Institutional Ownership Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR). We have compiled data on the 787 institutions that hold shares in the stock, with a total of 367 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
986
shares
|
$62,709
0.0% of portfolio
|
Q1 2024
Reduced 90.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
952
shares
|
$60,547
0.01% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
949
shares
|
$60,356
0.0% of portfolio
|
Q4 2023
Reduced 30.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
940
shares
|
$59,784
0.01% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
885
shares
|
$56,286
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
825
shares
|
$52,470
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
821
shares
|
$52,215
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
789
shares
|
$50,180
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
788
shares
|
$50,116
0.03% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
782
shares
|
$49,735
0.01% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
764
shares
|
$48,590
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
754
shares
|
$47,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
747
shares
|
$47,509
0.0% of portfolio
|
Q3 2024
Reduced 87.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
744
shares
|
$47,318
0.01% of portfolio
|
Q3 2024
Reduced 37.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
736
shares
|
$46,809
0.01% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
715
shares
|
$45,474
0.0% of portfolio
|
Q2 2022
Added 5.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
714
shares
|
$45,410
0.0% of portfolio
|
Q3 2024
Added 61.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
663
shares
|
$42,166
0.0% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
657
shares
|
$41,785
0.01% of portfolio
|
Q2 2023
Added 184.42%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
642
shares
|
$40,831
0.03% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
642
shares
|
$40,831
0.0% of portfolio
|
Q2 2024
Added 26.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
637
shares
|
$40,513
0.0% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
603
shares
|
$38,350
0.03% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
588
shares
|
$37,396
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
584
shares
|
$37,142
0.0% of portfolio
|
Q3 2024
Added 1.21%
|