Public record / Tickers / VTR

VTR — Ventas, Inc.

Both disclosure regimes on one name: who in Congress filed about VTR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
30
all PTR rows naming VTR
Members · 12m
2
2 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

Sale · traded 2020-04-07 → filed 2020-05-01. Ranked over every VTR row by the provable lower bound, never a point estimate.

2 members · 2 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING VTR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VTR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 01-09 +35d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-12 +33d$1K–$15K
2024-10-08Earl Blumenauer D–OR-3Sale · SP (spouse-owned)Traded 09-19 +19d$15K–$50K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-14 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 30 ↗

Members active in VTR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing VTR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+98,399 sh
2026-05-15Bridgewater Associates 13Fadd+5,700 sh
2026-05-14Caxton Associates 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of VTR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$3.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.5B1
4STATE STREET CORP$2.5B1
5FMR LLC$2.2B1
6PRINCIPAL FINANCIAL GROUP INC$1.3B1
7GEODE CAPITAL MANAGEMENT, LLC$1.1B1
8APG Asset Management US Inc.$928M1
9Capital World Investors$821M1
10DIMENSIONAL FUND ADVISORS LP$588M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$527M1
12MORGAN STANLEY$522M1
13CENTERSQUARE INVESTMENT MANAGEMENT LLC$485M1
14NORTHERN TRUST CORP$468M1
15Legal & General Group Plc$450M1
16Daiwa Securities Group Inc.$440M1
17Invesco Ltd.$419M1
18Nuveen, LLC$405M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$386M1
20DEUTSCHE BANK AG\$386M1
21MASSACHUSETTS FINANCIAL SERVICES CO /MA/$383M1
22CANADA PENSION PLAN INVESTMENT BOARD$360M1
23Resolution Capital Ltd$343M1
24TWO SIGMA INVESTMENTS, LP$327M1
25UBS Group AG$310M1
26AQR CAPITAL MANAGEMENT LLC$240M1
27Bank of New York Mellon Corp$232M1
28VANGUARD FIDUCIARY TRUST CO$219M1
29DUFF & PHELPS INVESTMENT MANAGEMENT CO$214M1
30BANK OF AMERICA CORP /DE/$208M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$205M1
32Sumitomo Mitsui Trust Group, Inc.$186M1
33AMERICAN CENTURY COMPANIES INC$167M1
34HSBC HOLDINGS PLC$163M1
35CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$155M1
36CITIGROUP INC$149M1
37CI INVESTMENTS INC.$148M1
38Amundi$136M1
39Aberdeen Group plc$135M1
40VOYA INVESTMENT MANAGEMENT LLC$122M1
41Mitsubishi UFJ Asset Management Co., Ltd.$119M1
42RUSH ISLAND MANAGEMENT, LP$115M1
43Swiss National Bank$113M1
44ADAGE CAPITAL PARTNERS GP, L.L.C.$110M1
45Qube Research & Technologies Ltd$110M1
46NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$106M1
47Janus Henderson Group Ltd.$99.7M1
48AMERIPRISE FINANCIAL INC$98.7M1
49PANAGORA ASSET MANAGEMENT INC$95.4M1
