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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
39
shares
|
$2,591
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
36
shares
|
$2,391
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
36
shares
|
$2,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
33
shares
|
$2,192
0.0% of portfolio
|
Q1 2025
Reduced 74.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
33
shares
|
$2,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
27
shares
|
$1,793
0.0% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$1,661
0.0% of portfolio
|
Q2 2024
Reduced 98.71%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
24
shares
|
$1,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,328
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,328
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,328
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20
shares
|
$1,328
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
19
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
19
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
Added 90.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
19
shares
|
$1,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18
shares
|
$1,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
18
shares
|
$1,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
17
shares
|
$1,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
17
shares
|
$1,129
0.0% of portfolio
|
Q1 2024
Reduced 41.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
15
shares
|
$996
0.0% of portfolio
|
Q1 2025
Reduced 94.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
15
shares
|
$996
0.0% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
14
shares
|
$930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13
shares
|
$863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11
shares
|
$730
0.0% of portfolio
|
Q1 2025
New holding
|