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
- 761
- +44 vs. Q3 2024
- Shares held
- 421.5M
- +22.1M (+5.5%) vs. Q3 2024
- Total value
- $24.8B
- −$759.9M (−3.0%) vs. Q3 2024
- New holders
- 117
- 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1,144 | $67.0K | 0.00% | +1,144 | New |
| Quarry LP | 1,114 | $65.6K | 0.01% | +1,114 | New |
| Longview Financial Advisors LLC | 1,026 | $60.4K | 0.04% | +1,026 | New |
| Mendota Financial Group, LLC | 1,013 | $59.7K | 0.04% | −1,130−52.7% | Reduced |
| Logan Capital Management Inc | 1,000 | $58.9K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,000 | $58.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 975 | $57.4K | 0.01% | +239+32.5% | Added |
| Geneos Wealth Management Inc. | 949 | $55.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 944 | $55.6K | 0.01% | +4+0.4% | Added |
| TD Private Client Wealth LLC | 922 | $54.3K | 0.00% | −67−6.8% | Reduced |
| Harbor Investment Advisory, LLC | 885 | $52.1K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 868 | $51.1K | 0.01% | +114+15.1% | Added |
| Lazard Asset Management LLC | 837 | $49.0K | 0.00% | +90+12.0% | Added |
| GWM Advisors LLC | 829 | $48.8K | 0.00% | +4+0.5% | Added |
| Transce3nd, LLC | 812 | $47.8K | 0.02% | +812 | New |
| SRS Capital Advisors, Inc. | 809 | $47.7K | 0.00% | +738+1,039.4% | Added |
| Deseret Mutual Benefit Administrators | 788 | $46.4K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 765 | $45.1K | 0.01% | −17−2.2% | Reduced |
| Hollencrest Capital Management | 764 | $45.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 717 | $42.0K | 0.00% | +3+0.4% | Added |
| New Wave Wealth Advisors LLC | 700 | $41.2K | 0.02% | +700 | New |
| Creative Financial Designs Inc | 663 | $39.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 657 | $38.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 656 | $38.6K | 0.03% | +53+8.8% | Added |
| Promus Capital, LLC | 649 | $38.2K | 0.03% | +649 | New |
| Manchester Capital Management LLC | 642 | $37.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 640 | $37.7K | 0.00% | +103+19.2% | Added |
| Sound Income Strategies, LLC | 588 | $34.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 587 | $34.6K | 0.00% | +3+0.5% | Added |
| JNBA Financial Advisors | 573 | $33.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 527 | $31.0K | 0.00% | +210+66.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 479 | $28.2K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 468 | $27.6K | 0.00% | −2−0.4% | Reduced |
| St Germain D J Co Inc | 450 | $26.5K | 0.00% | +450 | New |
| Crowley Wealth Management, Inc. | 393 | $23.1K | 0.02% | +393 | New |
| GHP Investment Advisors, Inc. | 392 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 378 | $22.3K | 0.01% | +2+0.5% | Added |
| Wiser Advisor Group LLC | 376 | $22.1K | 0.03% | +3+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 366 | $21.6K | 0.02% | +366 | New |
| First Financial Corp | 353 | $20.8K | 0.01% | −222−38.6% | Reduced |
| Bank & Trust Co | 353 | $20.8K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 325 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 330 | $19.0K | 0.01% | +13+4.1% | Added |
| Whipplewood Advisors, LLC | 321 | $18.9K | 0.01% | +321 | New |
| Elequin Capital LP | 318 | $18.7K | 0.00% | −503−61.3% | Reduced |
| CVA Family Office, LLC | 318 | $18.7K | 0.00% | +8+2.6% | Added |
| Brown Brothers Harriman & Co | 313 | $18.4K | 0.00% | +226+259.8% | Added |
| Silvant Capital Management LLC | 310 | $18.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $17.7K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 276 | $16.7K | 0.01% | +276 | New |
| Bryn Mawr Trust Co | 275 | $16.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 271 | $15.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $15.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 266 | $15.5K | 0.00% | +113+73.9% | Added |
| West Paces Advisors Inc. | 263 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 261 | $15.4K | 0.01% | +2+0.8% | Added |
| Versant Capital Management, Inc | 261 | $15.4K | 0.00% | +254+3,628.6% | Added |
| Colonial Trust Co | 250 | $14.7K | 0.00% | +243+3,471.4% | Added |
| Game Plan Financial Advisors, LLC | 250 | $14.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 230 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 235 | $13.9K | 0.00% | −307−56.6% | Reduced |
| Venturi Wealth Management, LLC | 232 | $13.7K | 0.00% | +22+10.5% | Added |
| PFS Partners, LLC | 231 | $13.6K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 230 | $13.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 226 | $13.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 220 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 218 | $12.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 217 | $12.8K | 0.00% | −15−6.5% | Reduced |
| GW&K Investment Management, LLC | 204 | $12.0K | 0.00% | +4+2.0% | Added |
| Park Square Financial Group, LLC | 200 | $11.8K | 0.01% | +200 | New |
| Citizens National Bank Trust Department | 194 | $11.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 192 | $11.3K | 0.00% | +98+104.3% | Added |
| Bartlett & Co. Wealth Management LLC | 188 | $11.2K | 0.00% | +188 | New |
| Gen-Wealth Partners Inc | 168 | $9.89K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 163 | $9.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 157 | $9.25K | 0.00% | +157 | New |
| Park Place Capital Corp | 146 | $8.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 142 | $8.36K | 0.00% | +97+215.6% | Added |
| Key Financial Inc | 138 | $8.13K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 130 | $7.66K | 0.00% | +130 | New |
| Cornerstone Planning Group LLC | 121 | $7.50K | 0.00% | +13+12.0% | Added |
| Caldwell Sutter Capital, Inc. | 124 | $7.30K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 119 | $7.03K | 0.01% | +119 | New |
| Sierra Ocean, LLC | 117 | $6.89K | 0.01% | +117 | New |
| Oarsman Capital, Inc. | 116 | $6.83K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 107 | $6.30K | 0.00% | +52+94.5% | Added |
| Vista Private Wealth Partners. LLC | 105 | $6.16K | 0.00% | +105 | New |
| Washington Trust Co | 102 | $6.04K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 101 | $5.95K | 0.00% | +22+27.8% | Added |
| Red Tortoise LLC | 100 | $5.89K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $5.89K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 99 | $5.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 91 | $5.36K | 0.00% | −28−23.5% | Reduced |
| Stephens Consulting, LLC | 90 | $5.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $5.01K | 0.00% | −66−43.7% | Reduced |