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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 8,549 | $548.2K | 0.00% | −395−4.4% | Reduced |
| CWM, LLC | 8,532 | $547.0K | 0.00% | +711+9.1% | Added |
| Perpetual Ltd | 8,490 | $544.5K | 0.01% | +8,490 | New |
| Groupama Asset Managment | – | $542.3K | 0.01% | – | – |
| Swiss Life Asset Management Ltd | 8,361 | $535.6K | 0.01% | +8,361 | New |
| Koshinski Asset Management, Inc. | 8,286 | $531.4K | 0.05% | +583+7.6% | Added |
| Naples Global Advisors, LLC | 8,164 | $523.6K | 0.05% | −450−5.2% | Reduced |
| Assenagon Asset Management S.A. | 8,163 | $523.5K | 0.00% | +2,719+49.9% | Added |
| Contravisory Investment Management, Inc. | 8,155 | $523.0K | 0.11% | +8,155 | New |
| Signaturefd, LLC | 8,120 | $520.7K | 0.01% | +165+2.1% | Added |
| Ritholtz Wealth Management | 8,120 | $520.7K | 0.02% | +8,120 | New |
| Whittier Trust Co | 8,115 | $520.4K | 0.01% | +250+3.2% | Added |
| Mutual Advisors, LLC | 7,840 | $517.1K | 0.02% | −10−0.1% | Reduced |
| Shell Asset Management Co | 7,842 | $503.0K | 0.02% | +7,842 | New |
| Carmel Capital Partners, LLC | 7,752 | $497.1K | 0.19% | +641+9.0% | Added |
| PFG Investments, LLC | 7,649 | $490.5K | 0.03% | −1,763−18.7% | Reduced |
| Balboa Wealth Partners | 7,617 | $488.5K | 0.12% | +2,347+44.5% | Added |
| GAMMA Investing LLC | 7,349 | $471.3K | 0.05% | +906+14.1% | Added |
| Capital Square, LLC | 7,243 | $464.5K | 0.28% | −4,022−35.7% | Reduced |
| Glenmede Trust Co NA | 7,203 | $461.9K | 0.00% | −112−1.5% | Reduced |
| Sherbrooke Park Advisers LLC | 7,163 | $459.4K | 0.11% | +7,163 | New |
| Baird Financial Group, Inc. | 7,106 | $455.7K | 0.00% | −2,326−24.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,089 | $454.6K | 0.00% | +126+1.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,035 | $451.1K | 0.07% | −300−4.1% | Reduced |
| Empowered Funds, LLC | 7,040 | $448.3K | 0.01% | +748+11.9% | Added |
| Capstone Investment Advisors, LLC | 6,980 | $447.6K | 0.01% | −168−2.4% | Reduced |
| Cypress Capital Group | 6,913 | $443.3K | 0.05% | −55−0.8% | Reduced |
| Wesbanco Bank Inc | 6,758 | $433.4K | 0.01% | −17−0.3% | Reduced |
| Bessemer Group Inc | 6,638 | $426.0K | 0.00% | +272+4.3% | Added |
| NorthRock Partners, LLC | 6,520 | $418.1K | 0.01% | +123+1.9% | Added |
| Vestmark Advisory Solutions, Inc. | 6,510 | $417.5K | 0.02% | +6,510 | New |
| Ronald Blue Trust, Inc. | 8,127 | $416.6K | 0.01% | +5,222+179.8% | Added |
| HighPoint Advisor Group LLC | 6,463 | $414.9K | 0.02% | +76+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 6,448 | $413.5K | 0.00% | +407+6.7% | Added |
| Congress Wealth Management LLC | 6,400 | $410.4K | 0.01% | +6,400 | New |
| CIBC Private Wealth Group, LLC | 6,348 | $407.1K | 0.00% | −550−8.0% | Reduced |
| Parcion Private Wealth LLC | 6,339 | $406.5K | 0.03% | −4−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,300 | $404.0K | 0.07% | −450−6.7% | Reduced |
| Coldstream Capital Management Inc | 6,177 | $396.3K | 0.01% | +608+10.9% | Added |
| Integrated Wealth Concepts LLC | 6,169 | $395.6K | 0.00% | −526−7.9% | Reduced |
| Two Sigma Securities, LLC | 6,095 | $390.9K | 0.03% | +6,095 | New |
| Glenview Trust Co | 6,093 | $390.7K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,968 | $387.0K | 0.03% | −141−2.3% | Reduced |
| Grassi Investment Management | 6,000 | $385.0K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 6,000 | $384.8K | 0.12% | −2,000−25.0% | Reduced |
| IHT Wealth Management, LLC | 5,974 | $382.8K | 0.01% | +1,541+34.8% | Added |
| Net Worth Advisory Group | 5,965 | $382.5K | 0.11% | +5,965 | New |
| Hennion & Walsh Asset Management, Inc. | 5,908 | $378.9K | 0.02% | −99−1.6% | Reduced |
| Summit Place Financial Advisors, LLC | 5,900 | $378.4K | 0.21% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,850 | $375.2K | 0.03% | −22,800−79.6% | Reduced |
