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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 3,020 | $207.6K | 0.13% | +3,020 | New |
| International Assets Investment Management, LLC | 3,024 | $207.9K | 0.02% | +3,024 | New |
| Umb Bank N A | 3,052 | $209.9K | 0.00% | +478+18.6% | Added |
| Allworth Financial LP | 3,105 | $212.4K | 0.00% | +295+10.5% | Added |
| Natural Investments, LLC | 3,111 | $213.0K | 0.06% | +3,111 | New |
| Sagespring Wealth Partners, LLC | 3,114 | $214.1K | 0.01% | +3,114 | New |
| Sowell Financial Services LLC | 3,130 | $215.2K | 0.01% | +3,130 | New |
| IFG Advisory, LLC | 3,157 | $217.1K | 0.01% | +3,157 | New |
| Synovus Financial Corp | 3,163 | $217.4K | 0.00% | +3,163 | New |
| Longboard Asset Management, LP | 3,165 | $217.6K | 0.64% | +3,165 | New |
| Congress Wealth Management LLC | 3,200 | $220.0K | 0.00% | +3,200 | New |
| Fiduciary Trust Co | 3,240 | $222.8K | 0.00% | +3,240 | New |
| CX Institutional | 3,257 | $224.0K | 0.01% | +3,257 | New |
| Hilltop Wealth Advisors, LLC | 3,269 | $224.8K | 0.13% | −1,700−34.2% | Reduced |
| Waterloo Capital, L.P. | 3,274 | $225.1K | 0.02% | +3,274 | New |
| Group One Trading, L.P. | 3,285 | $225.9K | 0.01% | +3,285 | New |
| Summit Financial, LLC | 3,291 | $226.3K | 0.01% | +3,291 | New |
| Eastern Bank | 3,308 | $227.5K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,308 | $227.5K | 0.01% | +3,308 | New |
| Gilliland Jeter Wealth Management LLC | 3,323 | $228.5K | 0.08% | +3,323 | New |
| Camelot Portfolios, LLC | 3,330 | $229.0K | 0.14% | +3,330 | New |
| Prime Capital Investment Advisors, LLC | 3,337 | $229.5K | 0.00% | +3,337 | New |
| Global Assets Advisory, LLC | 3,601 | $232.2K | 0.04% | +3,601 | New |
| Coppell Advisory Solutions LLC | 3,379 | $233.6K | 0.03% | −541−13.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,440 | $236.5K | 0.05% | −372−9.8% | Reduced |
| Advisory Services Network, LLC | 3,499 | $240.6K | 0.00% | +3,499 | New |
| Kaufman Rossin Wealth, LLC | 3,508 | $241.2K | 0.17% | +3,508 | New |
| Prosperity Consulting Group, LLC | 3,548 | $244.0K | 0.02% | +35+1.0% | Added |
| Custom Index Systems, LLC | 3,562 | $244.9K | 0.12% | +3,562 | New |
| Premier Path Wealth Partners, LLC | 3,570 | $245.5K | 0.04% | +3,570 | New |
| Banque Cantonale Vaudoise | 3,574 | $246.0K | 0.01% | +3,574 | New |
| Envestnet Portfolio Solutions, Inc. | 3,587 | $246.7K | 0.00% | −2,649−42.5% | Reduced |
| Optas, LLC | 3,598 | $247.4K | 0.04% | +3,598 | New |
| Parallax Volatility Advisers, L.P. | 3,660 | $251.7K | 0.01% | +3,660 | New |
| Syon Capital LLC | 3,667 | $252.2K | 0.02% | +64+1.8% | Added |
| Lido Advisors, LLC | 3,680 | $254.9K | 0.00% | +213+6.1% | Added |
| Atria Wealth Solutions, Inc. | 3,707 | $254.9K | 0.00% | −157−4.1% | Reduced |
| Blackhawk Capital Partners LLC. | 3,713 | $255.3K | 0.13% | −603−14.0% | Reduced |
| Wedmont Private Capital | 3,897 | $257.6K | 0.01% | +3,897 | New |
| Summitry LLC | 3,777 | $259.7K | 0.01% | +121+3.3% | Added |
| Mather Group, LLC. | 3,782 | $260.1K | 0.00% | +1,315+53.3% | Added |
| National Asset Management, Inc. | 3,814 | $262.2K | 0.01% | +3,814 | New |
| Stratos Wealth Partners, LTD. | 3,828 | $263.3K | 0.00% | −320−7.7% | Reduced |
| Parallel Advisors, LLC | 3,865 | $265.8K | 0.01% | +550+16.6% | Added |
| Warren Averett Asset Management, LLC | 3,893 | $267.7K | 0.00% | +335+9.4% | Added |
| Meeder Advisory Services, Inc. | 3,928 | $270.1K | 0.02% | −85−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 3,933 | $270.4K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,960 | $272.3K | 0.02% | +200+5.3% | Added |
| Integrity Alliance, LLC. | 3,964 | $272.6K | 0.01% | +3,964 | New |
| West Family Investments, Inc. | 3,966 | $272.7K | 0.10% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,967 | $272.8K | 0.03% | +3,967 | New |
