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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11
shares
|
$730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
10
shares
|
$664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
9
shares
|
$597
0.0% of portfolio
|
Q1 2025
Reduced 97.54%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
9
shares
|
$597
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
7
shares
|
$465
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
6
shares
|
$398
0.0% of portfolio
|
Q1 2025
Reduced 98.13%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
6
shares
|
$398
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
5
shares
|
$332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
5
shares
|
$332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3
shares
|
$199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|