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Livermore
ZHEN

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, Q1 2025

Institutional positions in Ventas, Inc. as of Mar 31, 2025. 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
808
+61 vs. Q4 2024
Shares held
437.1M
+20.2M (+4.8%) vs. Q4 2024
Total value
$30.1B
+$5.51B (+22.4%) vs. Q4 2024
New holders
127
330 more added
Sold out
66
239 more reduced

15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 808 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 heldQ1 2025: $30.1B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q4 2024.

Institutions holding VTR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
West Branch Capital LLC1$690.00%00.0%Unchanged
GoalVest Advisory LLC3$2060.00%+3New
American Capital Advisory, LLC3$2070.00%+3New
Stonebridge Financial Group, LLC5$3440.00%+5New
Bear Mountain Capital, Inc.5$3530.00%+5New
Halbert Hargrove Global Advisors, LLC6$4130.00%+6New
Valued Wealth Advisors LLC6$4160.00%00.0%Unchanged
Estabrook Capital Management7$4810.00%00.0%Unchanged
Winnow Wealth LLC9$6140.00%+3+50.0%Added
Caitong International Asset Management Co., Ltd9$6190.00%−357−97.5%Reduced
Aspect Partners, LLC9$6190.00%00.0%Unchanged
NVWM, LLC10$6880.00%00.0%Unchanged
Osterweis Capital Management Inc10$6880.00%+10New
Strengthening Families & Communities, LLC11$7560.00%00.0%Unchanged
UMA Financial Services, Inc.11$7570.00%00.0%Unchanged
Asset Dedication, LLC11$7570.00%+11New
Burkett Financial Services, LLC14$9700.00%+14New
Hemington Wealth Management19$1.00K0.00%−4−17.4%Reduced
Colonial Trust Co15$1.03K0.00%−235−94.0%Reduced
Kayne Anderson Rudnick Investment Management LLC15$1.03K0.00%−23−60.5%Reduced
USA Financial Portformulas Corp16$1.10K0.00%−20,060−99.9%Reduced
Financial Network Wealth Advisors LLC17$1.17K0.00%+17New
Greenline Partners, LLC18$1.24K0.00%+18New
Rialto Wealth Management, LLC18$1.24K0.00%+18New
Principia Wealth Advisory, LLC19$1.25K0.00%+9+90.0%Added
Redwood Park Advisors LLC19$1.31K0.00%00.0%Unchanged
Sofos Investments, Inc.20$1.38K0.00%+20New
WealthTrak Capital Management LLC20$1.38K0.00%+10+100.0%Added
HighMark Wealth Management LLC20$1.41K0.00%00.0%Unchanged
Clark Wealth Partners21$1.44K0.00%+2+10.5%Added
Whipplewood Advisors, LLC6$1.58K0.00%−315−98.1%Reduced
CBIZ Investment Advisory Services, LLC24$1.66K0.00%00.0%Unchanged
Continuum Advisory, LLC27$1.86K0.00%−1−3.6%Reduced
Dogwood Wealth Management LLC28$1.93K0.00%+28New
Quest Partners LLC33$2.27K0.00%−97−74.6%Reduced
True Wealth Design, LLC33$2.27K0.00%+33New
TFC Financial Management36$2.48K0.00%00.0%Unchanged
Hughes Financial Services, LLC36$2.49K0.00%+36New
Thurston, Springer, Miller, Herd & Titak, Inc.37$2.54K0.00%+13+54.2%Added
Centerpoint Advisors, LLC39$3.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC46$3.16K0.00%00.0%Unchanged
Financial Management Professionals, Inc.50$3.44K0.00%+21+72.4%Added
Dunhill Financial, LLC55$3.77K0.00%−19−25.7%Reduced
Mowery & Schoenfeld Wealth Management, LLC57$3.95K0.01%−8−12.3%Reduced
