Who holds VTRticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

VENTAS INC · COM · quarter ended 2026-03-31 · 14 members disclosed VTR ↗

721

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$34.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

387

addsholders whose share count rose or who opened the position (new + add), by shares

100

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of VTR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.6B	56,582,774	+1,489,789	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.4B	41,261,965	—	no prior
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.5B	30,866,845	—	no prior
4	STATE STREET CORP	$2.5B	29,798,498	+135,863	add
5	FMR LLC	$2.2B	27,251,339	−2,029,740	trim
6	PRINCIPAL FINANCIAL GROUP INC	$1.3B	15,335,080	−63,314	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	13,501,043	+512,100	add
8	APG Asset Management US Inc.	$928M	11,314,857	−443,628	trim
9	Capital World Investors	$821M	10,043,871	+2,365,967	add
10	DIMENSIONAL FUND ADVISORS LP	$588M	7,190,594	+253,019	add
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$527M	6,447,367	+232,324	add
12	MORGAN STANLEY	$522M	6,387,470	+43,123	add
13	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$485M	5,928,521	−562,896	trim
14	NORTHERN TRUST CORP	$468M	5,720,948	+18,495	add
15	Legal & General Group Plc	$450M	5,505,368	−259,672	trim
16	Daiwa Securities Group Inc.	$440M	5,382,664	+677,073	add
17	Invesco Ltd.	$419M	5,119,069	−332,414	trim
18	Nuveen, LLC	$405M	4,948,676	−539,122	trim
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$386M	4,722,545	+73,769	add
20	DEUTSCHE BANK AG\	$386M	4,722,275	+817,982	add
21	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$383M	4,501,062	−366,434	trim
22	CANADA PENSION PLAN INVESTMENT BOARD	$360M	4,404,125	+1,072,844	add
23	Resolution Capital Ltd	$343M	4,192,008	−1,022,758	trim
24	TWO SIGMA INVESTMENTS, LP	$327M	3,993,505	+2,368,708	add
25	UBS Group AG	$310M	3,791,031	+674,260	add
26	AQR CAPITAL MANAGEMENT LLC	$240M	2,934,067	−48,566	trim
27	Bank of New York Mellon Corp	$232M	2,837,699	−31,263	trim
28	VANGUARD FIDUCIARY TRUST CO	$219M	2,672,423	—	no prior
29	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$214M	2,611,874	+2,611,874	new
30	BANK OF AMERICA CORP /DE/	$208M	2,549,214	+390,928	add
31	SCHRODER INVESTMENT MANAGEMENT GROUP	$205M	2,511,625	−44,099	trim
32	Sumitomo Mitsui Trust Group, Inc.	$186M	2,275,887	−234,579	trim
33	AMERICAN CENTURY COMPANIES INC	$167M	2,037,929	−200,173	trim
34	HSBC HOLDINGS PLC	$163M	1,993,819	−1,883,141	trim
35	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$155M	1,890,027	+38,059	add
36	CITIGROUP INC	$149M	1,827,868	+1,029,855	add
37	CI INVESTMENTS INC.	$148M	1,812,752	−494,259	trim
38	Amundi	$136M	1,660,529	+137,657	add
39	Aberdeen Group plc	$135M	1,656,295	−57,871	trim
40	VOYA INVESTMENT MANAGEMENT LLC	$122M	1,492,100	+1,367,419	add
41	Mitsubishi UFJ Asset Management Co., Ltd.	$119M	1,456,413	+110,302	add
42	RUSH ISLAND MANAGEMENT, LP	$115M	1,402,660	−230,795	trim
43	Swiss National Bank	$113M	1,378,568	+133,200	add
44	ADAGE CAPITAL PARTNERS GP, L.L.C.	$110M	1,345,500	+19,474	add
45	Qube Research & Technologies Ltd	$110M	1,341,819	+437,122	add
46	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$106M	1,298,255	+1,298,255	new
47	Janus Henderson Group Ltd.	$99.7M	1,219,029	−2,506	trim
48	AMERIPRISE FINANCIAL INC	$98.7M	1,260,180	+941,161	add
49	PANAGORA ASSET MANAGEMENT INC	$95.4M	1,166,375	−205,460	trim
50	ALLIANCEBERNSTEIN L.P.	$91.0M	1,176,073	−69,180	trim
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$88.8M	1,086,136	−126,474	trim
52	FRANKLIN RESOURCES INC	$86.8M	1,061,665	−52,820	trim