50ALLIANCEBERNSTEIN L.P.$91.0M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$88.8M1
52FRANKLIN RESOURCES INC$86.8M1
53Vanguard Global Advisers, LLC$85.1M1
54Universal- Beteiligungs- und Servicegesellschaft mbH$83.6M1
55BAMCO INC /NY/$81.6M1
56NOMURA ASSET MANAGEMENT CO LTD$75.7M1
57Asset Management One Co., Ltd.$74.0M1
58Retirement Systems of Alabama$69.8M1
591832 Asset Management L.P.$68.9M1
60STOREBRAND ASSET MANAGEMENT AS$68.6M1
61VANGUARD ASSET MANAGEMENT, Ltd$67.6M1
62RENAISSANCE TECHNOLOGIES LLC$66.3M1
63ANTIPODES PARTNERS Ltd$64.8M1
64National Pension Service$64.1M1
65CHILTON CAPITAL MANAGEMENT LLC$63.5M1
66Zurich Insurance Group Ltd/FI$62.8M1
67MACKENZIE FINANCIAL CORP$61.6M1
68Engineers Gate Manager LP$60.7M1
69HEITMAN REAL ESTATE SECURITIES LLC$59.0M1
70BNP Paribas Asset Management Holding S.A.$56.0M1
71PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$55.3M1
72SEI INVESTMENTS CO$54.0M1
73Gotham Asset Management, LLC$52.1M1
74GRS Advisors, LLC$51.1M1
75Adelante Capital Management LLC$50.4M1
76Apollo Management Holdings, L.P.$47.5M1
77Zurcher Kantonalbank (Zurich Cantonalbank)$46.6M1
78Allianz Asset Management GmbH$44.9M1
79CITADEL ADVISORS LLC$44.8M1
80Swedbank AB$44.7M1
81Vanguard Investments Australia, Ltd.$44.7M1
82ROYAL BANK OF CANADA$44.2M1
83FIRST TRUST ADVISORS LP$44.1M1
84RAYMOND JAMES FINANCIAL INC$39.8M1
85Alyeska Investment Group, L.P.$39.3M1
86Susquehanna Portfolio Strategies, LLC$36.6M1
87Mitsubishi UFJ Trust & Banking Corp$35.3M1
88D. E. Shaw & Co., Inc.$34.6M1
89NORDEA INVESTMENT MANAGEMENT AB$34.4M1
90MACQUARIE GROUP LTD$33.9M1
91BALYASNY ASSET MANAGEMENT L.P.$33.5M1
92SEB Asset Management AB$33.2M1
93WELLS FARGO & COMPANY/MN$32.7M1
94State of New Jersey Common Pension Fund D$32.6M1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$32.5M1
96ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$32.4M1
97AVIVA PLC$31.7M1
98VICTORY CAPITAL MANAGEMENT INC$31.0M1
99FIL Ltd$30.9M1
100LBP AM SA$30.4M1
101ENVESTNET ASSET MANAGEMENT INC$30.4M1
102Land & Buildings Investment Management, LLC$30.0M1
103TD ASSET MANAGEMENT INC$30.0M1
104BANK OF MONTREAL /CAN/$29.8M1
105WELLINGTON MANAGEMENT GROUP LLP$29.4M1
106STATE OF WISCONSIN INVESTMENT BOARD$28.8M1
107HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$28.8M1
108Epoch Investment Partners, Inc.$28.5M1
109Uniplan Investment Counsel, Inc.$27.1M1
110COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$26.5M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$24.7M1
112PICTON MAHONEY ASSET MANAGEMENT$24.7M1
113Resona Asset Management Co.,Ltd.$24.6M1
114Lighthouse Investment Partners, LLC$22.5M1
115NEW YORK STATE COMMON RETIREMENT FUND$22.4M1
116Ceredex Value Advisors LLC$21.3M1
117INTECH INVESTMENT MANAGEMENT LLC$20.7M1
118Schonfeld Strategic Advisors LLC$20.3M1
119DANSKE BANK A/S$20.0M1
120Alpha Wave Global, LP$19.7M1
121WESTWOOD HOLDINGS GROUP INC$19.6M1
