Skip to content
Disclosery

VTR VENTAS INC

Follow

REIT (common), issuer CIK 740260

925 managers (955 13F filers) reported a position in VTR shares at 2026-06-30, 521,850,475 shares in all. 102 filers opened a position and 75 filers sold out during the quarter.

Managers
925
13F filers
955
New
102
Added
412
Reduced
293
Sold out
75
Shares held by filers
521,850,475

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Smith Maurice Sdirector2026-10-06+18.324 A$81.86Form 4
Martino Roxanne Mdirector2026-10-06+18.324 A$81.86Form 4
Sayed Lauridaofficer (SVP, Chief Accounting Officer)2026-10-05+4,301 A$81.36Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Guinness Atkinson Asset Management Inc152$13.5K0.01%013F-HRTimeline
New England Capital Financial Advisors …152$13.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT148$13.1K<0.01%13F-HRTimeline
Park Place Capital Corp132$11.7K<0.01%-413F-HRTimeline
Wilkerson Advisory Group LLC132$11.7K<0.01%+2513F-HRTimeline
AdvisorNet Financial, Inc127$11.3K<0.01%+3713F-HRTimeline
Bare Financial Services, Inc126$11.2K<0.01%+5913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.125$11.1K0.01%+2213F-HRTimeline
Financial Life Planners124$11K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.124$11K<0.01%013F-HRTimeline
High Note Wealth, LLC124$11K<0.01%+113F-HRTimeline
Cornerstone Financial Management LLC123$10.9K0.01%+5013F-HR/ATimeline
Continuum Advisory, LLC122$10.8K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST117$10.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC116$10.3K<0.01%+1213F-HRTimeline
SUMMIT SECURITIES GROUP LLC113$10K<0.01%+3513F-HRTimeline
TSFG, LLC109$10K<0.01%013F-HRTimeline
Sachetta, LLC112$9.95K<0.01%+313F-HRTimeline
Kingdom Financial Group LLC.112$9.95K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC110$9.84K<0.01%013F-HRTimeline
Marquette Asset Management, LLC108$9.59K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.100$8.89K<0.01%+5613F-HRTimelineGroup
Institute for Wealth Management, LLC.100$8.88K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.100$8.88K<0.01%013F-HRTimeline
Premier Financial Group100$8.88K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC89$7.9K<0.01%-4313F-HRTimeline
Joseph Group Capital Management87$7.73K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC87$7.73K<0.01%013F-HRTimeline
Stone House Investment Management, LLC83$7.37K<0.01%013F-HRTimeline
MTM Investment Management, LLC78$6.93K<0.01%-20013F-HRTimeline
Greykasell Wealth Strategies, Inc.72$6.39K<0.01%013F-HRTimeline
SHP Wealth Management71$6.3K<0.01%+1413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC70$6.22K<0.01%+4613F-HRTimeline
Kilter Group LLC70$6.22K<0.01%-713F-HRTimeline
MJT & Associates Financial Advisory Gro…69$6.13K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC68$6.04K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.65$5.77K<0.01%+1313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC63$5.63K<0.01%+1013F-HRTimeline
Quest 10 Wealth Builders, Inc.62$5.52K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC59$5.24K<0.01%013F-HRTimeline
Dunhill Financial, LLC57$5.13K<0.01%+313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …57$5.1K0.01%013F-HRTimeline
Strengthening Families & Communities, L…57$5.06K<0.01%new13F-HRTimeline
MidFirst Bank57$5.06K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.56$5.03K<0.01%+5613F-HRTimeline
Financial Management Professionals, Inc.51$4.55K<0.01%+413F-HRTimeline
Aberdeen Wealth Management LLC50$4.44K<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…50$4.44K<0.01%new13F-HRTimeline
Burk Holdings LLC48$4.26K<0.01%013F-HRTimeline
Aspect Partners, LLC47$4.17K<0.01%013F-HRTimeline
Hughes Financial Services, LLC47$4.17K<0.01%+2213F-HRTimeline
MCDONALD PARTNERS LLC46$4.08K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC44$3.91K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC44$3.91K<0.01%new13F-HRTimeline
Mosley Wealth Management40$3.55K<0.01%-213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…39$3.46K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC36$3.2K<0.01%-10113F-HRTimelineGroup
Triumph Capital Management36$3.2K<0.01%+913F-HRTimeline
Crewe Advisors LLC35$3.11K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.35$3.11K<0.01%+713F-HRTimeline
