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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, Q4 2024

Institutional positions in Ventas, Inc. as of Dec 31, 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
762
+45 vs. Q3 2024
Shares held
421.5M
+22.1M (+5.5%) vs. Q3 2024
Total value
$24.8B
−$759.6M (−3.0%) vs. Q3 2024
New holders
118
306 more added
Sold out
73
229 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 762 institutions
Q1 2021: 633 institutionsQ2 2021: 648 institutionsQ3 2021: 630 institutionsQ4 2021: 635 institutionsQ1 2022: 660 institutionsQ2 2022: 647 institutionsQ3 2022: 614 institutionsQ4 2022: 625 institutionsQ1 2023: 620 institutionsQ2 2023: 632 institutionsQ3 2023: 613 institutionsQ4 2023: 661 institutionsQ1 2024: 651 institutionsQ2 2024: 696 institutionsQ3 2024: 726 institutionsQ4 2024: 762 institutionsQ1 2025: 808 institutionsQ2 2025: 800 institutionsQ3 2025: 827 institutionsQ4 2025: 930 institutionsQ1 2026: 934 institutionsQ2 2026: 956 institutions
Value heldQ4 2024: $24.8B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $20.7BQ4 2021: $19.3BQ1 2022: $23.1BQ2 2022: $19.2BQ3 2022: $14.9BQ4 2022: $17.2BQ1 2023: $16.3BQ2 2023: $18.0BQ3 2023: $16.0BQ4 2023: $18.9BQ1 2024: $16.6BQ2 2024: $19.8BQ3 2024: $25.6BQ4 2024: $24.8BQ1 2025: $30.1BQ2 2025: $28.2BQ3 2025: $31.5BQ4 2025: $37.7BQ1 2026: $40.7BQ2 2026: $46.4B
Institutions holding VTR and their total value by quarter
QuarterHoldersValue
Q2 2026956$46.4B
Q1 2026934$40.7B
Q4 2025930$37.7B
Q3 2025827$31.5B
Q2 2025800$28.2B
Q1 2025808$30.1B
Q4 2024762$24.8B
Q3 2024726$25.6B
Q2 2024696$19.8B
Q1 2024651$16.6B
Q4 2023661$18.9B
Q3 2023613$16.0B
Q2 2023632$18.0B
Q1 2023620$16.3B
Q4 2022625$17.2B
Q3 2022614$14.9B
Q2 2022647$19.2B
Q1 2022660$23.1B
Q4 2021635$19.3B
Q3 2021630$20.7B
Q2 2021648$20.1B
Q1 2021633$18.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2024.

Institutions holding VTR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sandy Spring Bank0$190.00%0New
REAP Financial Group, LLC1$290.00%+1New
West Branch Capital LLC1$590.00%00.0%Unchanged
Activest Wealth Management5$2940.00%+5New
Winnow Wealth LLC6$3500.00%+6New
Hexagon Capital Partners LLC6$3530.00%00.0%Unchanged
Valued Wealth Advisors LLC6$3570.00%00.0%Unchanged
Estabrook Capital Management7$4120.00%00.0%Unchanged
Nemes Rush Group LLC8$4710.00%+8New
Aspect Partners, LLC9$5300.00%00.0%Unchanged
NVWM, LLC10$5890.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$5890.00%+10New
WealthTrak Capital Management LLC10$5890.00%+10New
UMA Financial Services, Inc.11$6480.00%+11New
Cassady Schiller Wealth Management, LLC13$7660.00%+13New
Synergy Financial Management, LLC13$8340.00%+13New
Riverview Trust Co15$8830.00%00.0%Unchanged
MCF Advisors LLC16$9430.00%00.0%Unchanged
Hemington Wealth Management23$1.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC11$1.00K0.00%00.0%Unchanged
NewSquare Capital LLC19$1.12K0.00%+19New
Redwood Park Advisors LLC19$1.12K0.00%+19New
Clark Wealth Partners19$1.12K0.00%+19New
Financial Gravity Companies, Inc.20$1.18K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.21K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.24$1.41K0.00%−720−96.8%Reduced
CBIZ Investment Advisory Services, LLC24$1.42K0.00%+24New
Larson Financial Group LLC26$1.53K0.00%+16+160.0%Added
WPG Advisers, LLC26$1.53K0.00%+26New
Highline Wealth Partners LLC27$1.59K0.00%+4+17.4%Added
Continuum Advisory, LLC28$1.65K0.00%00.0%Unchanged
Financial Management Professionals, Inc.29$1.71K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC31$1.83K0.00%00.0%Unchanged
