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; 955 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
- 807
- +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
- 329 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 | 955 | $46.4B |
| Q1 2026 | 933 | $40.7B |
| Q4 2025 | 929 | $37.7B |
| Q3 2025 | 826 | $31.5B |
| Q2 2025 | 799 | $28.2B |
| Q1 2025 | 807 | $30.1B |
| Q4 2024 | 761 | $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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 3,130 | $215.2K | 0.01% | +3,130 | New |
| Sagespring Wealth Partners, LLC | 3,114 | $214.1K | 0.01% | +3,114 | New |
| Natural Investments, LLC | 3,111 | $213.0K | 0.06% | +3,111 | New |
| Allworth Financial LP | 3,105 | $212.4K | 0.00% | +295+10.5% | Added |
| Umb Bank N A | 3,052 | $209.9K | 0.00% | +478+18.6% | Added |
| International Assets Investment Management, LLC | 3,024 | $207.9K | 0.02% | +3,024 | New |
| First Affirmative Financial Network | 3,020 | $207.6K | 0.13% | +3,020 | New |
| Wedbush Securities Inc | 2,992 | $206.0K | 0.01% | +2,992 | New |
| Snowden Capital Advisors LLC | 2,937 | $203.3K | 0.01% | +2,937 | New |
| Schechter Investment Advisors, LLC | 2,941 | $202.2K | 0.02% | +2,941 | New |
| Greenland Capital Management LP | 2,930 | $201.5K | 0.03% | +2,930 | New |
| Smartleaf Asset Management LLC | 2,896 | $199.1K | 0.02% | +193+7.1% | Added |
| Tobam | 2,895 | $199.0K | 0.09% | +1,667+135.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,869 | $197.2K | 0.00% | +219+8.3% | Added |
| Spire Wealth Management | 2,802 | $192.7K | 0.01% | +256+10.1% | Added |
| EverSource Wealth Advisors, LLC | 2,617 | $179.9K | 0.01% | −2,650−50.3% | Reduced |
| Bullock Wealth Management Group | 2,588 | $179.3K | 0.10% | +13+0.5% | Added |
| Asset Planning,Inc | 2,603 | $179.0K | 0.14% | +16+0.6% | Added |
| Duncker Streett & Co Inc | 2,570 | $176.7K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,502 | $172.0K | 0.01% | −35,217−93.4% | Reduced |
| JFS Wealth Advisors, LLC | 2,501 | $172.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,307 | $158.6K | 0.00% | −189−7.6% | Reduced |
| CoreCap Advisors, LLC | 2,242 | $154.1K | 0.01% | +376+20.2% | Added |
| Wolverine Asset Management LLC | 2,200 | $151.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,136 | $147.0K | 0.02% | −110−4.9% | Reduced |
| Caldwell Trust Co | 2,120 | $145.8K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,026 | $139.3K | 0.00% | −714−26.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,020 | $138.9K | 0.05% | +280+16.1% | Added |
| Tompkins Financial Corp | 2,000 | $137.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,960 | $134.8K | 0.03% | +107+5.8% | Added |
| Motco | 1,914 | $131.6K | 0.01% | +58+3.1% | Added |
| Plato Investment Management Ltd | 1,870 | $130.0K | 0.01% | +1,870 | New |
| Harbour Investments, Inc. | 1,890 | $129.9K | 0.00% | +482+34.2% | Added |
| Bogart Wealth, LLC | 1,857 | $127.7K | 0.01% | +20+1.1% | Added |
| Avalon Trust Co | 1,800 | $123.8K | 0.01% | +1,800 | New |
| Massmutual Trust Co FSB | 1,741 | $119.7K | 0.00% | +37+2.2% | Added |
| Parkside Financial Bank & Trust | 1,616 | $111.1K | 0.01% | +133+9.0% | Added |
| Medallion Wealth Advisors, LLC | 1,550 | $107.4K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,467 | $100.9K | 0.00% | −323−18.0% | Reduced |
| Truvestments Capital LLC | 1,349 | $92.7K | 0.02% | −797−37.1% | Reduced |
| Quarry LP | 1,313 | $90.3K | 0.02% | +199+17.9% | Added |
| Moser Wealth Advisors, LLC | 1,305 | $89.7K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,299 | $89.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,284 | $88.9K | 0.06% | +22+1.7% | Added |
| Carolinas Wealth Consulting LLC | 1,276 | $87.8K | 0.02% | +9+0.7% | Added |