| Planned Solutions, Inc. | 3,977 | $273.5K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 4,000 | $275.0K | 0.09% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,014 | $276.0K | 0.00% | +4,014 | New |
| Brown Advisory Inc | 4,036 | $277.5K | 0.00% | −102−2.5% | Reduced |
| Stevens Capital Management LP | 4,072 | $280.0K | 0.07% | −2,049−33.5% | Reduced |
| Wealth Alliance | 4,097 | $281.7K | 0.03% | +4,097 | New |
| Ameritas Investment Partners, Inc. | 4,105 | $282.3K | 0.01% | −155−3.6% | Reduced |
| PharVision Advisers, LLC | 4,111 | $282.7K | 0.39% | −607−12.9% | Reduced |
| Camden Capital, LLC | 4,115 | $282.9K | 0.03% | −38−0.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,177 | $287.2K | 0.08% | +115+2.8% | Added |
| Cigna Investments Inc | 4,202 | $289.0K | 0.05% | +110+2.7% | Added |
| Diversified Trust Co | 4,233 | $291.1K | 0.01% | +245+6.1% | Added |
| Foundations Investment Advisors, LLC | 4,245 | $291.9K | 0.01% | +109+2.6% | Added |
| Comprehensive Money Management Services LLC | 4,290 | $295.0K | 0.24% | 00.0% | Unchanged |
| True North Advisors, LLC | 4,300 | $295.7K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,301 | $295.7K | 0.03% | +4,301 | New |
| Farmers Trust Co | 4,313 | $296.6K | 0.06% | −29−0.7% | Reduced |
| Great Lakes Advisors, LLC | 4,331 | $297.8K | 0.00% | +4,331 | New |
| Commerzbank Aktiengesellschaft | 4,359 | $300.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,336 | $300.3K | 0.01% | +1,530+54.5% | Added |
| Principal Securities, Inc. | 5,102 | $300.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,381 | $300.7K | 0.01% | −81−1.8% | Reduced |
| Capital Square, LLC | 4,392 | $302.0K | 0.18% | −1,275−22.5% | Reduced |
| Lindbrook Capital, LLC | 4,440 | $305.3K | 0.03% | +165+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 4,452 | $306.1K | 0.01% | 00.0% | Unchanged |
| Cercano Management LLC | 4,610 | $317.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 4,654 | $320.0K | 0.00% | −249−5.1% | Reduced |
| MBB Public Markets I LLC | 4,694 | $322.8K | 0.04% | +4,694 | New |
| Siemens Fonds Invest GmbH | 4,707 | $323.7K | 0.02% | +372+8.6% | Added |
| KPP Advisory Services LLC | 4,730 | $325.2K | 0.06% | −230−4.6% | Reduced |
| Boston Private Wealth LLC | 4,735 | $325.6K | 0.01% | −472−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,763 | $327.5K | 0.00% | +690+16.9% | Added |
| Cetera Trust Company, N.A | 4,775 | $328.3K | 0.21% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,875 | $335.2K | 0.02% | +201+4.3% | Added |
| Community Financial Services Group, LLC | 4,888 | $336.1K | 0.07% | −2,645−35.1% | Reduced |
| Prudent Man Advisors, LLC | 4,954 | $340.6K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,960 | $341.1K | 0.02% | −400−7.5% | Reduced |
| Roman Butler Fullerton & Co | 5,107 | $346.2K | 0.13% | −151−2.9% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,096 | $350.4K | 0.09% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,105 | $351.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,080 | $351.2K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,116 | $351.8K | 0.00% | +52+1.0% | Added |
| Sherbrooke Park Advisers LLC | 5,187 | $356.7K | 0.17% | +5,187 | New |
| Personal Cfo Solutions, LLC | 5,194 | $357.2K | 0.07% | +8+0.2% | Added |
| Avestar Capital, LLC | 5,196 | $357.3K | 0.03% | +196+3.9% | Added |
| Checchi Capital Advisers, LLC | 5,225 | $359.3K | 0.03% | +1,600+44.1% | Added |
| Sequoia Financial Advisors, LLC | 5,239 | $360.3K | 0.00% | +73+1.4% | Added |
| V-Square Quantitative Management LLC | 5,267 | $362.2K | 0.05% | −505−8.7% | Reduced |
| Warwick Investment Management, Inc. | 5,310 | $365.1K | 0.08% | +5,310 | New |