53	Vanguard Global Advisers, LLC	$85.1M	1,040,578	—	no prior
54	Universal- Beteiligungs- und Servicegesellschaft mbH	$83.6M	1,023,216	+166,031	add
55	BAMCO INC /NY/	$81.6M	998,339	−221,144	trim
56	NOMURA ASSET MANAGEMENT CO LTD	$75.7M	926,162	+50,786	add
57	Asset Management One Co., Ltd.	$74.0M	904,509	−20,291	trim
58	Retirement Systems of Alabama	$69.8M	853,037	+3,299	add
59	1832 Asset Management L.P.	$68.9M	842,550	−21,809	trim
60	STOREBRAND ASSET MANAGEMENT AS	$68.6M	839,240	—	no prior
61	VANGUARD ASSET MANAGEMENT, Ltd	$67.6M	826,619	—	no prior
62	RENAISSANCE TECHNOLOGIES LLC	$66.3M	810,571	−205,190	trim
63	ANTIPODES PARTNERS Ltd	$64.8M	792,378	−64,594	trim
64	National Pension Service	$64.1M	783,695	+783,695	new
65	CHILTON CAPITAL MANAGEMENT LLC	$63.5M	775,365	−18,771	trim
66	Zurich Insurance Group Ltd/FI	$62.8M	768,351	−42,094	trim
67	MACKENZIE FINANCIAL CORP	$61.6M	753,662	+170,186	add
68	Engineers Gate Manager LP	$60.7M	742,214	+72,712	add
69	HEITMAN REAL ESTATE SECURITIES LLC	$59.0M	721,474	−168,573	trim
70	BNP Paribas Asset Management Holding S.A.	$56.0M	684,928	+21,898	add
71	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$55.3M	676,228	−108,739	trim
72	SEI INVESTMENTS CO	$54.0M	660,428	+21,378	add
73	Gotham Asset Management, LLC	$52.1M	637,553	+98,399	add
74	GRS Advisors, LLC	$51.1M	624,771	+587,484	add
75	Adelante Capital Management LLC	$50.4M	616,206	−79,031	trim
76	Apollo Management Holdings, L.P.	$47.5M	581,300	+7,900	add
77	Zurcher Kantonalbank (Zurich Cantonalbank)	$46.6M	570,060	+8,209	add
78	Allianz Asset Management GmbH	$44.9M	549,601	+35,413	add
79	CITADEL ADVISORS LLC	$44.8M	547,353	−672,251	trim
80	Swedbank AB	$44.7M	546,659	+73,401	add
81	Vanguard Investments Australia, Ltd.	$44.7M	546,390	—	no prior
82	ROYAL BANK OF CANADA	$44.2M	540,916	−331,837	trim
83	FIRST TRUST ADVISORS LP	$44.1M	538,773	+116,978	add
84	RAYMOND JAMES FINANCIAL INC	$39.8M	486,706	+19,234	add
85	Alyeska Investment Group, L.P.	$39.3M	480,766	−576,165	trim
86	Susquehanna Portfolio Strategies, LLC	$36.6M	447,172	+28,613	add
87	Mitsubishi UFJ Trust & Banking Corp	$35.3M	431,895	+56,651	add
88	D. E. Shaw & Co., Inc.	$34.6M	423,454	+43,281	add
89	NORDEA INVESTMENT MANAGEMENT AB	$34.4M	422,394	+4,601	add
90	MACQUARIE GROUP LTD	$33.9M	413,955	−37,105	trim
91	BALYASNY ASSET MANAGEMENT L.P.	$33.5M	409,049	+331,083	add
92	SEB Asset Management AB	$33.2M	406,354	—	no prior
93	WELLS FARGO & COMPANY/MN	$32.7M	399,834	+48,548	add
94	State of New Jersey Common Pension Fund D	$32.6M	399,189	+3,497	add
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$32.5M	397,066	+720	add
96	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$32.4M	396,563	+233,254	add
97	AVIVA PLC	$31.7M	387,454	+12,696	add
98	VICTORY CAPITAL MANAGEMENT INC	$31.0M	378,859	+6,891	add
99	FIL Ltd	$30.9M	377,784	+217,471	add
100	LBP AM SA	$30.4M	371,688	+53,430	add
101	ENVESTNET ASSET MANAGEMENT INC	$30.4M	371,346	+30,702	add
102	Land & Buildings Investment Management, LLC	$30.0M	367,407	−137,818	trim
103	TD ASSET MANAGEMENT INC	$30.0M	367,360	+58,350	add
104	BANK OF MONTREAL /CAN/	$29.8M	364,981	−20,913	trim
105	WELLINGTON MANAGEMENT GROUP LLP	$29.4M	359,390	−14,806	trim
106	STATE OF WISCONSIN INVESTMENT BOARD	$28.8M	352,216	+30,890	add
107	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$28.8M	351,842	+333,273	add
108	Epoch Investment Partners, Inc.	$28.5M	348,914	+99,110	add
109	Uniplan Investment Counsel, Inc.	$27.1M	331,765	−25,538	trim
110	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$26.5M	323,545	+61,142	add
111	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$24.7M	302,374	−1,932	trim
112	PICTON MAHONEY ASSET MANAGEMENT	$24.7M	302,350	+17,499	add
