Skip to main content

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
Steward Partners Investment Advisory, LLC2,650$156.1K0.00%+44+1.7%Added
Smartleaf Asset Management LLC2,703$158.2K0.02%+883+48.5%Added
Exchange Traded Concepts, LLC2,740$161.4K0.00%+163+6.3%Added
Allworth Financial LP2,810$164.0K0.00%+962+52.1%Added
Farther Finance Advisors, LLC2,806$165.3K0.01%−452−13.9%Reduced
Quadrant Capital Group LLC3,171$186.9K0.01%+188+6.3%Added
Eastern Bank3,308$194.8K0.00%+200+6.4%Added
Parallel Advisors, LLC3,315$195.2K0.00%−42−1.3%Reduced
Lido Advisors, LLC3,467$205.7K0.00%−215−5.8%Reduced
Prosperity Consulting Group, LLC3,513$206.9K0.02%+10+0.3%Added
Warren Averett Asset Management, LLC3,558$209.5K0.00%+3,558New
Syon Capital LLC3,603$212.2K0.02%−87−2.4%Reduced
Checchi Capital Advisers, LLC3,625$213.5K0.02%00.0%Unchanged
Summitry LLC3,656$215.3K0.01%+38+1.1%Added
Lake Street Advisors Group, LLC3,716$220.5K0.01%−175−4.5%Reduced
Morningstar Investment Management LLC3,751$221.0K0.02%+316+9.2%Added
Sheaff Brock Investment Advisors, LLC3,760$221.4K0.02%00.0%Unchanged
Garrett Wealth Advisory Group, LLC3,812$224.5K0.05%−378−9.0%Reduced
Atria Wealth Solutions, Inc.3,864$227.6K0.00%+9+0.2%Added
PFG Investments, LLC3,869$227.8K0.01%−3,780−49.4%Reduced
Teacher Retirement System of Texas3,882$229.0K0.00%−57,133−93.6%Reduced
Coppell Advisory Solutions LLC3,920$229.4K0.03%−623−13.7%Reduced
GTS Securities LLC3,907$230.1K0.01%−6,760−63.4%Reduced
NJ State Employees Deferred Compensation Plan3,933$231.6K0.03%00.0%Unchanged
Savant Capital, LLC3,937$231.8K0.00%+3,937New
Weybosset Research & Management LLC3,950$233.0K0.08%00.0%Unchanged
West Family Investments, Inc.3,966$233.6K0.08%−56−1.4%Reduced
Planned Solutions, Inc.3,977$234.2K0.10%00.0%Unchanged
Diversified Trust Co3,988$234.9K0.01%−69−1.7%Reduced
Bank of Stockton4,000$235.6K0.07%−2,000−33.3%Reduced
Meeder Advisory Services, Inc.4,013$236.3K0.01%+4,013New
Legacy Wealth Asset Management, LLC4,062$239.2K0.07%+28+0.7%Added
Ronald Blue Trust, Inc.4,073$239.9K0.00%−4,054−49.9%Reduced
Cigna Investments Inc4,092$240.0K0.04%−103−2.5%Reduced
Foundations Investment Advisors, LLC4,136$243.6K0.00%+304+7.9%Added
Brown Advisory Inc4,138$243.7K0.00%+95+2.3%Added
Stratos Wealth Partners, LTD.4,148$244.3K0.00%−55−1.3%Reduced
Camden Capital, LLC4,153$244.6K0.03%+158+4.0%Added
Ameritas Investment Partners, Inc.4,260$250.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC4,275$251.8K0.02%+136+3.3%Added
Comprehensive Money Management Services LLC4,290$252.6K0.21%+4,290New
Buckingham Strategic Partners4,300$253.2K0.00%−570−11.7%Reduced
True North Advisors, LLC4,300$253.2K0.06%00.0%Unchanged
Siemens Fonds Invest GmbH4,335$253.6K0.03%00.0%Unchanged
Blackhawk Capital Partners LLC.4,316$254.2K0.13%+683+18.8%Added
Farmers Trust Co4,342$255.7K0.05%−303−6.5%Reduced
Commerzbank Aktiengesellschaft4,359$256.0K0.01%−4,495−50.8%Reduced
Whittier Trust Co of Nevada Inc4,452$262.1K0.01%+4,445+63,500.0%Added
IHT Wealth Management, LLC4,462$262.8K0.01%−1,512−25.3%Reduced
