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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 7,040 | $448.3K | 0.01% | +748+11.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,035 | $451.1K | 0.07% | −300−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,089 | $454.6K | 0.00% | +126+1.8% | Added |
| Baird Financial Group, Inc. | 7,106 | $455.7K | 0.00% | −2,326−24.7% | Reduced |
| Sherbrooke Park Advisers LLC | 7,163 | $459.4K | 0.11% | +7,163 | New |
| Glenmede Trust Co NA | 7,203 | $461.9K | 0.00% | −112−1.5% | Reduced |
| Capital Square, LLC | 7,243 | $464.5K | 0.28% | −4,022−35.7% | Reduced |
| GAMMA Investing LLC | 7,349 | $471.3K | 0.05% | +906+14.1% | Added |
| Balboa Wealth Partners | 7,617 | $488.5K | 0.12% | +2,347+44.5% | Added |
| PFG Investments, LLC | 7,649 | $490.5K | 0.03% | −1,763−18.7% | Reduced |
| Carmel Capital Partners, LLC | 7,752 | $497.1K | 0.19% | +641+9.0% | Added |
| Shell Asset Management Co | 7,842 | $503.0K | 0.02% | +7,842 | New |
| Mutual Advisors, LLC | 7,840 | $517.1K | 0.02% | −10−0.1% | Reduced |
| Whittier Trust Co | 8,115 | $520.4K | 0.01% | +250+3.2% | Added |
| Signaturefd, LLC | 8,120 | $520.7K | 0.01% | +165+2.1% | Added |
| Ritholtz Wealth Management | 8,120 | $520.7K | 0.02% | +8,120 | New |
| Contravisory Investment Management, Inc. | 8,155 | $523.0K | 0.11% | +8,155 | New |
| Assenagon Asset Management S.A. | 8,163 | $523.5K | 0.00% | +2,719+49.9% | Added |
| Naples Global Advisors, LLC | 8,164 | $523.6K | 0.05% | −450−5.2% | Reduced |
| Koshinski Asset Management, Inc. | 8,286 | $531.4K | 0.05% | +583+7.6% | Added |
| Swiss Life Asset Management Ltd | 8,361 | $535.6K | 0.01% | +8,361 | New |
| Groupama Asset Managment | – | $542.3K | 0.01% | – | – |
| Perpetual Ltd | 8,490 | $544.5K | 0.01% | +8,490 | New |
| CWM, LLC | 8,532 | $547.0K | 0.00% | +711+9.1% | Added |
| Private Advisor Group, LLC | 8,549 | $548.2K | 0.00% | −395−4.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,584 | $550.5K | 0.02% | −142−1.6% | Reduced |
| Viawealth, LLC | 8,747 | $561.0K | 0.33% | +42+0.5% | Added |
| Los Angeles Capital Management LLC | 8,791 | $563.8K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 8,894 | $566.4K | 0.14% | +8,894 | New |
| Commerzbank Aktiengesellschaft | 8,854 | $568.0K | 0.02% | −4,054−31.4% | Reduced |
| DF Dent & Co Inc | 8,970 | $575.3K | 0.01% | −475−5.0% | Reduced |
| Lake Street Financial LLC | 9,100 | $583.6K | 0.09% | −1,790−16.4% | Reduced |
| Kinneret Advisory, LLC | 9,147 | $586.6K | 0.05% | −120−1.3% | Reduced |
| Independent Advisor Alliance | 9,206 | $590.4K | 0.02% | −87−0.9% | Reduced |
| Wolverine Trading, LLC | 9,264 | $591.4K | 0.02% | −4,079−30.6% | Reduced |
| Stock Yards Bank & Trust Co | 9,461 | $606.7K | 0.02% | −1,114−10.5% | Reduced |
| AlphaMark Advisors, LLC | 9,510 | $610.0K | 0.21% | +9,510 | New |
| Ballentine Partners, LLC | 9,541 | $611.9K | 0.01% | +304+3.3% | Added |
| Panagora Asset Management Inc | 9,543 | $612.0K | 0.00% | −20.0% | Reduced |
| NewEdge Wealth, LLC | 9,881 | $633.7K | 0.01% | +4,699+90.7% | Added |
| Toroso Investments, LLC | 9,952 | $634.3K | 0.01% | +1,550+18.4% | Added |
| Fort Sheridan Advisors LLC | 9,892 | $634.4K | 0.10% | −550−5.3% | Reduced |
| RSM US Wealth Management LLC | 10,369 | $662.5K | 0.01% | +2,845+37.8% | Added |
| Spirit of America Management Corp | 10,450 | $670.2K | 0.13% | +2,400+29.8% | Added |
| Beacon Pointe Advisors, LLC | 10,516 | $674.4K | 0.01% | −1,341−11.3% | Reduced |
| Bridgewater Associates, LP | 10,517 | $674.5K | 0.00% | −5,125−32.8% | Reduced |
| GTS Securities LLC | 10,667 | $684.1K | 0.01% | −4,280−28.6% | Reduced |
| Brinker Capital Investments, LLC | 10,890 | $698.4K | 0.01% | −409−3.6% | Reduced |
| Orion Portfolio Solutions, LLC | 10,890 | $698.4K | 0.01% | −409−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 11,017 | $701.1K | 0.00% | −995−8.3% | Reduced |
| Blair William & Co | 11,251 | $721.5K | 0.00% | +618+5.8% | Added |