113	Resona Asset Management Co.,Ltd.	$24.6M	301,720	+33,515	add
114	Lighthouse Investment Partners, LLC	$22.5M	275,523	+142,023	add
115	NEW YORK STATE COMMON RETIREMENT FUND	$22.4M	273,361	+6,500	add
116	Ceredex Value Advisors LLC	$21.3M	260,450	0	no change
117	INTECH INVESTMENT MANAGEMENT LLC	$20.7M	253,096	+194,741	add
118	Schonfeld Strategic Advisors LLC	$20.3M	248,639	+171,481	add
119	DANSKE BANK A/S	$20.0M	244,502	+4,700	add
120	Alpha Wave Global, LP	$19.7M	240,840	−24,143	trim
121	WESTWOOD HOLDINGS GROUP INC	$19.6M	239,644	−13,544	trim
122	SCS Capital Management LLC	$19.4M	236,038	−2,757	trim
123	Vert Asset Management LLC	$19.2M	235,078	+9,551	add
124	Chevy Chase Trust Holdings, LLC	$19.1M	234,003	−4,180	trim
125	Eurizon Capital SGR S.p.A.	$17.5M	214,067	−453,194	trim
126	ROYAL LONDON ASSET MANAGEMENT LTD	$17.3M	211,499	−1,925	trim
127	IEQ CAPITAL, LLC	$17.3M	211,207	−33,378	trim
128	Pictet Asset Management Holding SA	$17.3M	211,166	+3,752	add
129	LPL Financial LLC	$17.2M	209,926	+3,217	add
130	CIBC Bancorp USA Inc.	$17.1M	209,335	—	no prior
131	APG Asset Management N.V.	$16.8M	236,726	+4,734	add
132	OLD NATIONAL BANCORP /IN/	$16.8M	205,339	−3,697	trim
133	TORONTO DOMINION BANK	$16.7M	204,444	−686,840	trim
134	KLP KAPITALFORVALTNING AS	$16.2M	197,619	+6,500	add
135	Mariner, LLC	$16.2M	198,615	+14,012	add
136	Quantinno Capital Management LP	$15.7M	192,584	+18,554	add
137	Robeco Institutional Asset Management B.V.	$14.7M	179,188	+74,762	add
138	Ensign Peak Advisors, Inc	$14.5M	177,727	+43,048	add
139	Sumitomo Mitsui DS Asset Management Company, Ltd	$14.5M	177,589	+9,188	add
140	Presima Securities ULC	$14.4M	176,423	0	no change
141	Tredje AP-fonden	$14.4M	175,910	+139,934	add
142	Illinois Municipal Retirement Fund	$14.2M	174,014	−13,389	trim
143	BROOKFIELD Corp /ON/	$14.1M	171,919	−106,208	trim
144	IFM Investors Pty Ltd	$13.8M	168,520	+4,387	add
145	Korea Investment CORP	$13.4M	163,674	−5,500	trim
146	Baird Financial Group, Inc.	$13.3M	162,487	+162,487	new
147	Varma Mutual Pension Insurance Co	$13.2M	160,968	0	no change
148	Investment Management Corp of Ontario	$13.0M	159,447	+2,800	add
149	NEOS Investment Management LLC	$12.3M	150,483	+28,772	add
150	Creative Planning	$12.3M	150,378	+913	add
151	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.2M	149,177	+72,950	add
152	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$12.1M	151,743	+78,271	add
153	TEACHER RETIREMENT SYSTEM OF TEXAS	$12.1M	147,986	−70,159	trim
154	Lansforsakringar Fondforvaltning AB (publ)	$12.0M	147,023	−3,312	trim
155	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$11.7M	143,117	−722	trim
156	UniSuper Management Pty Ltd	$11.7M	142,779	−482	trim
157	Metis Global Partners, LLC	$11.3M	137,933	+11,998	add
158	NISSAY ASSET MANAGEMENT CORP /JAPAN	$11.1M	135,170	+5,853	add
159	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.0M	135,117	+15,471	add
160	Candriam S.C.A.	$10.9M	133,228	+82,606	add
161	Czech National Bank	$10.6M	129,355	+5,494	add
162	BOOTHBAY FUND MANAGEMENT, LLC	$10.5M	128,890	+128,890	new
163	Capital International, Inc./CA/	$10.5M	128,652	+19,750	add
164	Arizona State Retirement System	$10.4M	127,651	+3,016	add
165	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.1M	124,105	+1,100	add
166	Hazelview Securities Inc.	$10.1M	123,065	−164,070	trim
167	CIBC WORLD MARKET INC.	$9.9M	120,824	−211,103	trim
168	NISA INVESTMENT ADVISORS, LLC	$9.9M	119,625	−26,441	trim
169	CWM, LLC	$9.8M	119,930	−688	trim
170	Point72 Asset Management, L.P.	$9.8M	119,441	−56,893	trim
171	Foresight Group Ltd Liability Partnership	$9.5M	116,591	−15,985	trim
172	CIBC Asset Management Inc	$9.3M	113,613	+2,836	add
173	Freestone Grove Partners LP	$9.3M	113,196	+113,196	new
