Institutional Ownership Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR). We have compiled data on the 842 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
73
shares
|
$4,958
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
73
shares
|
$4,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
73
shares
|
$4,958
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
71
shares
|
$4,823
0.0% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
69
shares
|
$4,687
0.0% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
65
shares
|
$4,415
0.0% of portfolio
|
Q3 2023
Added 225.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
65
shares
|
$4,415
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
65
shares
|
$4,415
0.0% of portfolio
|
Q4 2024
Reduced 63.89%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
64
shares
|
$4,347
0.0% of portfolio
|
Q2 2024
Added 156.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
64
shares
|
$4,347
0.0% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
63
shares
|
$4,279
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
63
shares
|
$4,279
0.0% of portfolio
|
Q4 2024
Reduced 82.4%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
62
shares
|
$4,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
62
shares
|
$4,211
0.0% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
61
shares
|
$4,143
0.0% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
55
shares
|
$3,736
0.0% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
54
shares
|
$3,668
0.0% of portfolio
|
Q4 2024
Reduced 97.25%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$3,396
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
50
shares
|
$3,396
0.0% of portfolio
|
Q1 2025
Added 72.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
46
shares
|
$3,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
45
shares
|
$3,056
0.0% of portfolio
|
Q4 2024
Added 181.25%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
45
shares
|
$3,056
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
41
shares
|
$2,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$2,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$2,649
0.0% of portfolio
|
Q3 2021
New holding
|