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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
45
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$2,603
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39
shares
|
$2,476
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
36
shares
|
$2,286
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
33
shares
|
$2,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
32
shares
|
$2,032
0.0% of portfolio
|
Q2 2024
Added 77.78%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
31
shares
|
$1,968
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
29
shares
|
$1,841
0.0% of portfolio
|
Q2 2024
Added 52.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
28
shares
|
$1,778
0.0% of portfolio
|
Q3 2024
Reduced 86.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$1,587
0.0% of portfolio
|
Q2 2024
Reduced 98.71%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
23
shares
|
$1,460
0.0% of portfolio
|
Q2 2023
Reduced 65.22%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20
shares
|
$1,270
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
20
shares
|
$1,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
20
shares
|
$1,270
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
20
shares
|
$1,270
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
17
shares
|
$1,079
0.0% of portfolio
|
Q1 2024
Reduced 41.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
16
shares
|
$1,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
16
shares
|
$1,016
0.0% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
15
shares
|
$952
0.0% of portfolio
|
Q2 2024
Reduced 42.31%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
15
shares
|
$952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
11
shares
|
$698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
10
shares
|
$635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
9
shares
|
$571
0.0% of portfolio
|
Q2 2024
Added 28.57%
|