Institutional Ownership Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR). We have compiled data on the 917 institutions that hold shares in the stock, with a total of 418 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
6,600
shares
|
$514,800
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
6,528
shares
|
$509,184
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
6,499
shares
|
$506,922
0.12% of portfolio
|
Q3 2025
Added 15.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,485
shares
|
$505,830
0.0% of portfolio
|
Q2 2025
Added 102.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,459
shares
|
$503,802
0.03% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,280
shares
|
$489,840
0.03% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
6,251
shares
|
$487,578
0.02% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
6,230
shares
|
$485,940
0.02% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,194
shares
|
$483,132
0.0% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,173
shares
|
$481,494
0.58% of portfolio
|
Q2 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,164
shares
|
$480,792
0.01% of portfolio
|
Q4 2023
Added 10.43%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,112
shares
|
$476,736
0.01% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,047
shares
|
$471,666
0.0% of portfolio
|
Q3 2025
Added 43.33%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
6,000
shares
|
$468,000
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
5,994
shares
|
$467,532
0.08% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,980
shares
|
$466,440
0.12% of portfolio
|
Q3 2025
Added 37.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,926
shares
|
$462,228
0.0% of portfolio
|
Q3 2025
Added 250.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
5,925
shares
|
$462,150
0.07% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,900
shares
|
$460,200
0.21% of portfolio
|
Q2 2023
Added 20.41%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
5,898
shares
|
$460,044
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,851
shares
|
$456,378
0.0% of portfolio
|
Q3 2025
Added 45.37%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,824
shares
|
$454,272
0.03% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,823
shares
|
$454,194
0.01% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,818
shares
|
$453,804
0.12% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
5,800
shares
|
$452,400
0.02% of portfolio
|
Q3 2025
Reduced 0.87%
|
|