| V-Square Quantitative Management LLC | 5,832 | $374.0K | 0.05% | +217+3.9% | Added |
| North Star Investment Management Corp. | 5,674 | $363.9K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,639 | $361.6K | 0.01% | +203+3.7% | Added |
| Horizon Investments, LLC | 5,609 | $357.2K | 0.01% | −321−5.4% | Reduced |
| Prestige Wealth Management Group LLC | 5,508 | $353.2K | 0.07% | +5,117+1,308.7% | Added |
| Pitcairn Co | 5,465 | $350.5K | 0.02% | +1,499+37.8% | Added |
| Roman Butler Fullerton & Co | 5,434 | $349.3K | 0.11% | +232+4.5% | Added |
| Fifth Third Wealth Advisors LLC | 5,443 | $349.0K | 0.02% | +1,615+42.2% | Added |
| Vista Investment Management | 5,412 | $347.1K | 0.13% | −142−2.6% | Reduced |
| West Oak Capital, LLC | 5,405 | $346.6K | 0.06% | +600+12.5% | Added |
| Patten Group, Inc. | 5,390 | $345.7K | 0.08% | −3,609−40.1% | Reduced |
| Warwick Investment Management, Inc. | 5,386 | $345.4K | 0.08% | +122+2.3% | Added |
| Wolverine Asset Management LLC | 5,300 | $339.9K | 0.01% | +5,300 | New |
| Ellevest, Inc. | 5,273 | $338.2K | 0.02% | +14+0.3% | Added |
| Hilltop Wealth Advisors, LLC | 5,230 | $335.4K | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 5,170 | $331.6K | 0.00% | +789+18.0% | Added |
| Integrated Advisors Network LLC | 5,110 | $327.7K | 0.02% | −122−2.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,105 | $327.4K | 0.03% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $326.8K | 0.08% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,087 | $326.3K | 0.00% | +1,048+25.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,080 | $325.8K | 0.02% | +4,400+647.1% | Added |
| Resources Investment Advisors, LLC. | 5,070 | $325.1K | 0.00% | +298+6.2% | Added |
| Cetera Trust Company, N.A | 5,025 | $322.3K | 0.20% | −75−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 5,014 | $321.6K | 0.04% | +811+19.3% | Added |
| Buckingham Strategic Partners | 4,870 | $312.3K | 0.01% | −574−10.5% | Reduced |
| Prudent Man Advisors, LLC | 4,851 | $311.1K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,845 | $310.7K | 0.03% | +4,845 | New |
| Walleye Capital LLC | 4,829 | $309.7K | 0.00% | −8,994−65.1% | Reduced |
| J.W. Cole Advisors, Inc. | 4,796 | $307.6K | 0.01% | +699+17.1% | Added |
| Prudential PLC | 4,793 | $307.4K | 0.00% | −5,778−54.7% | Reduced |
| Farmers Trust Co | 4,645 | $297.9K | 0.06% | −67−1.4% | Reduced |
| Cercano Management LLC | 4,610 | $295.6K | 0.01% | +4,610 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,568 | $293.0K | 0.01% | +4,568 | New |
| Principal Securities, Inc. | 4,540 | $291.2K | 0.01% | +378+9.1% | Added |
| Coppell Advisory Solutions LLC | 4,543 | $290.0K | 0.04% | +427+10.4% | Added |
| Sequoia Financial Advisors, LLC | 4,505 | $288.9K | 0.00% | +147+3.4% | Added |
| Raymond James Trust N.A. | 4,497 | $288.4K | 0.01% | +309+7.4% | Added |
| Foresight Group Ltd Liability Partnership | 6,000 | $285.7K | 0.55% | +6,000 | New |
| Siemens Fonds Invest GmbH | 4,335 | $278.0K | 0.02% | 00.0% | Unchanged |
| True North Advisors, LLC | 4,300 | $275.8K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,260 | $273.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,203 | $269.6K | 0.00% | −46−1.1% | Reduced |
| Atomi Financial Group, Inc. | 4,196 | $269.1K | 0.02% | +4,196 | New |
| Cigna Investments Inc | 4,195 | $269.0K | 0.05% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,190 | $268.7K | 0.07% | +34+0.8% | Added |
| Lindbrook Capital, LLC | 4,139 | $265.4K | 0.02% | −14−0.3% | Reduced |
| Snowden Capital Advisors LLC | 4,074 | $261.2K | 0.01% | +112+2.8% | Added |
| Diversified Trust Co | 4,057 | $260.2K | 0.01% | +18+0.4% | Added |
| Brown Advisory Inc | 4,043 | $259.2K | 0.00% | −232−5.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,034 | $258.7K | 0.07% | +4,034 | New |