Institutional Ownership Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR). We have compiled data on the 891 institutions that hold shares in the stock, with a total of 405 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
143
shares
|
$9,500
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
138
shares
|
$9,168
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
138
shares
|
$9,168
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
133
shares
|
$8,836
0.0% of portfolio
|
Q1 2025
Added 9.92%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
125
shares
|
$8,305
0.0% of portfolio
|
Q3 2021
Reduced 46.35%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
124
shares
|
$8,238
0.0% of portfolio
|
Q2 2023
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
121
shares
|
$8,039
0.0% of portfolio
|
Q4 2023
Added 2320.0%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
121
shares
|
$8,039
0.0% of portfolio
|
Q2 2023
Added 290.32%
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
117
shares
|
$7,773
0.01% of portfolio
|
Q1 2025
New holding
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
117
shares
|
$7,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
110
shares
|
$7,308
0.0% of portfolio
|
Q1 2025
Added 7.84%
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
109
shares
|
$7,241
0.0% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
106
shares
|
$7,042
0.01% of portfolio
|
Q1 2025
Added 307.69%
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
103
shares
|
$6,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
103
shares
|
$6,843
0.0% of portfolio
|
Q1 2025
Added 1960.0%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
102
shares
|
$6,776
0.0% of portfolio
|
Q2 2022
Added 142.86%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
100
shares
|
$6,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$6,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$6,644
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
99
shares
|
$6,577
0.0% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94
shares
|
$6,245
0.0% of portfolio
|
Q2 2022
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
90
shares
|
$5,979
0.0% of portfolio
|
Q2 2023
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
90
shares
|
$5,979
0.0% of portfolio
|
Q4 2021
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
90
shares
|
$5,979
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
88
shares
|
$5,846
0.0% of portfolio
|
Q2 2025
Added 214.29%
|