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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,625 | $232.5K | 0.02% | +3,625 | New |
| Blackhawk Capital Partners LLC. | 3,633 | $233.0K | 0.12% | −966−21.0% | Reduced |
| Financial Advocates Investment Management | 3,644 | $233.7K | 0.01% | +3,644 | New |
| Pasadena Private Wealth, LLC | 3,679 | $235.9K | 0.05% | −700−16.0% | Reduced |
| Arkadios Wealth Advisors | 3,682 | $236.1K | 0.01% | +3,682 | New |
| Lido Advisors, LLC | 3,682 | $236.2K | 0.00% | +3,682 | New |
| Dark Forest Capital Management LP | 3,686 | $236.4K | 0.03% | +3,686 | New |
| Syon Capital LLC | 3,690 | $236.7K | 0.02% | +3,690 | New |
| Dynamic Technology Lab Private Ltd | 3,759 | $241.0K | 0.03% | +3,759 | New |
| Sheaff Brock Investment Advisors, LLC | 3,760 | $241.1K | 0.02% | +3,760 | New |
| Wealth Alliance | 3,773 | $242.0K | 0.03% | +3,773 | New |
| Change Path, LLC | 3,821 | $245.1K | 0.01% | −102−2.6% | Reduced |
| Foundations Investment Advisors, LLC | 3,832 | $245.8K | 0.01% | +3,832 | New |
| Westmount Partners, LLC | 3,853 | $247.1K | 0.07% | +3,853 | New |
| Atria Wealth Solutions, Inc. | 3,855 | $247.2K | 0.00% | −182−4.5% | Reduced |
| Schechter Investment Advisors, LLC | 3,866 | $247.9K | 0.02% | −70−1.8% | Reduced |
| National Asset Management, Inc. | 3,941 | $248.7K | 0.01% | −998−20.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,891 | $249.5K | 0.01% | +3,891 | New |
| Virtus Investment Advisers, Inc. | 3,900 | $250.1K | 0.20% | +1,000+34.5% | Added |
| Mesirow Financial Investment Management, Inc. | 3,926 | $251.7K | 0.00% | +3,926 | New |
| NJ State Employees Deferred Compensation Plan | 3,933 | $252.2K | 0.03% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 3,950 | $253.0K | 0.09% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,977 | $255.0K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,995 | $256.2K | 0.03% | −496−11.0% | Reduced |
| West Family Investments, Inc. | 4,022 | $257.9K | 0.09% | +9+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,034 | $258.7K | 0.07% | +4,034 | New |
| Brown Advisory Inc | 4,043 | $259.2K | 0.00% | −232−5.4% | Reduced |
| Diversified Trust Co | 4,057 | $260.2K | 0.01% | +18+0.4% | Added |
| Snowden Capital Advisors LLC | 4,074 | $261.2K | 0.01% | +112+2.8% | Added |
| Lindbrook Capital, LLC | 4,139 | $265.4K | 0.02% | −14−0.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,190 | $268.7K | 0.07% | +34+0.8% | Added |
| Cigna Investments Inc | 4,195 | $269.0K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,196 | $269.1K | 0.02% | +4,196 | New |
| Stratos Wealth Partners, LTD. | 4,203 | $269.6K | 0.00% | −46−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,260 | $273.2K | 0.01% | 00.0% | Unchanged |
| True North Advisors, LLC | 4,300 | $275.8K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,335 | $278.0K | 0.02% | 00.0% | Unchanged |
| Foresight Group Ltd Liability Partnership | 6,000 | $285.7K | 0.55% | +6,000 | New |
| Raymond James Trust N.A. | 4,497 | $288.4K | 0.01% | +309+7.4% | Added |
| Sequoia Financial Advisors, LLC | 4,505 | $288.9K | 0.00% | +147+3.4% | Added |
| Coppell Advisory Solutions LLC | 4,543 | $290.0K | 0.04% | +427+10.4% | Added |
| Principal Securities, Inc. | 4,540 | $291.2K | 0.01% | +378+9.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,568 | $293.0K | 0.01% | +4,568 | New |
| Cercano Management LLC | 4,610 | $295.6K | 0.01% | +4,610 | New |
| Farmers Trust Co | 4,645 | $297.9K | 0.06% | −67−1.4% | Reduced |
| Prudential PLC | 4,793 | $307.4K | 0.00% | −5,778−54.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,796 | $307.6K | 0.01% | +699+17.1% | Added |
| Walleye Capital LLC | 4,829 | $309.7K | 0.00% | −8,994−65.1% | Reduced |
| Sage Mountain Advisors LLC | 4,845 | $310.7K | 0.03% | +4,845 | New |
