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 2026
Institutional positions in Ventas, Inc. as of Jun 30, 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
- 956
- +35 vs. Q1 2026
- Shares held
- 521.9M
- +25.5M (+5.1%) vs. Q1 2026
- Total value
- $46.4B
- +$5.79B (+14.3%) vs. Q1 2026
- New holders
- 110
- 413 more added
- Sold out
- 75
- 293 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ventas, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 4,469 | $396.8K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,399 | $390.6K | 0.04% | −303−6.4% | Reduced |
| True North Advisors, LLC | 4,384 | $389.3K | 0.04% | +4,384 | New |
| Johnson Investment Counsel Inc | 4,352 | $386.5K | 0.00% | +4,352 | New |
| Cetera Trust Company, N.A | 4,290 | $381.0K | 0.19% | 00.0% | Unchanged |
| Summitry LLC | 4,277 | $379.8K | 0.01% | −630−12.8% | Reduced |
| Discipline Wealth Solutions, LLC | 4,265 | $378.7K | 0.03% | +32+0.8% | Added |
| Equitable Holdings, Inc. | 4,216 | $374.4K | 0.00% | +4,216 | New |
| Aprio Wealth Management, LLC | 4,196 | $372.6K | 0.02% | +226+5.7% | Added |
| Ameritas Investment Partners, Inc. | 4,170 | $370.3K | 0.01% | −89−2.1% | Reduced |
| VestGen Advisors, LLC | 4,156 | $369.1K | 0.01% | +502+13.7% | Added |
| Comprehensive Money Management Services LLC | 4,110 | $365.0K | 0.23% | −205−4.8% | Reduced |
| BSW Wealth Partners | 4,100 | $364.1K | 0.04% | +1,628+65.9% | Added |
| Kathmere Capital Management, LLC | 4,083 | $362.6K | 0.02% | +559+15.9% | Added |
| Prestige Wealth Management Group LLC | 4,066 | $361.1K | 0.07% | −2,434−37.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,060 | $360.6K | 0.00% | +95+2.4% | Added |
| Essential Partners LLC | 4,021 | $357.1K | 0.16% | −80−2.0% | Reduced |
| Planned Solutions, Inc. | 4,016 | $356.6K | 0.10% | +39+1.0% | Added |
| Change Path, LLC | 4,011 | $356.2K | 0.01% | −142−3.4% | Reduced |
| Advisory Services Network, LLC | 3,973 | $352.9K | 0.00% | +48+1.2% | Added |
| Dorsey Wright & Associates | 3,914 | $347.6K | 0.06% | −11,442−74.5% | Reduced |
| Daymark Wealth Partners, LLC | 3,902 | $346.5K | 0.01% | +519+15.3% | Added |
| Community Financial Services Group, LLC | 3,862 | $346.2K | 0.05% | −250−6.1% | Reduced |
| North Star Investment Management Corp. | 3,867 | $343.4K | 0.02% | −5−0.1% | Reduced |
| Sagewood Asset Management LP | 3,859 | $342.7K | 0.08% | −620−13.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,819 | $339.1K | 0.03% | +3,819 | New |
| Kingsview Wealth Management, LLC | 3,818 | $339.1K | 0.00% | +556+17.0% | Added |
| Prosperity Consulting Group, LLC | 3,789 | $336.5K | 0.01% | +78+2.1% | Added |
| AlphaCentric Advisors LLC | 3,779 | $335.6K | 0.28% | +222+6.2% | Added |
| JFS Wealth Advisors, LLC | 3,729 | $331.2K | 0.02% | +28+0.8% | Added |
| Guinness Asset Management LTD | 3,708 | $329.3K | 0.01% | +1,411+61.4% | Added |
| CX Institutional | 3,692 | $328.0K | 0.01% | −311−7.8% | Reduced |
| Evolve Private Wealth, LLC | 3,669 | $327.7K | 0.02% | −3,698−50.2% | Reduced |
| Hilltop National Bank | 3,634 | $322.7K | 0.07% | −81−2.2% | Reduced |
| Franchise GP Ltd | 3,631 | $322.4K | 0.15% | +3,131+626.2% | Added |
| Sagespring Wealth Partners, LLC | 3,619 | $321.3K | 0.00% | +91+2.6% | Added |
| Huntington National Bank | 3,601 | $319.8K | 0.00% | +638+21.5% | Added |
| Bluedoor Private Wealth, LLC | 3,588 | $318.6K | 0.13% | −169−4.5% | Reduced |
| waypoint wealth counsel | 3,578 | $317.7K | 0.20% | −491−12.1% | Reduced |
| ORG Wealth Partners, LLC | 3,570 | $317.0K | 0.05% | +3,570 | New |
| Premier Path Wealth Partners, LLC | 3,550 | $315.2K | 0.04% | +42+1.2% | Added |
| Sentinus, LLC | 3,492 | $310.1K | 0.02% | −403−10.3% | Reduced |
| Angeles Wealth Management, LLC | 3,439 | $307.2K | 0.01% | +110+3.3% | Added |
| M&G Plc | 3,408 | $303.3K | 0.00% | +118+3.6% | Added |
| Easterly Investment Partners LLC | 3,409 | $302.7K | 0.02% | −3,798−52.7% | Reduced |
| Hilltop Wealth Advisors, LLC | 3,379 | $300.1K | 0.15% | +30+0.9% | Added |