174	DIAMOND HILL CAPITAL MANAGEMENT INC	$9.2M	112,835	−22,394	trim
175	Mirae Asset Global Investments Co., Ltd.	$9.1M	110,960	+7,103	add
176	OSAIC HOLDINGS, INC.	$8.9M	109,058	+43,279	add
177	USS Investment Management Ltd	$8.7M	106,727	+3,336	add
178	ProShare Advisors LLC	$8.7M	106,051	−11,174	trim
179	Indivisible Partners	$8.2M	100,045	+23,488	add
180	WESTPAC BANKING CORP	$8.2M	99,846	−1,076	trim
181	ASSETMARK, INC	$8.1M	99,079	−1,877	trim
182	DnB Asset Management AS	$8.1M	98,896	+12,556	add
183	MERCER GLOBAL ADVISORS INC /ADV	$8.0M	98,408	−4,038	trim
184	Cerity Partners LLC	$8.0M	97,890	−5,204	trim
185	Pallas Capital Advisors LLC	$8.0M	97,824	−8,928	trim
186	BANK OF NOVA SCOTIA	$8.0M	97,408	−36,343	trim
187	FEDERATED HERMES, INC.	$7.9M	96,329	+9,060	add
188	ABN AMRO Bank N.V.	$7.7M	93,730	−8,085	trim
189	New Age Alpha Advisors, LLC	$7.7M	93,707	−3,024	trim
190	Woodline Partners LP	$7.6M	92,719	+12,961	add
191	Gilman Hill Asset Management, LLC	$7.5M	92,073	−7,420	trim
192	Ethic Inc.	$7.3M	89,626	+9,428	add
193	KENNEDY CAPITAL MANAGEMENT LLC	$7.2M	87,897	+87,897	new
194	Cetera Investment Advisers	$7.0M	85,788	−3,623	trim
195	XPONANCE LLC	$7.0M	85,506	+11,150	add
196	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.0M	85,237	−53	trim
197	Quantbot Technologies LP	$6.8M	83,140	+82,048	add
198	NATIONAL BANK OF CANADA /FI/	$6.7M	82,254	−62,950	trim
199	HighTower Advisors, LLC	$6.7M	81,367	+33,703	add
200	Carrera Capital Advisors	$6.6M	79,740	+2,349	add
201	Corient Private Wealth LLC	$6.5M	79,256	−69,182	trim
202	Federation des caisses Desjardins du Quebec	$6.4M	78,705	+22,332	add
203	Utah Retirement Systems	$6.2M	76,094	+442	add
204	M&T BANK CORP	$6.2M	76,014	−3,873	trim
205	Inspire Investing, LLC	$5.9M	71,711	+21,960	add
206	Wealthfront Advisers LLC	$5.9M	71,674	+907	add
207	United Asset Strategies, Inc.	$5.8M	71,402	−58	trim
208	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.8M	70,887	+3,056	add
209	Rakuten Investment Management, Inc.	$5.7M	70,228	+9,081	add
210	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.6M	69,042	+13,510	add
211	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.3M	64,755	−15,737	trim
212	ASR Vermogensbeheer N.V.	$5.3M	64,509	+1,146	add
213	Northwest & Ethical Investments L.P.	$5.2M	63,945	+4,844	add
214	Vanguard Personalized Indexing Management, LLC	$5.2M	63,161	+3,808	add
215	Vident Advisory, LLC	$5.1M	62,738	+33,062	add
216	COMMONWEALTH EQUITY SERVICES, LLC	$4.9M	59,655	+1,205	add
217	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.4M	54,405	+600	add
218	Avanza Fonder AB	$4.4M	53,341	0	no change
219	Swiss Life Asset Management Ltd	$4.3M	52,845	+15,666	add
220	EXCHANGE TRADED CONCEPTS, LLC	$4.3M	52,824	+4,005	add
221	L & S Advisors Inc	$4.3M	52,256	−295	trim
222	Pathstone Holdings, LLC	$4.2M	51,568	+2,507	add
223	STIFEL FINANCIAL CORP	$4.2M	51,399	−18,700	trim
224	AEW CAPITAL MANAGEMENT L P	$4.2M	51,127	+28,277	add
225	Clark Capital Management Group, Inc.	$4.1M	50,522	+4,783	add
226	Paralel Advisors LLC	$4.0M	48,500	0	no change
227	Norinchukin Bank, The	$3.9M	47,361	+75	add
228	Sanctuary Advisors, LLC	$3.9M	47,318	−831	trim
229	Rafferty Asset Management, LLC	$3.8M	46,730	−14,003	trim
230	OP Asset Management Ltd	$3.8M	46,134	—	no prior
231	FIFTH THIRD BANCORP	$3.8M	46,010	+2,985	add
232	Squarepoint Ops LLC	$3.7M	44,910	+32,392	add
233	Retirement Management Systems Inc.	$3.6M	43,980	−19,348	trim
234	Sava Infond d.o.o.	$3.6M	43,885	−4,000	trim
235	Old North State Wealth Management, LLC	$3.5M	43,384	+43,384	new
236	ExodusPoint Capital Management, LP	$3.5M	43,138	+43,138	new
237	Merit Financial Group, LLC	$3.5M	43,132	+343	add
