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Livermore
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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, Q2 2025

Institutional positions in Ventas, Inc. as of Jun 30, 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
800
+4 vs. Q1 2025
Shares held
446.6M
+9.65M (+2.2%) vs. Q1 2025
Total value
$28.2B
−$1.85B (−6.2%) vs. Q1 2025
New holders
82
337 more added
Sold out
78
266 more reduced

12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 800 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 heldQ2 2025: $28.2B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2025.

Institutions holding VTR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
DecisionPoint Financial, LLC3$1890.00%+3New
Tortoise Investment Management, LLC4$2530.00%+4New
Quaker Wealth Management, LLC4$2530.00%+4New
IMA Wealth, Inc.5$3180.00%+5New
Valued Wealth Advisors LLC6$3820.00%00.0%Unchanged
Estabrook Capital Management7$4420.00%00.0%Unchanged
Aspect Partners, LLC9$5680.00%00.0%Unchanged
NVWM, LLC10$6320.00%00.0%Unchanged
Asset Dedication, LLC11$6950.00%00.0%Unchanged
UMA Financial Services, Inc.11$6950.00%00.0%Unchanged
American Capital Advisory, LLC11$6950.00%+8+266.7%Added
Burkett Financial Services, LLC14$8970.00%00.0%Unchanged
WealthTrak Capital Management LLC15$9480.00%−5−25.0%Reduced
Hemington Wealth Management19$1.00K0.00%00.0%Unchanged
Colonial Trust Co16$1.01K0.00%+1+6.7%Added
Headlands Technologies LLC16$1.01K0.00%+16New
LGT Financial Advisors LLC16$1.01K0.00%+16New
Stephens Consulting, LLC16$1.01K0.00%−74−82.2%Reduced
Hughes Financial Services, LLC15$1.03K0.00%−21−58.3%Reduced
Principia Wealth Advisory, LLC17$1.07K0.00%−2−10.5%Reduced
Financial Network Wealth Advisors LLC17$1.07K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC18$1.14K0.00%+7+63.6%Added
Redwood Park Advisors LLC19$1.20K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.20$1.26K0.00%+20New
HighMark Wealth Management LLC20$1.29K0.00%00.0%Unchanged
Total Investment Management Inc21$1.33K0.00%+21New
Clark Wealth Partners22$1.39K0.00%+1+4.8%Added
Whipplewood Advisors, LLC23$1.45K0.00%+17+283.3%Added
True Wealth Design, LLC26$1.64K0.00%−7−21.2%Reduced
Kayne Anderson Rudnick Investment Management LLC26$1.64K0.00%+11+73.3%Added
Dunhill Financial, LLC31$1.98K0.00%−24−43.6%Reduced
Centerpoint Advisors, LLC39$2.00K0.00%00.0%Unchanged
Quest Partners LLC33$2.08K0.00%00.0%Unchanged
Ancora Advisors, LLC36$2.27K0.00%+36New
TFC Financial Management36$2.27K0.00%00.0%Unchanged
Kilter Group LLC36$2.27K0.00%+36New
Loomis Sayles & Co L P37$2.34K0.00%+37New
Cullen/Frost Bankers, Inc.43$2.71K0.00%+43New
HHM Wealth Advisors, LLC46$2.90K0.00%00.0%Unchanged
Highline Wealth Partners LLC46$2.92K0.00%−17−27.0%Reduced
Financial Management Professionals, Inc.47$2.99K0.00%−3−6.0%Reduced
GFG Capital, LLC55$3.47K0.00%+55New
CBIZ Investment Advisory Services, LLC55$3.50K0.00%+31+129.2%Added
Mowery & Schoenfeld Wealth Management, LLC57$3.63K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc59$3.73K0.00%+59New
Bell Investment Advisors, Inc61$3.85K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.62$3.93K0.00%00.0%Unchanged
Anfield Capital Management, LLC64$4.04K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC64$4.04K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.67$4.23K0.00%+30+81.1%Added
Abound Wealth Management71$4.49K0.00%00.0%Unchanged
Team Financial Group, LLC72$4.54K0.00%+72New
Salomon & Ludwin, LLC74$4.66K0.00%00.0%Unchanged
AdvisorNet Financial, Inc77$4.86K0.00%−153−66.5%Reduced
Raffa Wealth Management, LLC79$4.99K0.00%−22−21.8%Reduced
Fortitude Family Office, LLC79$4.99K0.00%−1−1.3%Reduced
Trust Co of Vermont79$4.99K0.00%00.0%Unchanged
Ogorek Anthony Joseph81$5.00K0.00%−22−21.4%Reduced
Sachetta, LLC82$5.18K0.00%+19+30.2%Added
Solstein Capital, LLC83$5.24K0.00%+83New
High Note Wealth, LLC87$5.49K0.00%00.0%Unchanged
Dogwood Wealth Management LLC88$5.52K0.00%+60+214.3%Added
Private Wealth Management Group, LLC90$5.68K0.00%00.0%Unchanged
Activest Wealth Management94$5.94K0.00%−9−8.7%Reduced
Howard Hughes Medical Institute94$5.94K0.00%+94New
Cornerstone Planning Group LLC88$6.03K0.00%−45−33.8%Reduced
Plante Moran Financial Advisors, LLC99$6.27K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC100$6.31K0.00%00.0%Unchanged
Red Tortoise LLC100$6.32K0.00%00.0%Unchanged
Park Square Financial Group, LLC100$6.32K0.00%00.0%Unchanged
WPG Advisers, LLC106$6.69K0.01%00.0%Unchanged
Zions Bancorporation, National Association108$6.82K0.00%−493−82.0%Reduced
TSFG, LLC109$7.00K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC117$7.39K0.01%−109−48.2%Reduced
Marshall & Sterling Wealth Advisors Inc.117$7.39K0.01%00.0%Unchanged
South State Corp.118$7.45K0.00%−194−62.2%Reduced
Caldwell Sutter Capital, Inc.124$7.83K0.00%00.0%Unchanged
Sierra Ocean, LLC127$8.03K0.01%+10+8.5%Added
Key Financial Inc138$8.71K0.00%00.0%Unchanged
Leonteq Securities AG142$8.97K0.00%+72+102.9%Added
Newbridge Financial Services Group, Inc.144$9.10K0.00%+1+0.7%Added
Park Place Capital Corp146$9.18K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC152$9.60K0.00%+152New
Grove Bank & Trust156$9.85K0.00%+49+45.8%Added
SJS Investment Consulting Inc.157$9.91K0.00%00.0%Unchanged
Addison Advisors LLC163$10.3K0.00%00.0%Unchanged
Westside Investment Management, Inc.164$10.3K0.00%+164New
Gen-Wealth Partners Inc168$10.6K0.00%00.0%Unchanged
Tobam172$11.0K0.00%−2,723−94.1%Reduced
N.E.W. Advisory Services LLC178$11.2K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC188$12.0K0.00%−2−1.1%Reduced
Citizens National Bank Trust Department194$12.3K0.00%00.0%Unchanged
NewSquare Capital LLC194$12.3K0.00%+33+20.5%Added
Twin Peaks Wealth Advisors, LLC191$13.1K0.00%+191New
Hilltop National Bank218$13.8K0.00%+218New
Smithfield Trust Co225$14.0K0.00%00.0%Unchanged
Syntax Research, Inc.230$14.5K0.01%00.0%Unchanged
PFS Partners, LLC231$14.6K0.01%00.0%Unchanged
Bellevue Asset Management, LLC231$14.6K0.01%+1+0.4%Added
Capital Advisors, Ltd. LLC235$15.0K0.00%00.0%Unchanged