $25.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 470 | $30.1K | 0.00% | −4,516−90.6% | Reduced |
| First Community Trust NA | 479 | $30.7K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 496 | $31.8K | 0.00% | +1+0.2% | Added |
| Colonial Trust Advisors | 500 | $32.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 537 | $34.4K | 0.00% | −26−4.6% | Reduced |
| Clearstead Advisors, LLC | 542 | $34.8K | 0.00% | +35+6.9% | Added |
| JNBA Financial Advisors | 573 | $36.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 575 | $36.9K | 0.02% | −111−16.2% | Reduced |
| MV Capital Management, Inc. | 584 | $37.5K | 0.00% | +7+1.2% | Added |
| Sound Income Strategies, LLC | 588 | $37.7K | 0.00% | +7+1.2% | Added |
| Bruce G. Allen Investments, LLC | 603 | $38.7K | 0.03% | +105+21.1% | Added |
| EverSource Wealth Advisors, LLC | 637 | $40.8K | 0.00% | +30+4.9% | Added |
| Dynamic Wealth Strategies, LLC | 642 | $41.0K | 0.03% | −170−20.9% | Reduced |
| Manchester Capital Management LLC | 642 | $41.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 657 | $42.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 663 | $42.5K | 0.00% | −236−26.3% | Reduced |
| Capital Analysts, LLC | 714 | $46.0K | 0.00% | +272+61.5% | Added |
| Lazard Asset Management LLC | 747 | $47.0K | 0.00% | −5,435−87.9% | Reduced |
| State of Wyoming | 736 | $47.2K | 0.01% | +69+10.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 744 | $47.7K | 0.01% | −437−37.0% | Reduced |
| Global X Japan Co., Ltd. | 754 | $48.4K | 0.01% | +754 | New |
| Hollencrest Capital Management | 764 | $49.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 782 | $50.1K | 0.01% | +17+2.2% | Added |
| Deseret Mutual Benefit Administrators | 788 | $50.5K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 821 | $52.7K | 0.01% | +821 | New |
| GWM Advisors LLC | 825 | $52.9K | 0.00% | +3+0.4% | Added |
| Harbor Investment Advisory, LLC | 885 | $56.8K | 0.01% | −3−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 940 | $60.3K | 0.01% | +123+15.1% | Added |
| Geneos Wealth Management Inc. | 949 | $60.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 952 | $61.0K | 0.01% | −100−9.5% | Reduced |
| TD Private Client Wealth LLC | 989 | $63.4K | 0.00% | +3+0.3% | Added |
| Logan Capital Management Inc | 1,000 | $64.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,000 | $64.1K | 0.01% | +1,000 | New |
| Global Retirement Partners, LLC | 1,044 | $67.0K | 0.00% | −553−34.6% | Reduced |
| Hanseatic Management Services Inc | 1,159 | $74.3K | 0.11% | +1,159 | New |
| Avion Wealth | 1,177 | $75.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,228 | $79.0K | 0.01% | +1,228 | New |
| Bank of New Hampshire | 1,250 | $80.2K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,252 | $80.3K | 0.03% | +1,252 | New |
| Carolinas Wealth Consulting LLC | 1,259 | $80.7K | 0.01% | +16+1.3% | Added |
| Cromwell Holdings LLC | 1,262 | $80.9K | 0.05% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 1,305 | $83.7K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,320 | $84.7K | 0.03% | +350+36.1% | Added |
| Parkside Financial Bank & Trust | 1,446 | $92.7K | 0.01% | +7+0.5% | Added |
| WFA of San Diego, LLC | 1,470 | $94.3K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,494 | $95.8K | 0.00% | +272+22.3% | Added |