122SCS Capital Management LLC$19.4M1
123Vert Asset Management LLC$19.2M1
124Chevy Chase Trust Holdings, LLC$19.1M1
125Eurizon Capital SGR S.p.A.$17.5M1
126ROYAL LONDON ASSET MANAGEMENT LTD$17.3M1
127IEQ CAPITAL, LLC$17.3M1
128Pictet Asset Management Holding SA$17.3M1
129LPL Financial LLC$17.2M1
130CIBC Bancorp USA Inc.$17.1M1
131APG Asset Management N.V.$16.8M1
132OLD NATIONAL BANCORP /IN/$16.8M1
133TORONTO DOMINION BANK$16.7M1
134KLP KAPITALFORVALTNING AS$16.2M1
135Mariner, LLC$16.2M1
136Quantinno Capital Management LP$15.7M1
137Robeco Institutional Asset Management B.V.$14.7M1
138Ensign Peak Advisors, Inc$14.5M1
139Sumitomo Mitsui DS Asset Management Company, Ltd$14.5M1
140Presima Securities ULC$14.4M1
141Tredje AP-fonden$14.4M1
142Illinois Municipal Retirement Fund$14.2M1
143BROOKFIELD Corp /ON/$14.1M1
144IFM Investors Pty Ltd$13.8M1
145Korea Investment CORP$13.4M1
146Baird Financial Group, Inc.$13.3M1
147Varma Mutual Pension Insurance Co$13.2M1
148Investment Management Corp of Ontario$13.0M1
149NEOS Investment Management LLC$12.3M1
150Creative Planning$12.3M1
151FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$12.2M1
152WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12.1M1
153TEACHER RETIREMENT SYSTEM OF TEXAS$12.1M1
154Lansforsakringar Fondforvaltning AB (publ)$12.0M1
155O'SHAUGHNESSY ASSET MANAGEMENT, LLC$11.7M1
156UniSuper Management Pty Ltd$11.7M1
157Metis Global Partners, LLC$11.3M1
158NISSAY ASSET MANAGEMENT CORP /JAPAN$11.1M1
159PUBLIC SECTOR PENSION INVESTMENT BOARD$11.0M1
160Candriam S.C.A.$10.9M1
161Czech National Bank$10.6M1
162BOOTHBAY FUND MANAGEMENT, LLC$10.5M1
163Capital International, Inc./CA/$10.5M1
164Arizona State Retirement System$10.4M1
165STATE OF MICHIGAN RETIREMENT SYSTEM$10.1M1
166Hazelview Securities Inc.$10.1M1
167CIBC WORLD MARKET INC.$9.9M1
168NISA INVESTMENT ADVISORS, LLC$9.9M1
169CWM, LLC$9.8M1
170Point72 Asset Management, L.P.$9.8M1
171Foresight Group Ltd Liability Partnership$9.5M1
172CIBC Asset Management Inc$9.3M1
173Freestone Grove Partners LP$9.3M1
174DIAMOND HILL CAPITAL MANAGEMENT INC$9.2M1
175Mirae Asset Global Investments Co., Ltd.$9.1M1
176OSAIC HOLDINGS, INC.$8.9M1
177USS Investment Management Ltd$8.7M1
178ProShare Advisors LLC$8.7M1
179Indivisible Partners$8.2M1
180WESTPAC BANKING CORP$8.2M1
181ASSETMARK, INC$8.1M1
182DnB Asset Management AS$8.1M1
183MERCER GLOBAL ADVISORS INC /ADV$8.0M1
184Cerity Partners LLC$8.0M1
185Pallas Capital Advisors LLC$8.0M1
186BANK OF NOVA SCOTIA$8.0M1
187FEDERATED HERMES, INC.$7.9M1
188ABN AMRO Bank N.V.$7.7M1
189New Age Alpha Advisors, LLC$7.7M1
190Woodline Partners LP$7.6M1
191Gilman Hill Asset Management, LLC$7.5M1
192Ethic Inc.$7.3M1
193KENNEDY CAPITAL MANAGEMENT LLC$7.2M1
194Cetera Investment Advisers$7.0M1
195XPONANCE LLC$7.0M1
196MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.0M1
197Quantbot Technologies LP$6.8M1
198NATIONAL BANK OF CANADA /FI/$6.7M1
