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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 714 | $46.0K | 0.00% | +272+61.5% | Added |
| Creative Financial Designs Inc | 663 | $42.5K | 0.00% | −236−26.3% | Reduced |
| McIlrath & Eck, LLC | 657 | $42.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 642 | $41.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 642 | $41.0K | 0.03% | −170−20.9% | Reduced |
| EverSource Wealth Advisors, LLC | 637 | $40.8K | 0.00% | +30+4.9% | Added |
| Bruce G. Allen Investments, LLC | 603 | $38.7K | 0.03% | +105+21.1% | Added |
| Sound Income Strategies, LLC | 588 | $37.7K | 0.00% | +7+1.2% | Added |
| MV Capital Management, Inc. | 584 | $37.5K | 0.00% | +7+1.2% | Added |
| First Financial Corp | 575 | $36.9K | 0.02% | −111−16.2% | Reduced |
| JNBA Financial Advisors | 573 | $36.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 542 | $34.8K | 0.00% | +35+6.9% | Added |
| IFP Advisors, Inc | 537 | $34.4K | 0.00% | −26−4.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $32.1K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 496 | $31.8K | 0.00% | +1+0.2% | Added |
| First Community Trust NA | 479 | $30.7K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 470 | $30.1K | 0.00% | −4,516−90.6% | Reduced |
| GHP Investment Advisors, Inc. | 392 | $25.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 376 | $24.2K | 0.01% | +1+0.3% | Added |
| Wiser Advisor Group LLC | 373 | $24.0K | 0.04% | +2+0.5% | Added |
| ORG Partners LLC | 358 | $23.0K | 0.00% | −166−31.7% | Reduced |
| Bank & Trust Co | 353 | $22.6K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 350 | $22.4K | 0.01% | +350 | New |
| HBC Financial Services, PLLC | 325 | $21.0K | 0.01% | +2+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 314 | $20.1K | 0.00% | +314 | New |
| Covestor Ltd | 317 | $20.0K | 0.01% | −8−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 317 | $20.0K | 0.00% | +317 | New |
| CVA Family Office, LLC | 310 | $19.9K | 0.00% | −10−3.1% | Reduced |
| Silvant Capital Management LLC | 310 | $19.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $19.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 275 | $17.6K | 0.00% | +275 | New |
| Optimum Investment Advisors | 271 | $17.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $17.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 263 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 259 | $16.6K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 250 | $16.0K | 0.01% | +250 | New |
| Ashton Thomas Securities, LLC | 246 | $15.8K | 0.00% | +246 | New |
| Capital Advisors, Ltd. LLC | 230 | $15.0K | 0.00% | +9+4.1% | Added |
| Meeder Asset Management Inc | 232 | $14.9K | 0.00% | +14+6.4% | Added |
| PFS Partners, LLC | 231 | $14.8K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 230 | $14.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 226 | $14.5K | 0.00% | −297−56.8% | Reduced |
| Hallmark Capital Management Inc | 220 | $14.1K | 0.00% | +220 | New |
| Smithfield Trust Co | 225 | $14.0K | 0.00% | +225 | New |
| Hilltop National Bank | 218 | $14.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 210 | $13.5K | 0.00% | +178+556.3% | Added |
| GW&K Investment Management, LLC | 200 | $13.0K | 0.00% | +144+257.1% | Added |
| Citizens National Bank Trust Department | 194 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 180 | $11.5K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 168 | $11.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 163 | $10.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 155 | $9.94K | 0.00% | +72+86.7% | Added |
| Proequities, Inc. | 153 | $9.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 151 | $9.68K | 0.00% | +80+112.7% | Added |
| Park Place Capital Corp | 146 | $9.36K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $8.85K | 0.00% | +9+7.0% | Added |
| Capital Performance Advisors LLP | 134 | $8.57K | 0.00% | +134 | New |
| Caldwell Sutter Capital, Inc. | 124 | $7.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 119 | $7.63K | 0.00% | +2+1.7% | Added |
| Oarsman Capital, Inc. | 116 | $7.44K | 0.00% | +116 | New |
| Cornerstone Planning Group LLC | 108 | $7.10K | 0.00% | +13+13.7% | Added |
| Baldwin Brothers Inc | 110 | $7.05K | 0.00% | +110 | New |
| TSFG, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 102 | $6.54K | 0.00% | +102 | New |
| Washington Trust Co | 102 | $6.53K | 0.00% | −2−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $6.41K | 0.00% | −23−18.7% | Reduced |
| Red Tortoise LLC | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 100 | $6.41K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 99 | $6.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 94 | $6.03K | 0.00% | −62−39.7% | Reduced |
| Stephens Consulting, LLC | 90 | $5.77K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 87 | $5.58K | 0.00% | +58+200.0% | Added |
| Raffa Wealth Management, LLC | 79 | $5.07K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $5.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 79 | $5.07K | 0.00% | +24+43.6% | Added |
| Trust Co of Vermont | 79 | $5.07K | 0.00% | +79 | New |
| Bokf, NA | 77 | $4.82K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 75 | $4.81K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $4.75K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 73 | $4.68K | 0.00% | +73 | New |
| SRS Capital Advisors, Inc. | 71 | $4.57K | 0.00% | −21−22.8% | Reduced |
| Abound Wealth Management | 66 | $4.24K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $4.11K | 0.00% | −19−22.9% | Reduced |
| Anfield Capital Management, LLC | 64 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $3.91K | 0.00% | +9+17.3% | Added |
| Grove Bank & Trust | 55 | $3.53K | 0.00% | +55 | New |
| Dunhill Financial, LLC | 55 | $3.52K | 0.00% | +25+83.3% | Added |
| Robinswood Financial LLC | 50 | $3.21K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 46 | $2.95K | 0.00% | +46 | New |
| South State Corp. | 45 | $2.89K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $2.86K | 0.00% | +1+2.3% | Added |
| TFC Financial Management | 36 | $2.31K | 0.00% | +2+5.9% | Added |
| Quent Capital, LLC | 32 | $2.05K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 31 | $1.99K | 0.00% | 00.0% | Unchanged |