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 |
---|---|---|---|---|---|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
87
shares
|
$5,780
0.0% of portfolio
|
Q1 2025
Added 10.13%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
79
shares
|
$5,248
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
79
shares
|
$5,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
77
shares
|
$5,115
0.0% of portfolio
|
Q2 2025
Reduced 66.52%
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
74
shares
|
$4,916
0.0% of portfolio
|
Q3 2023
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
73
shares
|
$4,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
73
shares
|
$4,850
0.0% of portfolio
|
Q2 2023
New holding
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
72
shares
|
$4,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
71
shares
|
$4,717
0.0% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
67
shares
|
$4,451
0.0% of portfolio
|
Q2 2025
Added 81.08%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
65
shares
|
$4,318
0.0% of portfolio
|
Q3 2023
Added 225.0%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
64
shares
|
$4,252
0.0% of portfolio
|
Q2 2024
Added 156.0%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
64
shares
|
$4,252
0.0% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
63
shares
|
$4,185
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
62
shares
|
$4,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
61
shares
|
$4,052
0.0% of portfolio
|
Q3 2024
Added 17.31%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
59
shares
|
$3,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
57
shares
|
$3,787
0.01% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
55
shares
|
$3,654
0.0% of portfolio
|
Q1 2025
Reduced 25.68%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
55
shares
|
$3,654
0.0% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
47
shares
|
$3,122
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
46
shares
|
$3,056
0.0% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
46
shares
|
$3,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
45
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
Added 181.25%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
41
shares
|
$2,724
0.0% of portfolio
|
Q3 2023
New holding
|