| Prudent Man Advisors, LLC | 4,851 | $311.1K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,870 | $312.3K | 0.01% | −574−10.5% | Reduced |
| Personal Cfo Solutions, LLC | 5,014 | $321.6K | 0.04% | +811+19.3% | Added |
| Cetera Trust Company, N.A | 5,025 | $322.3K | 0.20% | −75−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,070 | $325.1K | 0.00% | +298+6.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,080 | $325.8K | 0.02% | +4,400+647.1% | Added |
| HB Wealth Management, LLC | 5,087 | $326.3K | 0.00% | +1,048+25.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $326.8K | 0.08% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,105 | $327.4K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,110 | $327.7K | 0.02% | −122−2.3% | Reduced |
| Stephens Inc | 5,170 | $331.6K | 0.00% | +789+18.0% | Added |
| Hilltop Wealth Advisors, LLC | 5,230 | $335.4K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,273 | $338.2K | 0.02% | +14+0.3% | Added |
| Wolverine Asset Management LLC | 5,300 | $339.9K | 0.01% | +5,300 | New |
| Warwick Investment Management, Inc. | 5,386 | $345.4K | 0.08% | +122+2.3% | Added |
| Patten Group, Inc. | 5,390 | $345.7K | 0.08% | −3,609−40.1% | Reduced |
| West Oak Capital, LLC | 5,405 | $346.6K | 0.06% | +600+12.5% | Added |
| Vista Investment Management | 5,412 | $347.1K | 0.13% | −142−2.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,443 | $349.0K | 0.02% | +1,615+42.2% | Added |
| Roman Butler Fullerton & Co | 5,434 | $349.3K | 0.11% | +232+4.5% | Added |
| Pitcairn Co | 5,465 | $350.5K | 0.02% | +1,499+37.8% | Added |
| Prestige Wealth Management Group LLC | 5,508 | $353.2K | 0.07% | +5,117+1,308.7% | Added |
| Horizon Investments, LLC | 5,609 | $357.2K | 0.01% | −321−5.4% | Reduced |
| Bleakley Financial Group, LLC | 5,639 | $361.6K | 0.01% | +203+3.7% | Added |
| North Star Investment Management Corp. | 5,674 | $363.9K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,832 | $374.0K | 0.05% | +217+3.9% | Added |
| MBB Public Markets I LLC | 5,850 | $375.2K | 0.03% | −22,800−79.6% | Reduced |
| Summit Place Financial Advisors, LLC | 5,900 | $378.4K | 0.21% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,908 | $378.9K | 0.02% | −99−1.6% | Reduced |
| Net Worth Advisory Group | 5,965 | $382.5K | 0.11% | +5,965 | New |
| IHT Wealth Management, LLC | 5,974 | $382.8K | 0.01% | +1,541+34.8% | Added |
| Bank of Stockton | 6,000 | $384.8K | 0.12% | −2,000−25.0% | Reduced |
| Grassi Investment Management | 6,000 | $385.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,968 | $387.0K | 0.03% | −141−2.3% | Reduced |
| Glenview Trust Co | 6,093 | $390.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,095 | $390.9K | 0.03% | +6,095 | New |
| Integrated Wealth Concepts LLC | 6,169 | $395.6K | 0.00% | −526−7.9% | Reduced |
| Coldstream Capital Management Inc | 6,177 | $396.3K | 0.01% | +608+10.9% | Added |
| Pettyjohn, Wood & White, Inc | 6,300 | $404.0K | 0.07% | −450−6.7% | Reduced |
| Parcion Private Wealth LLC | 6,339 | $406.5K | 0.03% | −4−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 6,348 | $407.1K | 0.00% | −550−8.0% | Reduced |
| Congress Wealth Management LLC | 6,400 | $410.4K | 0.01% | +6,400 | New |
| Federation des caisses Desjardins du Quebec | 6,448 | $413.5K | 0.00% | +407+6.7% | Added |
| HighPoint Advisor Group LLC | 6,463 | $414.9K | 0.02% | +76+1.2% | Added |
| Ronald Blue Trust, Inc. | 8,127 | $416.6K | 0.01% | +5,222+179.8% | Added |
| Vestmark Advisory Solutions, Inc. | 6,510 | $417.5K | 0.02% | +6,510 | New |
| NorthRock Partners, LLC | 6,520 | $418.1K | 0.01% | +123+1.9% | Added |
| Bessemer Group Inc | 6,638 | $426.0K | 0.00% | +272+4.3% | Added |
| Wesbanco Bank Inc | 6,758 | $433.4K | 0.01% | −17−0.3% | Reduced |
| Cypress Capital Group | 6,913 | $443.3K | 0.05% | −55−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 6,980 | $447.6K | 0.01% | −168−2.4% | Reduced |