Bell Investment Advisors, Inc61$4.20K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.62$4.28K0.00%00.0%Unchanged
Sachetta, LLC63$4.33K0.00%−2−3.1%Reduced
Highline Wealth Partners LLC63$4.34K0.00%+36+133.3%Added
Annis Gardner Whiting Capital Advisors, LLC64$4.40K0.00%00.0%Unchanged
Anfield Capital Management, LLC64$4.40K0.00%00.0%Unchanged
Leonteq Securities AG70$4.84K0.00%+70New
Abound Wealth Management71$4.89K0.00%−9−11.3%Reduced
Salomon & Ludwin, LLC74$5.09K0.00%00.0%Unchanged
Trust Co of Vermont79$5.43K0.00%00.0%Unchanged
Fortitude Family Office, LLC80$5.50K0.00%00.0%Unchanged
High Note Wealth, LLC87$5.98K0.00%+8+10.1%Added
Private Wealth Management Group, LLC90$6.19K0.00%−1−1.1%Reduced
Stephens Consulting, LLC90$6.19K0.00%00.0%Unchanged
ORG Partners LLC91$6.30K0.00%+28+44.4%Added
Plante Moran Financial Advisors, LLC99$6.83K0.00%00.0%Unchanged
Park Square Financial Group, LLC100$6.88K0.01%−100−50.0%Reduced
Red Tortoise LLC100$6.88K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$6.88K0.00%00.0%Unchanged
Raffa Wealth Management, LLC101$6.95K0.00%00.0%Unchanged
TSFG, LLC109$7.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph103$7.00K0.00%+103New
Activest Wealth Management103$7.08K0.00%+98+1,960.0%Added
WPG Advisers, LLC106$7.29K0.01%+80+307.7%Added
Grove Bank & Trust107$7.36K0.00%00.0%Unchanged
Washington Trust Co110$7.58K0.00%+8+7.8%Added
Marshall & Sterling Wealth Advisors Inc.117$8.04K0.01%+117New
Sierra Ocean, LLC117$8.05K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.124$8.53K0.00%00.0%Unchanged
Hantz Financial Services, Inc.138$9.00K0.00%+2+1.5%Added
Cornerstone Planning Group LLC133$9.11K0.00%+12+9.9%Added
Key Financial Inc138$9.49K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.143$9.83K0.00%+1+0.7%Added
Meeder Asset Management Inc145$9.97K0.00%−72−33.2%Reduced
Park Place Capital Corp146$10.0K0.00%00.0%Unchanged
St Germain D J Co Inc150$10.3K0.00%−300−66.7%Reduced
SJS Investment Consulting Inc.157$10.8K0.00%00.0%Unchanged
NewSquare Capital LLC161$11.1K0.00%+142+747.4%Added
Addison Advisors LLC163$11.2K0.00%00.0%Unchanged
Saudi Central Bank165$11.3K0.06%+165New
Gen-Wealth Partners Inc168$11.6K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC178$12.2K0.00%+178New
Bartlett & Co. Wealth Management LLC190$13.2K0.00%+2+1.1%Added
Citizens National Bank Trust Department194$13.3K0.00%00.0%Unchanged
Smithfield Trust Co225$15.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC216$15.0K0.00%+12+5.9%Added
Hallmark Capital Management Inc220$15.1K0.00%00.0%Unchanged
Atlantic Trust, LLC226$15.5K0.00%+226New
Dynamic Wealth Strategies, LLC226$15.5K0.01%+226New
Syntax Research, Inc.230$15.8K0.01%00.0%Unchanged
AdvisorNet Financial, Inc230$15.8K0.00%+145+170.6%Added
Bellevue Asset Management, LLC230$15.8K0.01%−148−39.2%Reduced
PFS Partners, LLC231$15.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC235$16.0K0.00%+5+2.2%Added
Cape Investment Advisory, Inc.261$17.9K0.01%00.0%Unchanged
West Paces Advisors Inc.263$18.1K0.00%00.0%Unchanged