238	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.5M	42,479	+3,176	add
239	Roberts Wealth Advisors, LLC	$3.4M	41,953	+385	add
240	Tidal Investments LLC	$3.4M	41,582	+12,260	add
241	one8zero8, LLC	$3.2M	38,554	−2,671	trim
242	Union Bancaire Privee, UBP SA	$3.1M	50,281	+33,030	add
243	INTACT INVESTMENT MANAGEMENT INC.	$3.0M	36,900	0	no change
244	TD Waterhouse Canada Inc.	$3.0M	36,788	+346	add
245	Diversified Trust Co	$3.0M	36,670	+32,436	add
246	Naviter Wealth, LLC	$2.9M	35,594	+3,741	add
247	D.A. DAVIDSON & CO.	$2.9M	35,352	+523	add
248	STANCE CAPITAL LLC	$2.9M	35,303	+35,303	new
249	TRUSTMARK BANK TRUST DEPARTMENT	$2.8M	34,723	−432	trim
250	ELEVATUS WELATH MANAGEMENT	$2.8M	34,712	−60,319	trim
251	PATTON FUND MANAGEMENT, INC.	$2.8M	34,550	−60,624	trim
252	Rockefeller Capital Management L.P.	$2.8M	34,493	−2,400	trim
253	MAI Capital Management	$2.8M	34,410	−1,910	trim
254	Bayhunt Capital LLC	$2.7M	35,100	−126,292	trim
255	Tower Research Capital LLC (TRC)	$2.6M	32,151	+13,991	add
256	US BANCORP \DE\	$2.6M	31,475	−913	trim
257	Kestra Advisory Services, LLC	$2.5M	30,752	+2,844	add
258	Focus Partners Wealth	$2.5M	30,735	−8,351	trim
259	DRW Securities, LLC	$2.5M	30,104	+26,643	add
260	RITHOLTZ WEALTH MANAGEMENT	$2.4M	29,437	−3,177	trim
261	QRG CAPITAL MANAGEMENT, INC.	$2.4M	29,331	+4,340	add
262	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.4M	28,975	+13,494	add
263	BDF-GESTION	$2.4M	28,909	−16,000	trim
264	MIZUHO SECURITIES USA LLC	$2.3M	28,714	−5,489	trim
265	Vanderbilt University	$2.3M	28,418	+3,046	add
266	NewEdge Wealth, LLC	$2.3M	27,962	+14,963	add
267	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.3M	27,837	−23,738	trim
268	Ascent Wealth Partners, LLC	$2.3M	27,810	+303	add
269	Allworth Financial LP	$2.3M	27,738	+16,114	add
270	SHRIER WEALTH MANAGEMENT, LLC	$2.3M	27,649	+24	add
271	ONTARIO TEACHERS PENSION PLAN BOARD	$2.2M	27,329	−23,912	trim
272	SCOTIA CAPITAL INC.	$2.2M	27,034	+6,548	add
273	Sarasin & Partners LLP	$2.2M	26,974	+724	add
274	ABN AMRO INVESTMENT SOLUTIONS	$2.2M	26,770	+1,829	add
275	AZZAD ASSET MANAGEMENT INC /ADV	$2.2M	26,710	+26,710	new
276	Townsend & Associates, Inc	$2.2M	27,179	−239	trim
277	Blackstone Inc.	$2.2M	26,531	+26,531	new
278	Vontobel Holding Ltd.	$2.1M	25,981	+4,999	add
279	AG2R LA MONDIALE GESTION D'ACTIFS	$2.1M	25,674	+340	add
280	World Investment Advisors	$2.0M	24,435	−301	trim
281	DoubleLine ETF Adviser LP	$2.0M	24,278	−5,138	trim
282	Hennion & Walsh Asset Management, Inc.	$2.0M	24,239	−856	trim
283	INCEPTIONR LLC	$1.9M	23,580	+4,301	add
284	Maryland State Retirement & Pension System	$1.9M	23,281	0	no change
285	AIA Group Ltd	$1.9M	23,022	−3,375	trim
286	TRUIST FINANCIAL CORP	$1.9M	22,816	−814	trim
287	Allspring Global Investments Holdings, LLC	$1.9M	22,705	+798	add
288	BECK CAPITAL MANAGEMENT, LLC	$1.8M	22,613	+22,613	new
289	B. Metzler seel. Sohn & Co. AG	$1.8M	22,400	+2,309	add
290	Dakota Wealth Management	$1.8M	21,902	−16,951	trim
291	Crossmark Global Holdings, Inc.	$1.8M	21,547	—	no prior
292	Sigma Planning Corp	$1.8M	21,471	+4,456	add
293	Farringdon Capital, Ltd.	$1.7M	21,234	−7,496	trim
294	Andra AP-fonden	$1.7M	20,798	−112,302	trim
295	ARBOR CAPITAL MANAGEMENT INC /ADV	$1.7M	20,357	−1,705	trim
296	Kentucky Trust Co	$1.7M	20,500	0	no change
297	AlphaCore Capital LLC	$1.6M	19,937	+3,620	add
298	Texas Yale Capital Corp.	$1.6M	20,000	−290	trim
299	Vigil Wealth Management, LLC	$1.6M	20,000	0	no change
300	Oxbow Advisors, LLC	$1.6M	19,725	−1,593	trim
301	Summit Trail Advisors, LLC	$1.6M	19,508	+7,096	add
302	MUFG Securities EMEA plc	$1.6M	19,472	+215	add
303	OMERS ADMINISTRATION Corp	$1.6M	19,405	+4,925	add
304	GREENLEAF TRUST	$1.6M	19,403	+179	add