Harvest Fund Management Co., Ltd4,496$265.0K0.01%−9,852−68.7%Reduced
Alethea Capital Management, LLC4,515$265.9K0.23%+4,515New
Cercano Management LLC4,610$271.5K0.01%00.0%Unchanged
Sage Mountain Advisors LLC4,674$275.3K0.02%−171−3.5%Reduced
Glenview Trust Co4,693$276.4K0.01%−1,400−23.0%Reduced
Atomi Financial Group, Inc.4,695$276.5K0.01%+499+11.9%Added
PharVision Advisers, LLC4,718$277.8K0.23%+4,718New
Cetera Trust Company, N.A4,775$281.2K0.18%−250−5.0%Reduced
J.W. Cole Advisors, Inc.4,792$282.2K0.01%−4−0.1%Reduced
Prudential PLC4,793$282.3K0.00%00.0%Unchanged
Stephens Inc4,903$288.8K0.00%−267−5.2%Reduced
Prudent Man Advisors, LLC4,954$291.7K0.11%+103+2.1%Added
KPP Advisory Services LLC4,960$292.1K0.07%+4,960New
Hilltop Wealth Advisors, LLC4,969$292.6K0.15%−261−5.0%Reduced
Avestar Capital, LLC5,000$294.6K0.03%+5,000New
Resources Investment Advisors, LLC.5,064$298.2K0.00%−6−0.1%Reduced
Advus Financial Partners, LLC5,078$299.0K0.08%+5,078New
Riverpoint Wealth Management Holdings, LLC5,096$300.1K0.08%00.0%Unchanged
Principal Securities, Inc.5,102$300.5K0.01%+562+12.4%Added
Edgemoor Investment Advisors, Inc.5,105$300.6K0.03%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt5,080$301.1K0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC5,166$304.3K0.00%+661+14.7%Added
Personal Cfo Solutions, LLC5,186$305.4K0.06%+172+3.4%Added
Boston Private Wealth LLC5,207$306.6K0.01%+5,207New
Corton Capital Inc.5,229$307.9K0.18%+5,229New
EverSource Wealth Advisors, LLC5,267$310.2K0.02%+4,630+726.8%Added
Jefferies Financial Group Inc.5,310$312.7K0.00%+5,310New
North Star Investment Management Corp.5,360$315.6K0.02%−314−5.5%Reduced
Vista Investment Management5,390$317.4K0.12%−22−0.4%Reduced
Fifth Third Wealth Advisors LLC5,399$317.9K0.02%−44−0.8%Reduced
West Oak Capital, LLC5,405$318.3K0.11%00.0%Unchanged
Farringdon Capital, Ltd.5,486$323.1K0.13%+5,486New
Roman Butler Fullerton & Co5,258$325.0K0.10%−176−3.2%Reduced
Integrated Advisors Network LLC5,536$326.0K0.02%+426+8.3%Added
Horizon Investments, LLC5,682$334.6K0.01%+73+1.3%Added
Bleakley Financial Group, LLC5,759$339.2K0.01%+120+2.1%Added
V-Square Quantitative Management LLC5,772$339.9K0.05%−60−1.0%Reduced
HB Wealth Management, LLC5,812$342.3K0.00%+725+14.3%Added
Atom Investors LP5,844$344.2K0.04%+2,420+70.7%Added
Capital Square, LLC5,667$344.7K0.20%−1,576−21.8%Reduced
Summit Place Financial Advisors, LLC5,900$347.5K0.20%00.0%Unchanged
Essex Financial Services, Inc.5,959$350.9K0.02%−9−0.2%Reduced
Grassi Investment Management6,000$353.0K0.03%00.0%Unchanged
Wexford Capital LP6,000$353.3K0.09%+6,000New
NorthRock Partners, LLC5,974$354.5K0.01%−546−8.4%Reduced
CAPROCK Group, Inc.6,054$359.4K0.01%+2,565+73.5%Added
Stevens Capital Management LP6,121$360.0K0.14%+6,121New
Prestige Wealth Management Group LLC6,092$361.5K0.08%+584+10.6%Added
Integrated Wealth Concepts LLC6,162$362.9K0.00%−7−0.1%Reduced
Los Angeles Capital Management LLC6,180$363.9K0.00%−2,611−29.7%Reduced
Walleye Capital LLC6,197$364.9K0.00%+1,368+28.3%Added