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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
37
shares
|
$2,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
36
shares
|
$2,416
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
36
shares
|
$2,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
36
shares
|
$2,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
33
shares
|
$2,215
0.0% of portfolio
|
Q1 2025
Reduced 74.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
31
shares
|
$2,081
0.0% of portfolio
|
Q2 2025
Reduced 43.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
26
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
Added 73.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
26
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$1,678
0.0% of portfolio
|
Q2 2024
Reduced 98.71%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
23
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
Added 283.33%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
21
shares
|
$1,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,342
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20
shares
|
$1,342
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
20
shares
|
$1,342
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,342
0.0% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
19
shares
|
$1,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$1,275
0.0% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
18
shares
|
$1,208
0.0% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17
shares
|
$1,141
0.0% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
17
shares
|
$1,141
0.0% of portfolio
|
Q1 2024
Reduced 41.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
17
shares
|
$1,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
16
shares
|
$1,074
0.0% of portfolio
|
Q2 2025
Reduced 82.22%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
16
shares
|
$1,074
0.0% of portfolio
|
Q2 2025
New holding
|