Who owns Ventas (VTR)
Which tracked institutional funds hold VTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
306 tracked funds added or opened VTR while 145 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VTR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes VTR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 893 tracked filers holding VTR, 492 increased or opened the position and 421 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VTR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- WCM INVESTMENT MANAGEMENT, LLC$699M
- Jupiter Topco LLC$101M
- Bahl & Gaynor LLC$68M
- JUPITER ASSET MANAGEMENT LTD$18M
- MIZUHO MARKETS AMERICAS LLC$14M
- Nykredit A/S$12M
Full exits 71
- COHEN & STEERS, INC.$491M
- Amundi$136M
- Qube Research & Technologies Ltd$110M
- JANUS HENDERSON GROUP PLC$100M
- CANADA LIFE ASSURANCE Co$92M
- ACADIAN ASSET MANAGEMENT LLC$90M
Largest adds
- JPMORGAN CHASE & CO$1.0B
- BlackRock, Inc.$911M
- VANGUARD PORTFOLIO MANAGEMENT LLC$411M
- VANGUARD CAPITAL MANAGEMENT LLC$296M
- STATE STREET CORP$274M
- SCHRODER INVESTMENT MANAGEMENT GROUP$249M
Largest trims
- TWO SIGMA INVESTMENTS, LP$269M
- UBS Group AG$164M
- Daiwa Securities Group Inc.$143M
- BARCLAYS PLC$102M
- CI INVESTMENTS INC.$87M
- BAMCO INC /NY/$57M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 55,781,968 | $5.0B | 11.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 43,693,905 | $3.9B | 9.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 42,627,293 | $3.8B | 8.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 31,759,575 | $2.8B | 6.7% | 2026-Q2 |
| STATE STREET CORP added | 30,526,195 | $2.7B | 6.4% | 2026-Q2 |
| FMR LLC trimmed | 26,246,531 | $2.3B | 5.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,008,360 | $1.2B | 2.9% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 13,969,657 | $1.2B | 2.9% | 2026-Q2 |
| Capital World Investors added | 11,665,969 | $1.0B | 2.4% | 2026-Q2 |
| APG Asset Management US Inc. | 11,314,857 | $1.0B | 2.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 8,975,186 | $797M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 7,885,794 | $700M | 1.7% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC new | 7,824,883 | $699M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 7,393,600 | $657M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,942,709 | $617M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 6,784,388 | $602M | 1.4% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 6,627,776 | $589M | 1.4% | 2026-Q2 |
| Legal & General Group Plc added | 5,651,463 | $502M | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 5,332,595 | $474M | 1.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 5,116,993 | $454M | 1.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 5,088,082 | $452M | 1.1% | 2026-Q2 |
| NORGES BANK trimmed | 4,993,179 | $443M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,981,404 | $442M | 1.0% | 2026-Q2 |
| Nuveen, LLC trimmed | 4,898,773 | $435M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,749,407 | $422M | 1.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,415,869 | $409M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,396,344 | $390M | 0.9% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 4,366,528 | $388M | 0.9% | 2026-Q2 |
| Resolution Capital Ltd trimmed | 3,988,965 | $354M | 0.8% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 3,342,565 | $297M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,957,103 | $260M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,899,746 | $257M | 0.6% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,863,545 | $254M | 0.6% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 2,856,207 | $254M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,729,390 | $242M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,566,715 | $228M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,139,057 | $190M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 2,097,954 | $186M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 2,095,569 | $186M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,051,159 | $182M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,774,572 | $158M | 0.4% | 2026-Q2 |
| Aberdeen Group plc added | 1,658,420 | $147M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,643,978 | $146M | 0.3% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,627,271 | $145M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,581,541 | $140M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,434,026 | $127M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,363,300 | $121M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,356,870 | $120M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,342,068 | $119M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,306,881 | $112M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,284,685 | $114M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,230,407 | $109M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 1,140,949 | $101M | 0.2% | 2026-Q2 |
| RUSH ISLAND MANAGEMENT, LP trimmed | 1,113,660 | $99M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 1,107,853 | $98M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,106,714 | $98M | 0.2% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC added | 1,085,445 | $97M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,057,248 | $94M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,049,724 | $93M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,024,193 | $91M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,016,078 | $83M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 982,376 | $87M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 978,846 | $87M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 969,136 | $86M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 961,786 | $85M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 947,554 | $84M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 943,425 | $84M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 940,967 | $84M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 882,327 | $78M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 871,200 | $77M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 867,110 | $77M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 854,403 | $76M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama added | 854,307 | $76M | 0.2% | 2026-Q2 |
| National Pension Service added | 836,222 | $74M | 0.2% | 2026-Q2 |
| STRS OHIO added | 825,551 | $73M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 801,594 | $71M | 0.2% | 2026-Q2 |
| Bahl & Gaynor LLC new | 766,685 | $68M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK added | 763,175 | $68M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 753,089 | $67M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 736,108 | $65M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 728,429 | $65M | 0.2% | 2026-Q2 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC trimmed | 704,366 | $63M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 698,829 | $62M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 692,476 | $61M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 691,749 | $61M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 660,310 | $59M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 646,394 | $57M | 0.1% | 2026-Q2 |
| Swedbank AB added | 643,148 | $57M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 621,652 | $55M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 617,761 | $55M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 606,975 | $54M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 599,953 | $53M | 0.1% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 593,888 | $53M | 0.1% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd trimmed | 592,870 | $53M | 0.1% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 581,300 | $52M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 564,961 | $50M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 563,347 | $50M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 562,846 | $50M | 0.1% | 2026-Q2 |
| Land & Buildings Investment Management, LLC added | 527,994 | $47M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 498,412 | $44M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.