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 2026
Institutional positions in Ventas, Inc. as of Mar 31, 2026. 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
- 934
- +19 vs. Q4 2025
- Shares held
- 497.7M
- +93.2M (+23.0%) vs. Q4 2025
- Total value
- $40.7B
- +$9.40B (+30.0%) vs. Q4 2025
- New holders
- 112
- 404 more added
- Sold out
- 93
- 281 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2026
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Purpose Unlimited Inc. | 3,362 | $274.9K | 0.01% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,363 | $275.0K | 0.05% | +119+3.7% | Added |
| Daymark Wealth Partners, LLC | 3,383 | $276.7K | 0.01% | +3,383 | New |
| Premier Path Wealth Partners, LLC | 3,508 | $286.9K | 0.04% | +87+2.5% | Added |
| Frank, Rimerman Advisors LLC | 3,508 | $286.9K | 0.02% | −675−16.1% | Reduced |
| Kathmere Capital Management, LLC | 3,524 | $288.2K | 0.02% | −1,196−25.3% | Reduced |
| Sagespring Wealth Partners, LLC | 3,528 | $288.6K | 0.01% | +262+8.0% | Added |
| AlphaCentric Advisors LLC | 3,557 | $290.9K | 0.29% | +3,557 | New |
| Concurrent Investment Advisors, LLC | 3,652 | $298.7K | 0.00% | −30−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,644 | $300.1K | 0.01% | +1,581+76.6% | Added |
| JFS Wealth Advisors, LLC | 3,701 | $302.7K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,711 | $303.5K | 0.01% | +103+2.9% | Added |
| Hilltop National Bank | 3,715 | $303.8K | 0.07% | 00.0% | Unchanged |
| Bluedoor Private Wealth, LLC | 3,757 | $307.2K | 0.14% | +258+7.4% | Added |
| Brown Advisory Inc | 3,826 | $312.9K | 0.00% | +370+10.7% | Added |
| North Star Investment Management Corp. | 3,872 | $316.6K | 0.02% | −294−7.1% | Reduced |
| Sentinus, LLC | 3,895 | $318.6K | 0.03% | −109−2.7% | Reduced |
| Balboa Wealth Partners | 3,897 | $318.7K | 0.05% | −7−0.2% | Reduced |
| Advisory Services Network, LLC | 3,925 | $321.0K | 0.00% | +120+3.2% | Added |
| Wealth Alliance | 3,942 | $322.3K | 0.03% | −174−4.2% | Reduced |
| VestGen Advisors, LLC | 3,654 | $323.5K | 0.01% | +753+26.0% | Added |
| Stratos Wealth Partners, LTD. | 3,965 | $324.3K | 0.00% | −39−1.0% | Reduced |
| Aprio Wealth Management, LLC | 3,970 | $324.7K | 0.02% | +340+9.4% | Added |
| Planned Solutions, Inc. | 3,977 | $325.2K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 4,003 | $327.0K | 0.01% | −343−7.9% | Reduced |
| waypoint wealth counsel | 4,069 | $332.8K | 0.17% | −715−14.9% | Reduced |
| Essential Partners LLC | 4,101 | $335.4K | 0.11% | −857−17.3% | Reduced |
| Community Financial Services Group, LLC | 4,112 | $337.2K | 0.06% | +4,112 | New |
| Transcend Wealth Collective, LLC | 4,138 | $338.4K | 0.03% | −125−2.9% | Reduced |
| Change Path, LLC | 4,153 | $339.6K | 0.01% | +310+8.1% | Added |
| Gateway Wealth Partners, LLC | 4,185 | $342.3K | 0.01% | +4,185 | New |
| Farmers Trust Co | 4,198 | $343.3K | 0.05% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 4,207 | $344.0K | 0.09% | −23−0.5% | Reduced |
| Global Assets Advisory, LLC | 4,215 | $344.7K | 0.11% | +229+5.7% | Added |
| Great Lakes Advisors, LLC | 4,231 | $346.0K | 0.00% | −912−17.7% | Reduced |
| Discipline Wealth Solutions, LLC | 4,233 | $346.2K | 0.04% | +4,233 | New |
| Ameritas Investment Partners, Inc. | 4,259 | $348.3K | 0.01% | +117+2.8% | Added |
| Cetera Trust Company, N.A | 4,290 | $350.8K | 0.20% | −450−9.5% | Reduced |
| Comprehensive Money Management Services LLC | 4,315 | $352.9K | 0.23% | +25+0.6% | Added |
| Camden Capital, LLC | 4,316 | $353.0K | 0.02% | +458+11.9% | Added |
| Blackhawk Capital Partners LLC. | 4,339 | $354.8K | 0.13% | +578+15.4% | Added |
| Cigna Investments Inc | 4,396 | $359.0K | 0.06% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,461 | $365.0K | 0.01% | −85−1.9% | Reduced |
| Delta Asset Management LLC | 4,469 | $365.5K | 0.03% | +4,469 | New |
| Sagewood Asset Management LP | 4,479 | $366.3K | 0.11% | +748+20.0% | Added |
| Waterloo Capital, L.P. | 4,484 | $366.7K | 0.03% | +4,484 | New |
| Simplicity Wealth,LLC | 4,508 | $368.7K | 0.02% | +596+15.2% | Added |