Caitong International Asset Management …35$3.11K<0.01%+2713F-HRTimeline
Centerpoint Advisors, LLC39$3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.33$2.95K<0.01%-4313F-HRTimelineGroup
RMG Wealth Management LLC33$2.94K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG32$2.84K<0.01%+1713F-HRTimelineGroup
Basepoint Wealth LLC31$2.79K<0.01%013F-HRTimeline
Fulcrum Asset Management LLP30$2.68K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp30$2.66K<0.01%-813F-HRTimelineGroup
Principia Wealth Advisory, LLC30$2.66K<0.01%+413F-HRTimeline
First Command Advisory Services, Inc.29$2.58K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC27$2.4K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC27$2.4K<0.01%+413F-HRTimeline
Planning Strategies Inc.26$2.31K<0.01%13F-HRTimeline
NFSG Corp23$2.07K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23$2.04K<0.01%-613F-HRTimelineGroup
Signature Equity Partners, LLC23$2.01K<0.01%013F-HRTimeline
Clark Wealth Partners22$1.95K<0.01%-2513F-HRTimeline
Rialto Wealth Management, LLC21$1.86K<0.01%+713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …20$1.78K<0.01%13F-HRTimelineGroup
J.Safra Asset Management Corp20$1.78K<0.01%013F-HRTimeline
Activest Wealth Management20$1.78K<0.01%-28113F-HRTimeline
1015 Capital Partners, LLC19$1.69K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC18$1.6K<0.01%-1813F-HRTimeline
Asset Dedication, LLC18$1.6K<0.01%+1713F-HRTimeline
American Capital Advisory, LLC17$1.51K<0.01%+613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.16$1.42K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC16$1.42K<0.01%013F-HRTimeline
Nemes Rush Group LLC16$1.42K<0.01%013F-HRTimeline
NVWM, LLC15$1.33K<0.01%013F-HRTimeline
Breakwater Investment Management15$1.33K<0.01%+713F-HRTimeline
Millstone Evans Group, LLC15$1.33K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC15$1.33K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC14$1.29K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC14$1.24K<0.01%new13F-HRTimeline
Davis Capital Management13$1.15K<0.01%+913F-HRTimeline
Smithfield Trust Co11$1K<0.01%013F-HRTimeline
Silicon Valley Capital Partners11$983<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…11$977<0.01%-1513F-HRTimeline
Strategic Investment Solutions, Inc. /IL11$977<0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.10$894<0.01%013F-HRTimeline
Abound Wealth Management10$888<0.01%-5513F-HRTimeline
Estabrook Capital Management7$622<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC7$622<0.01%013F-HRTimeline
Valued Wealth Advisors LLC6$536<0.01%013F-HRTimeline
Trust Co6$533<0.01%013F-HRTimeline
Quaker Wealth Management, LLC6$533<0.01%-613F-HRTimeline
Morton Brown Family Wealth, LLC6$533<0.01%new13F-HRTimeline
LRI Investments, LLC6$533<0.01%013F-HRTimeline
Redwood Park Advisors LLC6$533<0.01%013F-HRTimeline
IMA Advisory Services, Inc.5$447<0.01%013F-HRTimeline
Mechanics Financial Corp5$444<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$443<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.4$356<0.01%new13F-HRTimeline
Tidemark, LLC4$355<0.01%013F-HRTimeline
DecisionPoint Financial, LLC3$269<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC3$267<0.01%013F-HRTimeline
Downshift Financial, LLC3$266<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2$221<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2$178<0.01%-9713F-HRTimeline
IMG Wealth Management, Inc.2$178<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC2$178<0.01%013F-HRTimeline
Highland Investment Advisors LLC2$178<0.01%13F-HRTimeline
NorthAvenue LLC1$89<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1$89<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1$82<0.01%new13F-HRTimeline

Events

  • Smith Maurice S acquired 18.324 VTR shares on 2026-10-06, Form 4 filed 2026-10-07. 0001841752-26-000026

    Accepted , ingested

  • Martino Roxanne M acquired 18.324 VTR shares on 2026-10-06, Form 4 filed 2026-10-07. 0001676558-26-000018

    Accepted , ingested

  • Sayed Laurida acquired 4,301 VTR shares on 2026-10-05, Form 4 filed 2026-10-07. 0002021844-26-000007

    Accepted , ingested

  • Sayed Laurida reported holdings of VTR shares in a Form 3 filed 2026-10-07. 0002021844-26-000006

    Accepted , ingested