Institutional Ownership Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR). We have compiled data on the 785 institutions that hold shares in the stock, with a total of 366 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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
153
shares
|
$9,730
0.0% of portfolio
|
Q2 2024
Added 57.73%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
151
shares
|
$9,603
0.0% of portfolio
|
Q3 2024
Added 112.68%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
146
shares
|
$9,285
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
145
shares
|
$9,222
0.0% of portfolio
|
Q4 2022
Added 1.4%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
138
shares
|
$8,776
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
136
shares
|
$8,649
0.0% of portfolio
|
Q2 2022
Reduced 11.11%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
134
shares
|
$8,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
125
shares
|
$7,950
0.0% of portfolio
|
Q3 2021
Reduced 46.35%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
124
shares
|
$7,886
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
121
shares
|
$7,695
0.0% of portfolio
|
Q2 2023
Added 290.32%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
121
shares
|
$7,695
0.0% of portfolio
|
Q4 2023
Added 2320.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
119
shares
|
$7,568
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
116
shares
|
$7,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
110
shares
|
$6,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
109
shares
|
$6,932
0.0% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
108
shares
|
$6,868
0.0% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
103
shares
|
$6,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
102
shares
|
$6,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
102
shares
|
$6,487
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$6,487
0.0% of portfolio
|
Q2 2022
Added 142.86%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$6,360
0.0% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$6,360
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
100
shares
|
$6,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
99
shares
|
$6,296
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94
shares
|
$5,978
0.0% of portfolio
|
Q2 2022
New holding
|