| Alta Advisers Ltd | 1,500 | $96.2K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 1,563 | $100.2K | 0.00% | +435+38.6% | Added |
| Massmutual Trust Co FSB | 1,578 | $101.2K | 0.00% | −51−3.1% | Reduced |
| Sentry Investment Management LLC | 1,745 | $112.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,773 | $113.7K | 0.01% | +74+4.4% | Added |
| Smartleaf Asset Management LLC | 1,820 | $116.2K | 0.01% | +1,159+175.3% | Added |
| Bogart Wealth, LLC | 1,826 | $117.1K | 0.01% | +14+0.8% | Added |
| Allworth Financial LP | 1,848 | $118.5K | 0.00% | −554−23.1% | Reduced |
| Motco | 1,856 | $119.0K | 0.01% | −347−15.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,962 | $125.9K | 0.07% | −79−3.9% | Reduced |
| Advisors Asset Management, Inc. | 1,988 | $127.5K | 0.00% | −254−11.3% | Reduced |
| Castleview Partners, LLC | 1,999 | $128.2K | 0.07% | −1,365−40.6% | Reduced |
| Tompkins Financial Corp | 2,000 | $128.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,072 | $132.9K | 0.00% | +790+61.6% | Added |
| Caldwell Trust Co | 2,120 | $136.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,142 | $137.3K | 0.04% | +2,142 | New |
| Mendota Financial Group, LLC | 2,143 | $137.4K | 0.07% | −2,909−57.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,169 | $139.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,172 | $139.3K | 0.00% | +614+39.4% | Added |
| Hanson & Doremus Investment Management | 2,246 | $144.0K | 0.02% | −84−3.6% | Reduced |
| Umb Bank N A | 2,284 | $146.5K | 0.00% | +104+4.8% | Added |
| Group One Trading, L.P. | 2,443 | $156.7K | 0.01% | −8,755−78.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,501 | $160.4K | 0.01% | +2,500+250,000.0% | Added |
| Bullock Wealth Management Group | 2,563 | $163.7K | 0.10% | +119+4.9% | Added |
| Exchange Traded Concepts, LLC | 2,577 | $165.3K | 0.00% | +2,484+2,671.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,606 | $167.1K | 0.00% | +905+53.2% | Added |
| PGGM Investments | 2,984 | $191.0K | 0.00% | −5,749−65.8% | Reduced |
| Quadrant Capital Group LLC | 2,983 | $191.3K | 0.01% | −19−0.6% | Reduced |
| Eastern Bank | 3,108 | $199.3K | 0.00% | +3,108 | New |
| Optiver Holding B.V. | 3,140 | $201.4K | 0.01% | +3,140 | New |
| Custom Index Systems, LLC | 3,152 | $202.1K | 0.11% | −2,188−41.0% | Reduced |
| Kovack Advisors, Inc. | 3,223 | $206.7K | 0.02% | +3,223 | New |
| Meiji Yasuda Life Insurance Co | 3,234 | $207.4K | 0.00% | +3,234 | New |
| Farther Finance Advisors, LLC | 3,258 | $208.9K | 0.01% | +1,388+74.2% | Added |
| Gilliland Jeter Wealth Management LLC | 3,323 | $213.1K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,357 | $215.3K | 0.01% | +650+24.0% | Added |
| Clarius Group, LLC | 3,384 | $216.4K | 0.02% | +3,384 | New |
| Atom Investors LP | 3,424 | $219.6K | 0.02% | +3,424 | New |
| Premier Path Wealth Partners, LLC | 3,428 | $219.8K | 0.03% | +3,428 | New |
| Morningstar Investment Management LLC | 3,435 | $220.0K | 0.02% | −823−19.3% | Reduced |
| CAPROCK Group, Inc. | 3,489 | $223.8K | 0.01% | +3,489 | New |
| Duncker Streett & Co Inc | 3,500 | $224.5K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,503 | $224.6K | 0.02% | +3,503 | New |
| Kingsview Wealth Management, LLC | 3,520 | $225.7K | 0.00% | +3,520 | New |
| Vontobel Holding Ltd. | 3,521 | $225.8K | 0.00% | +3,521 | New |
| Summitry LLC | 3,618 | $232.0K | 0.01% | +3,618 | New |