Conquis Financial LLC33$1.94K0.00%+33New
Centerpoint Advisors, LLC39$2.00K0.00%00.0%Unchanged
TFC Financial Management36$2.12K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC38$2.29K0.00%+23+153.3%Added
Quent Capital, LLC40$2.36K0.00%+8+25.0%Added
Kestra Investment Management, LLC41$2.40K0.00%+41New
South State Corp.45$2.65K0.00%00.0%Unchanged
WR Wealth Planners, LLC45$2.65K0.00%+29+181.3%Added
HHM Wealth Advisors, LLC46$2.71K0.00%+46New
Hall Laurie J Trustee50$3.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC55$3.00K0.00%−3−5.2%Reduced
CarsonAllaria Wealth Management, Ltd.54$3.23K0.00%−1,908−97.2%Reduced
Bell Investment Advisors, Inc61$3.59K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.62$3.65K0.00%−38−38.0%Reduced
Quest 10 Wealth Builders, Inc.62$3.66K0.00%+62New
ORG Partners LLC63$3.71K0.00%−295−82.4%Reduced
Anfield Capital Management, LLC64$3.77K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC64$3.79K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC65$3.83K0.01%+65New
Sachetta, LLC65$3.83K0.00%−115−63.9%Reduced
Raleigh Capital Management Inc.69$4.06K0.00%−10−12.7%Reduced
Bokf, NA73$4.19K0.00%−4−5.2%Reduced
Salomon & Ludwin, LLC74$4.36K0.00%00.0%Unchanged
Dunhill Financial, LLC74$4.38K0.00%+19+34.5%Added
Trust Co of Vermont79$4.65K0.00%00.0%Unchanged
High Note Wealth, LLC79$4.65K0.00%+79New
Fortitude Family Office, LLC80$4.71K0.00%+1+1.3%Added
Abound Wealth Management80$4.71K0.00%+14+21.2%Added
AdvisorNet Financial, Inc85$5.01K0.00%−66−43.7%Reduced
Stephens Consulting, LLC90$5.30K0.00%00.0%Unchanged
Private Wealth Management Group, LLC91$5.36K0.00%−28−23.5%Reduced
Plante Moran Financial Advisors, LLC99$5.85K0.00%00.0%Unchanged
Red Tortoise LLC100$5.89K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$5.89K0.00%+100New
Raffa Wealth Management, LLC101$5.95K0.00%+22+27.8%Added
TSFG, LLC109$6.00K0.00%00.0%Unchanged
Washington Trust Co102$6.04K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC105$6.16K0.00%+105New
Grove Bank & Trust107$6.30K0.00%+52+94.5%Added
Oarsman Capital, Inc.116$6.83K0.00%00.0%Unchanged
Sierra Ocean, LLC117$6.89K0.01%+117New
Financial Life Planners119$7.03K0.01%+119New
Caldwell Sutter Capital, Inc.124$7.30K0.00%00.0%Unchanged
Cornerstone Planning Group LLC121$7.50K0.00%+13+12.0%Added
Quest Partners LLC130$7.66K0.00%+130New
Hantz Financial Services, Inc.136$8.00K0.00%00.0%Unchanged
Key Financial Inc138$8.13K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.142$8.36K0.00%+97+215.6%Added
Park Place Capital Corp146$8.60K0.00%00.0%Unchanged
SJS Investment Consulting Inc.157$9.25K0.00%+157New
Addison Advisors LLC163$9.60K0.00%00.0%Unchanged
Gen-Wealth Partners Inc168$9.89K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC188$11.2K0.00%+188New
Zions Bancorporation, N.A.192$11.3K0.00%+98+104.3%Added
Citizens National Bank Trust Department194$11.4K0.00%00.0%Unchanged
Park Square Financial Group, LLC200$11.8K0.01%+200New
GW&K Investment Management, LLC204$12.0K0.00%+4+2.0%Added
Meeder Asset Management Inc217$12.8K0.00%−15−6.5%Reduced
Hilltop National Bank218$12.8K0.00%00.0%Unchanged
Hallmark Capital Management Inc220$13.0K0.00%00.0%Unchanged
Smithfield Trust Co225$13.0K0.00%00.0%Unchanged
Private Trust Co NA226$13.3K0.00%00.0%Unchanged
Syntax Research, Inc.230$13.5K0.01%00.0%Unchanged
PFS Partners, LLC231$13.6K0.01%00.0%Unchanged
Venturi Wealth Management, LLC232$13.7K0.00%+22+10.5%Added
Clearstead Advisors, LLC235$13.9K0.00%−307−56.6%Reduced
Capital Advisors, Ltd. LLC230$14.0K0.00%00.0%Unchanged