Institutional Ownership Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR). We have compiled data on the 888 institutions that hold shares in the stock, with a total of 421 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
124
shares
|
$8,324
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
121
shares
|
$8,122
0.0% of portfolio
|
Q4 2023
Added 2320.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
121
shares
|
$8,122
0.0% of portfolio
|
Q2 2023
Added 290.32%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
118
shares
|
$7,921
0.0% of portfolio
|
Q2 2025
Reduced 62.18%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
117
shares
|
$7,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
117
shares
|
$7,854
0.01% of portfolio
|
Q2 2025
Reduced 48.23%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
109
shares
|
$7,317
0.0% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
106
shares
|
$7,115
0.01% of portfolio
|
Q1 2025
Added 307.69%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$6,847
0.0% of portfolio
|
Q2 2022
Added 142.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
100
shares
|
$6,713
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$6,713
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$6,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
99
shares
|
$6,645
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
94
shares
|
$6,310
0.0% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
94
shares
|
$6,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94
shares
|
$6,310
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
90
shares
|
$6,041
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
90
shares
|
$6,041
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
88
shares
|
$5,907
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
88
shares
|
$5,907
0.0% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
87
shares
|
$5,840
0.0% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
83
shares
|
$5,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
82
shares
|
$5,504
0.0% of portfolio
|
Q2 2025
Added 30.16%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
81
shares
|
$5,437
0.0% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
79
shares
|
$5,303
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|