305	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.6M	19,009	+2,195	add
306	Focus Partners Advisor Solutions, LLC	$1.5M	18,496	+7,002	add
307	Dai-ichi Life Insurance Company, Ltd	$1.5M	17,762	−1,036	trim
308	Saudi Central Bank	$1.4M	17,338	+17,338	new
309	BRASADA CAPITAL MANAGEMENT, LP	$1.4M	16,916	−100	trim
310	CREDIT AGRICOLE S A	$1.4M	17,100	+3,000	add
311	BLAIR WILLIAM & CO/IL	$1.4M	17,072	−335	trim
312	MATHER GROUP, LLC.	$1.4M	17,010	+1,174	add
313	Forty-three Eighteen Advisors, LLC	$1.4M	16,945	+690	add
314	OSSIAM	$1.4M	16,758	+1,747	add
315	HB Wealth Management, LLC	$1.4M	16,720	+2,243	add
316	GATEWAY INVESTMENT ADVISERS LLC	$1.4M	16,703	+2,271	add
317	ALERUS FINANCIAL NA	$1.4M	16,698	−4,160	trim
318	MARINO, STRAM & ASSOCIATES LLC	$1.3M	16,273	+17	add
319	MGO ONE SEVEN LLC	$1.3M	16,205	−2,921	trim
320	MML INVESTORS SERVICES, LLC	$1.3M	16,176	−9,560	trim
321	Orion Porfolio Solutions, LLC	$1.3M	16,168	−429	trim
322	LDR Capital Management LLC	$1.3M	15,962	−6,600	trim
323	ALLIANZ SE	$1.3M	15,830	−820	trim
324	Gold Investment Management Ltd.	$1.3M	15,726	+5	add
325	Callan Family Office, LLC	$1.3M	15,710	−2	trim
326	E. Ohman J:or Asset Management AB	$1.3M	15,664	−2,300	trim
327	Empowered Funds, LLC	$1.3M	15,471	+5,062	add
328	NOMURA HOLDINGS INC	$1.3M	15,438	−2,135	trim
329	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.2M	15,248	+15,248	new
330	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	15,198	+189	add
331	TWO SIGMA SECURITIES, LLC	$1.2M	14,779	+14,779	new
332	1834 INVESTMENT ADVISORS CO	$1.2M	14,475	−161	trim
333	Banco Santander, S.A.	$1.2M	14,443	−698	trim
334	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$1.1M	13,707	−68	trim
335	GeoWealth Management, LLC	$1.1M	13,583	−81	trim
336	Ballentine Partners, LLC	$1.1M	13,569	−8	trim
337	Wedmont Private Capital	$1.1M	13,169	+500	add
338	North Dakota State Investment Board	$1.1M	13,533	−2,001	trim
339	Ascent Group, LLC	$1.1M	13,400	+1,682	add
340	MUFG SECURITIES AMERICAS INC.	$1.1M	13,142	+487	add
341	WADDELL & ASSOCIATES, LLC	$1.1M	13,023	−323	trim
342	GTS SECURITIES LLC	$1.1M	12,942	+8,362	add
343	Global Wealth Management Investment Advisory, Inc.	$1.1M	12,929	−13	trim
344	Sequoia Financial Advisors, LLC	$1.1M	12,894	+148	add
345	SECURIAN ASSET MANAGEMENT, INC	$1.1M	12,885	+113	add
346	Waverly Advisors, LLC	$1.0M	12,636	+926	add
347	BECKER CAPITAL MANAGEMENT INC	$1.0M	12,517	−804	trim
348	Great Lakes Retirement, Inc.	$1.0M	12,343	+680	add
349	Capital Investment Advisors, LLC	$1.0M	12,361	−116	trim
350	Aptus Capital Advisors, LLC	$1.0M	12,357	+1,940	add
351	Beacon Pointe Advisors, LLC	$1.0M	12,273	+3,946	add
352	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$1.0M	12,238	−782	trim
353	Krilogy Financial LLC	$1.0M	11,703	−550	trim
354	Bleakley Financial Group, LLC	$994K	12,160	+457	add
355	Banco BTG Pactual S.A.	$992K	12,135	+12,135	new
356	Friedenthal Financial	$969K	11,847	+11,847	new
357	Bull Harbor Capital LLC	$942K	11,517	—	no prior
358	COMMERCE BANK	$941K	11,507	+627	add
359	MOODY NATIONAL BANK TRUST DIVISION	$923K	11,282	+340	add
360	Independent Advisor Alliance	$896K	10,959	+7	add
361	Qtron Investments LLC	$890K	10,888	0	no change
362	Atria Investments, Inc	$881K	10,767	−2,132	trim
363	Assenagon Asset Management S.A.	$878K	10,731	+649	add
364	J. Safra Sarasin Holding AG	$862K	10,571	+10,571	new
365	GLENMEDE TRUST CO NA	$828K	10,124	+358	add
366	Curi Capital, LLC	$827K	10,046	+139	add
367	J.W. COLE ADVISORS, INC.	$816K	9,979	−3,124	trim
368	Spire Wealth Management	$811K	9,916	+8,644	add
369	KEYBANK NATIONAL ASSOCIATION/OH	$805K	9,840	+2,622	add
370	Parcion Private Wealth LLC	$796K	9,728	−531	trim
371	Atom Investors LP	$779K	9,522	+4,949	add
372	SIGNATUREFD, LLC	$778K	9,517	+198	add
