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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 300 | $20.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 276 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 275 | $18.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 275 | $18.9K | 0.00% | +235+587.5% | Added |
| Optimum Investment Advisors | 271 | $18.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $18.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $18.5K | 0.01% | +269 | New |
| West Paces Advisors Inc. | 263 | $18.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 261 | $17.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 235 | $16.0K | 0.00% | +5+2.2% | Added |
| PFS Partners, LLC | 231 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 230 | $15.8K | 0.01% | −148−39.2% | Reduced |
| Syntax Research, Inc. | 230 | $15.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 230 | $15.8K | 0.00% | +145+170.6% | Added |
| Atlantic Trust, LLC | 226 | $15.5K | 0.00% | +226 | New |
| Dynamic Wealth Strategies, LLC | 226 | $15.5K | 0.01% | +226 | New |
| Hallmark Capital Management Inc | 220 | $15.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $15.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 216 | $15.0K | 0.00% | +12+5.9% | Added |
| Citizens National Bank Trust Department | 194 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 190 | $13.2K | 0.00% | +2+1.1% | Added |
| N.E.W. Advisory Services LLC | 178 | $12.2K | 0.00% | +178 | New |
| Gen-Wealth Partners Inc | 168 | $11.6K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 165 | $11.3K | 0.06% | +165 | New |
| Addison Advisors LLC | 163 | $11.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 161 | $11.1K | 0.00% | +142+747.4% | Added |
| SJS Investment Consulting Inc. | 157 | $10.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 150 | $10.3K | 0.00% | −300−66.7% | Reduced |
| Park Place Capital Corp | 146 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 145 | $9.97K | 0.00% | −72−33.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 143 | $9.83K | 0.00% | +1+0.7% | Added |
| Key Financial Inc | 138 | $9.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $9.11K | 0.00% | +12+9.9% | Added |
| Hantz Financial Services, Inc. | 138 | $9.00K | 0.00% | +2+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 124 | $8.53K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 117 | $8.05K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $8.04K | 0.01% | +117 | New |
| Washington Trust Co | 110 | $7.58K | 0.00% | +8+7.8% | Added |
| Grove Bank & Trust | 107 | $7.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 106 | $7.29K | 0.01% | +80+307.7% | Added |
| Activest Wealth Management | 103 | $7.08K | 0.00% | +98+1,960.0% | Added |
| TSFG, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 103 | $7.00K | 0.00% | +103 | New |
| Raffa Wealth Management, LLC | 101 | $6.95K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $6.88K | 0.01% | −100−50.0% | Reduced |
| Red Tortoise LLC | 100 | $6.88K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $6.88K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $6.83K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 91 | $6.30K | 0.00% | +28+44.4% | Added |
| Private Wealth Management Group, LLC | 90 | $6.19K | 0.00% | −1−1.1% | Reduced |
| Stephens Consulting, LLC | 90 | $6.19K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 87 | $5.98K | 0.00% | +8+10.1% | Added |
| Fortitude Family Office, LLC | 80 | $5.50K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 79 | $5.43K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $5.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 71 | $4.89K | 0.00% | −9−11.3% | Reduced |
| Leonteq Securities AG | 70 | $4.84K | 0.00% | +70 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $4.40K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 64 | $4.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $4.34K | 0.00% | +36+133.3% | Added |
| Sachetta, LLC | 63 | $4.33K | 0.00% | −2−3.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 62 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $4.20K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 57 | $3.95K | 0.01% | −8−12.3% | Reduced |
| Dunhill Financial, LLC | 55 | $3.77K | 0.00% | −19−25.7% | Reduced |
| Financial Management Professionals, Inc. | 50 | $3.44K | 0.00% | +21+72.4% | Added |
| HHM Wealth Advisors, LLC | 46 | $3.16K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $2.54K | 0.00% | +13+54.2% | Added |
| Hughes Financial Services, LLC | 36 | $2.49K | 0.00% | +36 | New |
| TFC Financial Management | 36 | $2.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $2.27K | 0.00% | +33 | New |
| Quest Partners LLC | 33 | $2.27K | 0.00% | −97−74.6% | Reduced |
| Dogwood Wealth Management LLC | 28 | $1.93K | 0.00% | +28 | New |
| Continuum Advisory, LLC | 27 | $1.86K | 0.00% | −1−3.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $1.58K | 0.00% | −315−98.1% | Reduced |
| Clark Wealth Partners | 21 | $1.44K | 0.00% | +2+10.5% | Added |
| HighMark Wealth Management LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.38K | 0.00% | +10+100.0% | Added |
| Sofos Investments, Inc. | 20 | $1.38K | 0.00% | +20 | New |
| Redwood Park Advisors LLC | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.25K | 0.00% | +9+90.0% | Added |
| Greenline Partners, LLC | 18 | $1.24K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $1.24K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 17 | $1.17K | 0.00% | +17 | New |
| USA Financial Portformulas Corp | 16 | $1.10K | 0.00% | −20,060−99.9% | Reduced |
| Colonial Trust Co | 15 | $1.03K | 0.00% | −235−94.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.03K | 0.00% | −23−60.5% | Reduced |
| Hemington Wealth Management | 19 | $1.00K | 0.00% | −4−17.4% | Reduced |
| Burkett Financial Services, LLC | 14 | $970 | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 11 | $757 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $757 | 0.00% | +11 | New |
| Strengthening Families & Communities, LLC | 11 | $756 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $688 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $688 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 9 | $619 | 0.00% | −357−97.5% | Reduced |
| Aspect Partners, LLC | 9 | $619 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $614 | 0.00% | +3+50.0% | Added |
| Estabrook Capital Management | 7 | $481 | 0.00% | 00.0% | Unchanged |