Who holds ticker 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 · common stock · Q1 2026 · 14 members disclosed VTR ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 721 holders are listed, largest first: 721
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $34.4B
holders whose share count rose or who opened the position (new + add), by shares: 387
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 87

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of VTR ranked by reported value, 1–25 of 721 holders
#	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

Show the top 500 of 721 holders

13F holders of VTR ranked by reported value, 26–500 of 721 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 721 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · VTR

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · VENTAS INC

Merged timeline of congressional filings and notable-manager moves on VTR
Date	Who	Change	Size
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

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.