373	FAMILY WEALTH PARTNERS, LLC	$777K	9,505	+995	add
374	STRATEGY ASSET MANAGERS LLC	$773K	9,457	+9,457	new
375	EntryPoint Capital, LLC	$773K	9,455	+6,519	add
376	EP Wealth Advisors, LLC	$757K	9,256	−2,445	trim
377	PRUDENTIAL PLC	$751K	9,189	0	no change
378	AE Wealth Management LLC	$750K	9,168	+2,455	add
379	Prudent Man Advisors, LLC	$746K	9,117	+9,117	new
380	Frec Markets, Inc.	$741K	9,055	+6,171	add
381	Caerus Investment Advisors, LLC	$734K	8,980	−3,048	trim
382	Fort Sheridan Advisors LLC	$712K	8,704	0	no change
383	Bridgewater Associates, LP	$699K	8,542	+5,700	add
384	Mutual Advisors, LLC	$683K	8,348	+99	add
385	TEMA ETFS LLC	$679K	8,299	+42	add
386	Robertson Stephens Wealth Management, LLC	$672K	8,162	−279	trim
387	Quadrature Capital Ltd	$669K	8,175	−10,842	trim
388	Koshinski Asset Management, Inc.	$668K	8,174	+47	add
389	Kintegral Advisory, LLC	$664K	8,071	−358	trim
390	Safe Harbor Family Capital, LLC	$651K	7,961	+270	add
391	TRED AVON FAMILY WEALTH, LLC	$648K	7,927	−738	trim
392	NewEdge Advisors, LLC	$638K	7,798	+7,798	new
393	COLDSTREAM CAPITAL MANAGEMENT INC	$635K	7,764	+473	add
394	&PARTNERS	$631K	7,718	+815	add
395	UHLMANN PRICE SECURITIES, LLC	$629K	7,659	+7,659	new
396	Banque Cantonale Vaudoise	$623K	7,621	+7,621	new
397	CHOREO, LLC	$612K	7,431	−215	trim
398	Glenview Trust Co	$611K	7,476	−52	trim
399	RWA WEALTH PARTNERS, LLC	$608K	7,434	+9	add
400	Meiji Yasuda Asset Management Co Ltd.	$607K	7,420	+2,359	add
401	QUADRANT CAPITAL GROUP LLC	$603K	7,378	−3,329	trim
402	EVOLVE PRIVATE WEALTH, LLC	$602K	7,367	−956	trim
403	Savant Capital, LLC	$602K	7,358	+1,085	add
404	IMC-Chicago, LLC	$600K	7,331	+7,331	new
405	Perpetual Ltd	$594K	7,269	+479	add
406	GUGGENHEIM CAPITAL LLC	$592K	7,233	−5,028	trim
407	Apollon Wealth Management, LLC	$590K	7,213	+13	add
408	EASTERLY INVESTMENT PARTNERS LLC	$589K	7,207	−706	trim
409	Lido Advisors, LLC	$589K	7,164	+925	add
410	Essex Financial Services, Inc.	$579K	7,077	−702	trim
411	LAKE STREET PRIVATE WEALTH, LLC	$577K	7,050	−50	trim
412	VIAWEALTH, LLC	$568K	6,941	−818	trim
413	Groupe la Francaise	$566K	6,922	+6,922	new
414	NAPLES GLOBAL ADVISORS, LLC	$566K	6,914	0	no change
415	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$564K	6,895	0	no change
416	Siemens Fonds Invest GmbH	$557K	6,807	+577	add
417	Brooklyn Investment Group	$557K	6,807	+2,274	add
418	Private Advisor Group, LLC	$548K	6,704	+561	add
419	PEAK6 LLC	$546K	6,676	+6,676	new
420	JOURNEY STRATEGIC WEALTH LLC	$538K	6,575	+1,131	add
421	Prestige Wealth Management Group LLC	$532K	6,500	+6,090	add
422	PROFUND ADVISORS LLC	$526K	6,432	−1,935	trim
423	Perigon Wealth Management, LLC	$511K	6,250	−2,748	trim
424	First Affirmative Financial Network	$507K	6,201	—	no prior
425	Bridgewater Advisors Inc.	$502K	6,385	−405	trim
426	ARQ WEALTH ADVISORS, LLC	$501K	6,125	−250	trim
427	NorthCrest Asset Manangement, LLC	$499K	5,993	−2,743	trim
428	Plato Investment Management Ltd	$498K	6,091	+4,221	add
429	Legacy Wealth Asset Management, LLC	$498K	6,094	+18	add
430	SIMPLEX TRADING, LLC	$495K	6,049	+4,154	add
431	COHEN & STEERS, INC.	$491K	6,005,439	+1,399,084	add
432	DAVENPORT & Co LLC	$489K	5,982	+323	add
433	Summit Place Financial Advisors, LLC	$483K	5,900	0	no change
434	INSIGNEO ADVISORY SERVICES, LLC	$480K	5,872	+54	add
435	Savvy Advisors, Inc.	$479K	5,857	−787	trim
436	Patten Group, Inc.	$479K	5,853	+31	add
437	USA FINANCIAL FORMULAS	$478K	5,846	+5,846	new
438	Fifth Third Wealth Advisors LLC	$468K	5,723	+263	add
439	Manske Wealth Management	$466K	5,693	−25	trim
440	PRINCIPAL SECURITIES, INC.	$463K	5,657	−28	trim
441	Meeder Advisory Services, Inc.	$459K	5,613	+40	add
442	EVOKE WEALTH, LLC	$456K	5,537	+632	add