199HighTower Advisors, LLC$6.7M1
200Carrera Capital Advisors$6.6M1
201Corient Private Wealth LLC$6.5M1
202Federation des caisses Desjardins du Quebec$6.4M1
203Utah Retirement Systems$6.2M1
204M&T BANK CORP$6.2M1
205Inspire Investing, LLC$5.9M1
206Wealthfront Advisers LLC$5.9M1
207United Asset Strategies, Inc.$5.8M1
208NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.8M1
209Rakuten Investment Management, Inc.$5.7M1
210MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.6M1
211BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.3M1
212ASR Vermogensbeheer N.V.$5.3M1
213Northwest & Ethical Investments L.P.$5.2M1
214Vanguard Personalized Indexing Management, LLC$5.2M1
215Vident Advisory, LLC$5.1M1
216COMMONWEALTH EQUITY SERVICES, LLC$4.9M1
217OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.4M1
218Avanza Fonder AB$4.4M1
219Swiss Life Asset Management Ltd$4.3M1
220EXCHANGE TRADED CONCEPTS, LLC$4.3M1
221L & S Advisors Inc$4.3M1
222Pathstone Holdings, LLC$4.2M1
223STIFEL FINANCIAL CORP$4.2M1
224AEW CAPITAL MANAGEMENT L P$4.2M1
225Clark Capital Management Group, Inc.$4.1M1
226Paralel Advisors LLC$4.0M1
227Norinchukin Bank, The$3.9M1
228Sanctuary Advisors, LLC$3.9M1
229Rafferty Asset Management, LLC$3.8M1
230OP Asset Management Ltd$3.8M1
231FIFTH THIRD BANCORP$3.8M1
232Squarepoint Ops LLC$3.7M1
233Retirement Management Systems Inc.$3.6M1
234Sava Infond d.o.o.$3.6M1
235Old North State Wealth Management, LLC$3.5M1
236ExodusPoint Capital Management, LP$3.5M1
237Merit Financial Group, LLC$3.5M1
238NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.5M1
239Roberts Wealth Advisors, LLC$3.4M1
240Tidal Investments LLC$3.4M1
241one8zero8, LLC$3.2M1
242Union Bancaire Privee, UBP SA$3.1M1
243INTACT INVESTMENT MANAGEMENT INC.$3.0M1
244TD Waterhouse Canada Inc.$3.0M1
245Diversified Trust Co$3.0M1
246Naviter Wealth, LLC$2.9M1
247D.A. DAVIDSON & CO.$2.9M1
248STANCE CAPITAL LLC$2.9M1
249TRUSTMARK BANK TRUST DEPARTMENT$2.8M1
250ELEVATUS WELATH MANAGEMENT$2.8M1
251PATTON FUND MANAGEMENT, INC.$2.8M1
252Rockefeller Capital Management L.P.$2.8M1
253MAI Capital Management$2.8M1
254Bayhunt Capital LLC$2.7M1
255Tower Research Capital LLC (TRC)$2.6M1
256US BANCORP \DE\$2.6M1
257Kestra Advisory Services, LLC$2.5M1
258Focus Partners Wealth$2.5M1
259DRW Securities, LLC$2.5M1
260RITHOLTZ WEALTH MANAGEMENT$2.4M1
261QRG CAPITAL MANAGEMENT, INC.$2.4M1
262BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.4M1
263BDF-GESTION$2.4M1
264MIZUHO SECURITIES USA LLC$2.3M1
265Vanderbilt University$2.3M1
266NewEdge Wealth, LLC$2.3M1
267SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M1
268Ascent Wealth Partners, LLC$2.3M1
269Allworth Financial LP$2.3M1
270SHRIER WEALTH MANAGEMENT, LLC$2.3M1
271ONTARIO TEACHERS PENSION PLAN BOARD$2.2M1
272SCOTIA CAPITAL INC.$2.2M1
273Sarasin & Partners LLP$2.2M1
274ABN AMRO INVESTMENT SOLUTIONS$2.2M1
275AZZAD ASSET MANAGEMENT INC /ADV$2.2M1