| Commerce Bank | 11,268 | $722.6K | 0.00% | −430−3.7% | Reduced |
| Everence Capital Management Inc | 11,270 | $723.0K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 11,301 | $724.7K | 0.16% | +756+7.2% | Added |
| Profund Advisors LLC | 11,578 | $742.5K | 0.03% | +5,308+84.7% | Added |
| Kestra Private Wealth Services, LLC | 11,614 | $744.8K | 0.01% | −929−7.4% | Reduced |
| Park Avenue Securities LLC | 11,740 | $753.0K | 0.01% | +603+5.4% | Added |
| CIBC World Markets Inc. | 12,155 | $780.0K | 0.00% | +3,910+47.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,232 | $784.4K | 0.05% | −824−6.3% | Reduced |
| Synovus Financial Corp | 12,712 | $815.1K | 0.01% | +1,336+11.7% | Added |
| Friedenthal Financial | 12,773 | $819.1K | 0.48% | +11,778+1,183.7% | Added |
| GeoWealth Management, LLC | 12,829 | $822.7K | 0.03% | −228−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,881 | $826.1K | 0.04% | +1,381+12.0% | Added |
| Tandem Capital Management Corp | 12,920 | $828.6K | 0.44% | −4,190−24.5% | Reduced |
| Keeley-Teton Advisors, LLC | 13,044 | $836.5K | 0.09% | −1,980−13.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,095 | $839.8K | 0.02% | +214+1.7% | Added |
| Capital Investment Advisors, LLC | 13,285 | $852.0K | 0.02% | −397−2.9% | Reduced |
| Investment Management Corp of Ontario | 13,391 | $858.8K | 0.02% | +4,500+50.6% | Added |
| Wetherby Asset Management Inc | 13,519 | $867.0K | 0.04% | −61−0.4% | Reduced |
| Community Financial Services Group, LLC | 13,553 | $869.2K | 0.18% | −1,090−7.4% | Reduced |
| Veriti Management LLC | 13,673 | $876.8K | 0.05% | +1,148+9.2% | Added |
| Credit Agricole S A | 13,952 | $894.7K | 0.00% | −34,224−71.0% | Reduced |
| Omers Administration Corp | 13,986 | $896.9K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 14,129 | $906.1K | 0.00% | +7,449+111.5% | Added |
| Brasada Capital Management, LP | 14,495 | $916.7K | 0.16% | +14,495 | New |
| Harvest Fund Management Co., Ltd | 14,348 | $920.0K | 0.05% | +12,479+667.7% | Added |
| Northern Oak Wealth Management Inc | 14,385 | $922.5K | 0.11% | −1,176−7.6% | Reduced |
| United Capital Financial Advisers, LLC | 14,548 | $933.0K | 0.01% | +24+0.2% | Added |
| Penserra Capital Management LLC | 14,720 | $943.0K | 0.02% | −314−2.1% | Reduced |
| Atria Investments LLC | 14,843 | $951.9K | 0.01% | −1,757−10.6% | Reduced |
| Janney Montgomery Scott LLC | 15,006 | $962.0K | 0.00% | +326+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,101 | $968.5K | 0.01% | +896+6.3% | Added |
| We Are One Seven, LLC | 15,109 | $969.0K | 0.04% | +97+0.6% | Added |
| BBJS Financial Advisors, LLC | 15,346 | $984.1K | 0.35% | +29+0.2% | Added |
| LifePlan Financial, LLC | 15,357 | $984.8K | 0.85% | +3,606+30.7% | Added |
| Swisher Financial Concepts, Inc. | 18,476 | $993.0K | 0.63% | +3,183+20.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,654 | $1.00M | 0.04% | −286−1.8% | Reduced |
| Marino, Stram & Associates LLC | 15,789 | $1.01M | 0.23% | −20−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 15,890 | $1.02M | 0.03% | −2,700−14.5% | Reduced |
| MAI Capital Management | 15,969 | $1.02M | 0.01% | +782+5.1% | Added |
| SG Americas Securities, LLC | 15,986 | $1.02M | 0.00% | −66,816−80.7% | Reduced |
| Merit Financial Group, LLC | 15,988 | $1.03M | 0.02% | −3,689−18.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 16,194 | $1.04M | 0.03% | −885−5.2% | Reduced |
| NEOS Investment Management LLC | 16,428 | $1.05M | 0.03% | +3,248+24.6% | Added |
| Scotia Capital Inc. | 16,925 | $1.09M | 0.01% | +16,925 | New |
| Crossmark Global Holdings, Inc. | 17,794 | $1.14M | 0.02% | +140+0.8% | Added |
| Ascent Wealth Partners, LLC | 17,885 | $1.15M | 0.16% | +17,885 | New |
| Fox Run Management, L.L.C. | 18,011 | $1.16M | 0.26% | −20,225−52.9% | Reduced |
| Greenleaf Trust | 18,286 | $1.17M | 0.01% | +57+0.3% | Added |
| Ethic Inc. | 27,073 | $1.18M | 0.03% | −7,038−20.6% | Reduced |