| Evergreen Capital Management LLC | 3,315 | $296.1K | 0.01% | −22−0.7% | Reduced |
| PFG Investments, LLC | 3,333 | $296.0K | 0.01% | −24−0.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,323 | $295.1K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,318 | $294.6K | 0.00% | +3,318 | New |
| IFG Advisory, LLC | 3,288 | $292.0K | 0.01% | +3,288 | New |
| Smartleaf Asset Management LLC | 3,262 | $291.3K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 3,264 | $289.8K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 3,261 | $289.6K | 0.01% | −101−3.0% | Reduced |
| Prelude Capital Management, LLC | 3,230 | $286.8K | 0.02% | +3,230 | New |
| Harbour Investments, Inc. | 3,210 | $285.1K | 0.00% | −17−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,208 | $284.9K | 0.00% | −79−2.4% | Reduced |
| Larson Financial Group LLC | 3,175 | $281.9K | 0.01% | +80+2.6% | Added |
| Sowell Financial Services LLC | 3,163 | $280.8K | 0.01% | −42−1.3% | Reduced |
| Chesapeake Asset Management LLC | 3,159 | $280.5K | 0.21% | +3,159 | New |
| Soltis Investment Advisors LLC | 3,143 | $279.1K | 0.02% | +212+7.2% | Added |
| Garrett Wealth Advisory Group, LLC | 3,137 | $278.6K | 0.04% | −226−6.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 3,129 | $277.9K | 0.00% | −11−0.4% | Reduced |
| Quest Investment Management LLC | 3,130 | $277.9K | 0.03% | +2+0.1% | Added |
| Howard Capital Management Inc. | 3,123 | $277.3K | 0.00% | +3,123 | New |
| Supplemental Annuity Collective Trust of NJ | 3,118 | $276.9K | 0.07% | −63−2.0% | Reduced |
| Fiduciary Trust Co | 3,079 | $273.4K | 0.00% | +218+7.6% | Added |
| Eastern Bank | 3,075 | $273.1K | 0.00% | +62+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,059 | $271.6K | 0.01% | −23−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,047 | $270.6K | 0.01% | +3,047 | New |
| Prime Capital Investment Advisors, LLC | 3,042 | $270.2K | 0.00% | −306−9.1% | Reduced |
| Natural Investments, LLC | 3,003 | $266.0K | 0.06% | +250+9.1% | Added |
| Copeland Capital Management, LLC | 2,992 | $265.7K | 0.01% | −23−0.8% | Reduced |
| Argent Trust Co | 2,980 | $264.6K | 0.01% | −13−0.4% | Reduced |
| Nicolet Bankshares Inc | 2,869 | $264.6K | 0.01% | −51−1.7% | Reduced |
| Stephens Inc | 2,956 | $262.5K | 0.00% | +10.0% | Added |
| Knightsbridge Asset Management, LLC | 2,948 | $261.8K | 0.03% | −77−2.5% | Reduced |
| PUREfi Wealth, LLC | 2,931 | $260.3K | 0.14% | +2,931 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,900 | $257.5K | 0.07% | +520+21.8% | Added |
| Castleview Partners, LLC | 2,840 | $252.2K | 0.11% | +2,840 | New |
| AlphaGrep UK Ltd | 2,820 | $250.4K | 0.08% | −375−11.7% | Reduced |
| Nilsine Partners, LLC | 2,806 | $249.2K | 0.02% | +13+0.5% | Added |
| MQS Management LLC | 2,801 | $248.7K | 0.30% | +2,801 | New |
| CoreCap Advisors, LLC | 2,768 | $245.8K | 0.01% | +14+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 2,767 | $245.7K | 0.09% | +2,767 | New |
| QTR Family Wealth, LLC | 2,755 | $244.6K | 0.09% | −8−0.3% | Reduced |
| Lazard Asset Management LLC | 2,713 | $240.9K | 0.00% | +2,713 | New |
| Umb Bank N A | 2,698 | $239.6K | 0.00% | +47+1.8% | Added |
| Monument Capital Management | 2,684 | $238.3K | 0.05% | −2,731−50.4% | Reduced |
| Asset Planning,Inc | 2,675 | $237.5K | 0.15% | +13+0.5% | Added |
| Leisure Capital Management | 2,671 | $237.2K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,664 | $236.5K | 0.00% | +182+7.3% | Added |
| Modern Wealth Management, LLC | 2,662 | $236.4K | 0.00% | −542−16.9% | Reduced |
| IFP Advisors, Inc | 2,606 | $231.4K | 0.00% | −403−13.4% | Reduced |
| IHT Wealth Management, LLC | 2,605 | $231.3K | 0.00% | −707−21.3% | Reduced |
| Morningstar Investment Management LLC | 2,828 | $231.3K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,602 | $231.1K | 0.01% | +27+1.0% | Added |
| Summit Financial, LLC | 2,574 | $230.0K | 0.00% | +2,574 | New |
| Duncker Streett & Co Inc | 2,570 | $228.2K | 0.04% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,516 | $225.5K | 0.10% | +10+0.4% | Added |