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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
121
shares
|
$9,438
0.0% of portfolio
|
Q2 2023
Added 290.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
119
shares
|
$9,282
0.0% of portfolio
|
Q3 2025
Reduced 77.5%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
117
shares
|
$9,126
0.0% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
111
shares
|
$8,658
0.0% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
109
shares
|
$8,502
0.0% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
104
shares
|
$8,112
0.0% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
102
shares
|
$7,956
0.0% of portfolio
|
Q3 2025
Added 827.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$7,956
0.0% of portfolio
|
Q2 2022
Added 142.86%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$7,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
100
shares
|
$7,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
100
shares
|
$7,800
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
99
shares
|
$7,722
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
97
shares
|
$7,566
0.0% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94
shares
|
$7,332
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
90
shares
|
$7,020
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
90
shares
|
$7,020
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
88
shares
|
$6,864
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
88
shares
|
$6,864
0.0% of portfolio
|
Q3 2025
Reduced 24.79%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
87
shares
|
$6,786
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
85
shares
|
$6,630
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
82
shares
|
$6,396
0.0% of portfolio
|
Q2 2025
Added 30.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
80
shares
|
$6,240
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
80
shares
|
$6,240
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
74
shares
|
$5,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
73
shares
|
$5,694
0.0% of portfolio
|
Q2 2023
New holding
|
|