# VENTAS INC (VTR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VTR/

- Reporting holders: 33
- Reported value: $50.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $42.7M | 502,287 | 0.3% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.5M | 17,488 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 13,772 | 0.0% | 7 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $961.5K | 11,309 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $911.2K | 10,717 | 0.0% | 16 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $897.0K | 10,550 | 0.2% | 9 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $274.6K | 3,230 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $238.4K | 2,804 | 0.0% | 11 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $228.3K | 2,685 | 0.0% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $222.2K | 2,614 | 0.0% | 1 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $211.4K | 2,524 | 0.1% | 11 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $170.0K | 2,000 | 0.0% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $121.6K | 1,430 | 0.0% | 28 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $106.3K | 1,250 | 0.0% | 19 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $92.0K | 1,083 | 0.1% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $79.3K | 933 | 0.0% | 12 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $40.7K | 479 | 0.0% | 10 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $30.0K | 353 | 0.0% | 10 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $28.2K | 332 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $15.1K | 178 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $14.9K | 175 | 0.0% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $13.3K | 156 | 0.0% | 9 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $9.2K | 108 | 0.0% | 5 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $8.7K | 102 | 0.0% | 3 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $5.9K | 69 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 33 | $50.0M |
| Q2 2026 | 961 | $50.5B |
| Q1 2026 | 936 | $41.2B |
| Q4 2025 | 936 | $38.0B |
| Q3 2025 | 831 | $33.7B |
| Q2 2025 | 808 | $28.3B |
| Q1 2025 | 817 | $30.1B |
| Q4 2024 | 765 | $25.0B |
| Q3 2024 | 729 | $27.4B |
| Q2 2024 | 695 | $21.3B |
| Q1 2024 | 651 | $18.1B |
| Q4 2023 | 663 | $20.3B |

