VTR · Company research
Ventas, Inc. (VTR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 170040000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Old North State Wealth Management, LLC | 2041262 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42875 | 3810461 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33050 | 2934840 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 646394 | 57399787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21600 | 1918080 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235 | 21 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 663205 | 58893 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137422 | 12203074 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1085601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 704366 | 62547701 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227374 | 20190812 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107765 | 9569532 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ninety One UK Ltd | 1418329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198460 | 17623249 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sava Infond d.o.o. | 2055882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39385 | 3497388 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274 | 24331 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70641 | 5889196 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2820 | 250416 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swedbank AB | 946431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 615853 | 54687746 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96276 | 8549309 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8302 | 737217 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 178 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6442 | 572050 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2801 | 248729 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33807 | 3002076 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BECK CAPITAL MANAGEMENT, LLC | 1601904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24744 | 2197267 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32149 | 2854815 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6521 | 579065 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PATTON FUND MANAGEMENT, INC. | 1689232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22591 | 2006081 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13172 | 1194212 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26486 | 2351954 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1299 | 115351 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7189 | 638397 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25065 | 2226 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 82 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85872 | 7625434 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 5240 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4399 | 390631 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24332 | 2160693 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2516 | 223457 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22617 | 66118 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5703 | 506382 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 9946 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3729 | 331151 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SUN LIFE FINANCIAL INC | 1097362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5949 | 528 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 617761 | 54857177 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AEW CAPITAL MANAGEMENT L P | 1046187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60329 | 5357215 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11943 | 1060538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 26285 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Alpha Wave Global, LP | 1558858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262982 | 23352802 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ascentis Independent Advisors | 1845003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 2930 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96841 | 8599451 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2566715 | 227924292 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6538 | 580547 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123913 | 11002235 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1947 | 174549 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41118 | 3651278 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Compound Planning, Inc. | 1978879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5233 | 464655 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Foundations Investment Advisors, LLC | 1743404 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5722 | 508118 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6532 | 580027 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 940967 | 83557870 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65366390 | 736108 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Gilman Hill Asset Management, LLC | 1551969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94369 | 8379979 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3261 | 289577 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168800 | 14989440 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19118 | 1697654 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 178 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| PINNACLE ASSOCIATES LTD | 743127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5768 | 512203 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1183 | 105050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1744349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2532 | 225419 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CreativeOne Wealth, LLC | 1739728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4004 | 355586 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 765443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1578286 | 140151797 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8097 | 719014 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11766 | 1044821 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PERSONAL CFO SOLUTIONS, LLC | 1677501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10257 | 916153 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37661 | 3344 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Balefire, LLC | 1750924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5938 | 527294 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6558 | 582350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 15895 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| JOHNSON INVESTMENT COUNSEL INC | 821197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4352 | 386458 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Sarasin & Partners LLP | 1510481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20123 | 1786922 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16357794 | 1452572133 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.