| Whittier Trust Co of Nevada Inc | 4,462 | $370.1K | 0.01% | +10+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,532 | $370.6K | 0.00% | −2,153−32.2% | Reduced |
| Cercano Management LLC | 4,610 | $377.0K | 0.02% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 4,628 | $378.5K | 0.09% | +1,696+57.8% | Added |
| KPP Advisory Services LLC | 4,658 | $380.9K | 0.06% | +25+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,667 | $381.6K | 0.00% | +359+8.3% | Added |
| V-Square Quantitative Management LLC | 4,702 | $384.5K | 0.04% | −133−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,680 | $384.7K | 0.02% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,729 | $386.7K | 0.01% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 4,811 | $393.4K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 4,836 | $395.5K | 0.04% | +232+5.0% | Added |
| Wedbush Securities Inc | 4,851 | $397.0K | 0.01% | +1,066+28.2% | Added |
| Summitry LLC | 4,907 | $401.3K | 0.01% | +627+14.6% | Added |
| Sivia Capital Partners, LLC | 4,983 | $407.5K | 0.08% | −349−6.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,995 | $408.5K | 0.03% | −85−1.7% | Reduced |
| Roman Butler Fullerton & Co | 4,873 | $409.6K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,014 | $410.0K | 0.00% | −1,011−16.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,025 | $410.9K | 0.00% | +59+1.2% | Added |
| Parallel Advisors, LLC | 5,069 | $414.6K | 0.01% | +555+12.3% | Added |
| Axq Capital, LP | 5,076 | $415.1K | 0.05% | +5,076 | New |
| Vista Investment Management | 5,098 | $416.9K | 0.14% | −26−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,127 | $419.3K | 0.03% | −7−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,132 | $419.7K | 0.03% | +462+9.9% | Added |
| Ibex Wealth Advisors | 5,172 | $423.0K | 0.04% | +5,172 | New |
| Sentinel Trust Co Lba | 5,198 | $425.0K | 0.04% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,317 | $434.8K | 0.07% | −150−2.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,334 | $436.2K | 0.03% | +302+6.0% | Added |
| Atomi Financial Group, Inc. | 5,335 | $436.3K | 0.01% | −202−3.6% | Reduced |
| Personal Cfo Solutions, LLC | 5,320 | $437.8K | 0.06% | +896+20.3% | Added |
| OpenArc Corporate Advisory, LLC | 5,411 | $442.5K | 0.01% | +2,050+61.0% | Added |
| Monument Capital Management | 5,415 | $442.8K | 0.11% | −191−3.4% | Reduced |
| Portfolio Design Labs, LLC | 5,435 | $444.5K | 0.08% | +2,651+95.2% | Added |
| Pinnacle Associates Ltd | 5,471 | $447.4K | 0.01% | +169+3.2% | Added |
| Syon Capital LLC | 5,488 | $448.8K | 0.02% | +806+17.2% | Added |
| Chicago Partners Investment Group LLC | 5,628 | $450.8K | 0.01% | +295+5.5% | Added |
| PCM Encore, LLC | 5,518 | $451.3K | 0.09% | +224+4.2% | Added |
| Foundations Investment Advisors, LLC | 5,543 | $453.3K | 0.01% | +811+17.1% | Added |
| Evoke Wealth, LLC | 5,537 | $455.9K | 0.01% | +632+12.9% | Added |
| Meeder Advisory Services, Inc. | 5,613 | $459.0K | 0.02% | +40+0.7% | Added |
| Principal Securities, Inc. | 5,657 | $462.6K | 0.01% | −28−0.5% | Reduced |
| Manske Wealth Management | 5,693 | $465.6K | 0.13% | −25−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,723 | $468.0K | 0.02% | +263+4.8% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5,752 | $470.4K | 0.02% | −769−11.8% | Reduced |
| USA Financial Portformulas Corp | 5,846 | $478.1K | 0.09% | +5,846 | New |
| Patten Group, Inc. | 5,853 | $478.7K | 0.08% | +31+0.5% | Added |
| Savvy Advisors, Inc. | 5,857 | $479.0K | 0.01% | −787−11.8% | Reduced |
| Insigneo Advisory Services, LLC | 5,872 | $480.2K | 0.03% | +54+0.9% | Added |
| Summit Place Financial Advisors, LLC | 5,900 | $482.5K | 0.23% | 00.0% | Unchanged |
| Sun Life Financial INC | 5,949 | $487.0K | 0.03% | +5,949 | New |
| Davenport & Co LLC | 5,982 | $489.2K | 0.00% | +323+5.7% | Added |
| Brown Brothers Harriman & Co | 5,988 | $489.7K | 0.00% | +2,565+74.9% | Added |
| Simplex Trading, LLC | 6,049 | $494.7K | 0.02% | +4,154+219.2% | Added |
| Gamco Investors, Inc. Et Al | 6,075 | $496.8K | 0.00% | −3,262−34.9% | Reduced |