443	FOUNDATIONS INVESTMENT ADVISORS, LLC	$453K	5,543	+811	add
444	PCM Encore, LLC	$451K	5,518	+224	add
445	Chicago Partners Investment Group LLC	$451K	5,628	+295	add
446	PINNACLE ASSOCIATES LTD	$447K	5,471	+169	add
447	Portfolio Design Labs, LLC	$444K	5,435	+2,651	add
448	Monument Capital Management	$443K	5,415	−191	trim
449	OpenArc Corporate Advisory, LLC	$443K	5,411	+2,050	add
450	PERSONAL CFO SOLUTIONS, LLC	$438K	5,320	+896	add
451	Compound Planning, Inc.	$436K	5,335	−202	trim
452	Turtle Creek Wealth Advisors, LLC	$436K	5,334	+302	add
453	PETTYJOHN, WOOD & WHITE, INC	$435K	5,317	−150	trim
454	Checchi Capital Advisers, LLC	$420K	5,132	+462	add
455	Pinnacle Wealth Management Advisory Group, LLC	$419K	5,127	−7	trim
456	VISTA INVESTMENT MANAGEMENT	$417K	5,098	−26	trim
457	AXQ CAPITAL, LP	$415K	5,076	+5,076	new
458	OneDigital Investment Advisors LLC	$411K	5,025	+59	add
459	Clearstead Advisors, LLC	$410K	5,014	−1,011	trim
460	ROMAN BUTLER FULLERTON & CO	$410K	4,873	0	no change
461	Edgemoor Investment Advisors, Inc.	$408K	4,995	−85	trim
462	Sivia Capital Partners, LLC	$408K	4,983	−349	trim
463	SUMMITRY LLC	$401K	4,907	+627	add
464	NORDEN GROUP LLC	$395K	4,836	+232	add
465	Riverpoint Wealth Management Holdings, LLC	$393K	4,811	0	no change
466	Livforsakringsbolaget Skandia, Omsesidigt	$385K	4,680	0	no change
467	Steward Partners Investment Advisory, LLC	$382K	4,667	+359	add
468	KPP Advisory Services LLC	$381K	4,658	+25	add
469	FORTEM FINANCIAL GROUP, LLC	$378K	4,628	+1,696	add
470	Cercano Management LLC	$377K	4,610	0	no change
471	Vestmark Advisory Solutions, Inc.	$371K	4,532	−2,153	trim
472	Simplicity Wealth,LLC	$369K	4,508	+596	add
473	Waterloo Capital, L.P.	$367K	4,484	+4,484	new
474	Sagewood Asset Management LP	$366K	4,479	+748	add
475	DELTA ASSET MANAGEMENT LLC/TN	$365K	4,469	+4,469	new
476	Blackhawk Capital Partners, LLC	$355K	4,339	+578	add
477	Comprehensive Money Management Services LLC	$353K	4,315	+25	add
478	Cetera Trust Company, N.A	$351K	4,290	−450	trim
479	Ameritas Investment Partners, Inc.	$348K	4,259	+117	add
480	Discipline Wealth Solutions, LLC	$346K	4,233	+4,233	new
481	GREAT LAKES ADVISORS, LLC	$346K	4,231	−912	trim
482	Global Assets Advisory, LLC	$345K	4,215	+229	add
483	Gateway Wealth Partners, LLC	$342K	4,185	+4,185	new
484	Community Financial Services Group, LLC	$337K	4,112	+4,112	new
485	waypoint wealth counsel	$333K	4,069	−715	trim
486	Aprio Wealth Management, LLC	$325K	3,970	+340	add
487	Stratos Wealth Partners, LTD.	$324K	3,965	−39	trim
488	VestGen Advisors, LLC	$323K	3,654	+753	add
489	WEALTH ALLIANCE, LLC	$322K	3,942	−174	trim
490	Balboa Wealth Partners	$319K	3,897	−7	trim
491	Rothschild Wealth LLC	$319K	3,895	−109	trim
492	BROWN ADVISORY INC	$313K	3,826	+370	add
493	BLUEDOOR PRIVATE WEALTH, LLC	$307K	3,757	+258	add
494	Hilltop National Bank	$304K	3,715	0	no change
495	Prosperity Consulting Group, LLC	$303K	3,711	+103	add
496	JFS WEALTH ADVISORS, LLC	$303K	3,701	0	no change
497	Arax Advisory Partners	$300K	3,644	+1,581	add
498	Concurrent Investment Advisors, LLC	$299K	3,652	−30	trim
499	AlphaCentric Advisors LLC	$291K	3,557	+3,557	new
500	SAGESPRING WEALTH PARTNERS, LLC	$289K	3,528	+262	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · VTR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $52.8M held
Trimming: 1 Caxton Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · VENTAS INC

Merged timeline of congressional filings and notable-manager moves on VTR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+98,399 sh
2026-05-15	Bridgewater Associates 13F	add	+5,700 sh
2026-05-14	Caxton Associates 13F	exit	−177,204 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed VTR — the congressional view ↗