| Bank of New Hampshire | 1,250 | $86.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,124 | $77.3K | 0.01% | +149+15.3% | Added |
| Roxbury Financial LLC | 1,083 | $74.9K | 0.07% | +1+0.1% | Added |
| Global X Japan Co., Ltd. | 1,084 | $74.5K | 0.01% | +216+24.9% | Added |
| Sentry Investment Management LLC | 1,156 | $74.0K | 0.05% | −345−23.0% | Reduced |
| Clearstead Advisors, LLC | 1,047 | $72.0K | 0.00% | +812+345.5% | Added |
| Longview Financial Advisors LLC | 1,026 | $70.5K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 1,177 | $69.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,002 | $68.9K | 0.01% | +58+6.1% | Added |
| Logan Capital Management Inc | 1,000 | $68.8K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,000 | $68.8K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 968 | $66.0K | 0.00% | +131+15.7% | Added |
| Wayfinding Financial, LLC | 966 | $66.0K | 0.03% | +966 | New |
| Geneos Wealth Management Inc. | 949 | $65.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 952 | $65.0K | 0.01% | +952 | New |
| Hollencrest Capital Management | 914 | $62.8K | 0.00% | +150+19.6% | Added |
| Harbor Investment Advisory, LLC | 885 | $60.9K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 883 | $60.7K | 0.01% | +241+37.5% | Added |
| Harbor Capital Advisors, Inc. | 811 | $56.0K | 0.00% | +284+53.9% | Added |
| Transce3nd, LLC | 776 | $53.4K | 0.02% | −36−4.4% | Reduced |
| TD Private Client Wealth LLC | 734 | $50.5K | 0.00% | −188−20.4% | Reduced |
| Capital Analysts, LLC | 720 | $49.0K | 0.00% | +3+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 680 | $46.8K | 0.00% | +680 | New |
| Financial Network Wealth Management LLC | 675 | $46.0K | 0.02% | +675 | New |
| Creative Financial Designs Inc | 668 | $45.9K | 0.00% | +5+0.8% | Added |
| McIlrath & Eck, LLC | 657 | $45.2K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 649 | $44.6K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 636 | $43.7K | 0.02% | −152−19.3% | Reduced |
| Private Trust Co NA | 622 | $42.8K | 0.00% | +396+175.2% | Added |
| Bruce G. Allen Investments, LLC | 619 | $42.6K | 0.03% | −37−5.6% | Reduced |
| IFP Advisors, Inc | 604 | $41.5K | 0.00% | −36−5.6% | Reduced |
| Zions Bancorporation, National Association | 601 | $41.3K | 0.00% | +601 | New |
| MV Capital Management, Inc. | 588 | $40.4K | 0.00% | +1+0.2% | Added |
| Sound Income Strategies, LLC | 581 | $39.9K | 0.00% | −7−1.2% | Reduced |
| JNBA Financial Advisors | 573 | $39.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $34.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $34.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 500 | $34.1K | 0.01% | +500 | New |
| First Community Trust NA | 479 | $32.9K | 0.03% | 00.0% | Unchanged |
| Franchise Capital Ltd | 470 | $32.3K | 0.02% | +470 | New |
| Central Trust Co | 468 | $32.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 420 | $28.9K | 0.00% | −389−48.1% | Reduced |
| CVA Family Office, LLC | 410 | $28.2K | 0.00% | +92+28.9% | Added |
| Crowley Wealth Management, Inc. | 393 | $27.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 392 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 379 | $26.1K | 0.04% | +3+0.8% | Added |
| Larson Financial Group LLC | 373 | $25.6K | 0.00% | +347+1,334.6% | Added |
| Cloud Capital Management, LLC | 364 | $25.0K | 0.02% | +364 | New |
| Versant Capital Management, Inc | 359 | $24.7K | 0.00% | +98+37.5% | Added |
| Bank & Trust Co | 353 | $24.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 339 | $23.0K | 0.02% | +9+2.7% | Added |
| South State Corp. | 312 | $21.5K | 0.00% | +267+593.3% | Added |
| Silvant Capital Management LLC | 310 | $21.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 305 | $21.0K | 0.00% | −8−2.6% | Reduced |
| Private Wealth Asset Management, LLC | 301 | $20.7K | 0.00% | +301 | New |