Purchases and Sales Made in Q1 2025 in Ventas, Inc. (VTR)
This table provides information about the institutional ownership of Ventas, Inc. (VTR) during Q1 2025. The information is specifically focused on institutions that hold shares of Ventas, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
80+ 307.69% |
$4.55K - $5.64K
|
106
$7.37K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
79+ 1.19% |
$4.5K - $5.57K
|
6.72K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
74+ 1.14% |
$4.21K - $5.21K
|
6.56K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
73+ 1.41% |
$4.15K - $5.14K
|
5.24K
$364K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 1.1% |
$3.76K - $4.65K
|
6.04K
$420K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.2% |
$3.7K - $4.58K
|
5.46K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
64+ 1.78% |
$3.64K - $4.51K
|
3.67K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 6.14% |
$3.3K - $4.09K
|
1K
$69.7K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
58+ 3.13% |
$3.3K - $4.09K
|
1.91K
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52+ 1.03% |
$2.96K - $3.66K
|
5.12K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
50+ 0.22% |
$2.85K - $3.52K
|
22.6K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
50+ 0.93% |
$2.85K - $3.52K
|
5.46K
$379K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 2.17% |
$2.11K - $2.61K
|
1.74K
$121K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36+ 133.33% |
$2.05K - $2.54K
|
63
$4.38K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36New |
$2.05K - $2.54K
|
36
$2.5K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
35+ 1.0% |
$1.99K - $2.47K
|
3.55K
$247K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33New |
$1.88K - $2.33K
|
33
$2.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
28New |
$1.59K - $1.97K
|
28
$1.95K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
28+ 44.44% |
$1.59K - $1.97K
|
91
$6.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 1.74% |
$1.25K - $1.55K
|
1.28K
$89.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 72.41% |
$1.19K - $1.48K
|
50
$3.48K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 1.09% |
$1.14K - $1.41K
|
1.86K
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$1.02K - $1.27K
|
18
$1.25K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18New |
$1.02K - $1.27K
|
18
$1.25K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
17New |
$967 - $1.2K
|
17
$1.18K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
16+ 0.62% |
$910 - $1.13K
|
2.6K
$181K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14New |
$797 - $987
|
14
$974
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13+ 54.17% |
$740 - $916
|
37
$2.57K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.1% |
$740 - $916
|
12.9K
$896K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.88% |
$683 - $846
|
216
$15K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 9.92% |
$683 - $846
|
133
$9.25K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$626 - $775
|
11
$765
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.06% |
$569 - $705
|
15.8K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$569 - $705
|
10
$696
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 100.0% |
$569 - $705
|
20
$1.39K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$512 - $634
|
9
$626
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9+ 0.04% |
$512 - $634
|
21.8K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 90.0% |
$512 - $634
|
19
$1.32K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 2.73% |
$512 - $634
|
339
$23.6K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 10.13% |
$455 - $564
|
87
$6.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
8+ 7.84% |
$455 - $564
|
110
$7.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8+ 0.15% |
$455 - $564
|
5.19K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$341 - $423
|
6
$417
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.75% |
$285 - $352
|
668
$46.5K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$285 - $352
|
5
$348
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.17% |
$285 - $352
|
235
$16.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5New |
$285 - $352
|
5
$348
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$171 - $211
|
3
$209
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.42% |
$171 - $211
|
720
$50.1K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.8% |
$171 - $211
|
379
$26.4K
|