276Townsend & Associates, Inc$2.2M1
277Blackstone Inc.$2.2M1
278Vontobel Holding Ltd.$2.1M1
279AG2R LA MONDIALE GESTION D'ACTIFS$2.1M1
280World Investment Advisors$2.0M1
281DoubleLine ETF Adviser LP$2.0M1
282Hennion & Walsh Asset Management, Inc.$2.0M1
283INCEPTIONR LLC$1.9M1
284Maryland State Retirement & Pension System$1.9M1
285AIA Group Ltd$1.9M1
286TRUIST FINANCIAL CORP$1.9M1
287Allspring Global Investments Holdings, LLC$1.9M1
288BECK CAPITAL MANAGEMENT, LLC$1.8M1
289B. Metzler seel. Sohn & Co. AG$1.8M1
290Dakota Wealth Management$1.8M1
291Crossmark Global Holdings, Inc.$1.8M1
292Sigma Planning Corp$1.8M1
293Farringdon Capital, Ltd.$1.7M1
294Andra AP-fonden$1.7M1
295ARBOR CAPITAL MANAGEMENT INC /ADV$1.7M1
296Kentucky Trust Co$1.7M1
297AlphaCore Capital LLC$1.6M1
298Texas Yale Capital Corp.$1.6M1
299Vigil Wealth Management, LLC$1.6M1
300Oxbow Advisors, LLC$1.6M1
301Summit Trail Advisors, LLC$1.6M1
302MUFG Securities EMEA plc$1.6M1
303OMERS ADMINISTRATION Corp$1.6M1
304GREENLEAF TRUST$1.6M1
305TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
306Focus Partners Advisor Solutions, LLC$1.5M1
307Dai-ichi Life Insurance Company, Ltd$1.5M1
308Saudi Central Bank$1.4M1
309BRASADA CAPITAL MANAGEMENT, LP$1.4M1
310CREDIT AGRICOLE S A$1.4M1
311BLAIR WILLIAM & CO/IL$1.4M1
312MATHER GROUP, LLC.$1.4M1
313Forty-three Eighteen Advisors, LLC$1.4M1
314OSSIAM$1.4M1
315HB Wealth Management, LLC$1.4M1
316GATEWAY INVESTMENT ADVISERS LLC$1.4M1
317ALERUS FINANCIAL NA$1.4M1
318MARINO, STRAM & ASSOCIATES LLC$1.3M1
319MGO ONE SEVEN LLC$1.3M1
320MML INVESTORS SERVICES, LLC$1.3M1
321Orion Porfolio Solutions, LLC$1.3M1
322LDR Capital Management LLC$1.3M1
323ALLIANZ SE$1.3M1
324Gold Investment Management Ltd.$1.3M1
325Callan Family Office, LLC$1.3M1
326E. Ohman J:or Asset Management AB$1.3M1
327Empowered Funds, LLC$1.3M1
328NOMURA HOLDINGS INC$1.3M1
329UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
330NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
331TWO SIGMA SECURITIES, LLC$1.2M1
3321834 INVESTMENT ADVISORS CO$1.2M1
333Banco Santander, S.A.$1.2M1
334CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
335GeoWealth Management, LLC$1.1M1
336Ballentine Partners, LLC$1.1M1
337Wedmont Private Capital$1.1M1
338North Dakota State Investment Board$1.1M1
339Ascent Group, LLC$1.1M1
340MUFG SECURITIES AMERICAS INC.$1.1M1
341WADDELL & ASSOCIATES, LLC$1.1M1
342GTS SECURITIES LLC$1.1M1
343Global Wealth Management Investment Advisory, Inc.$1.1M1
344Sequoia Financial Advisors, LLC$1.1M1
345SECURIAN ASSET MANAGEMENT, INC$1.1M1
346Waverly Advisors, LLC$1.0M1
347BECKER CAPITAL MANAGEMENT INC$1.0M1
348Great Lakes Retirement, Inc.$1.0M1
349Capital Investment Advisors, LLC$1.0M1
350Aptus Capital Advisors, LLC$1.0M1
351Beacon Pointe Advisors, LLC$1.0M1
352IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.0M1
353Krilogy Financial LLC$1.0M1
354Bleakley Financial Group, LLC$994K1
355Banco BTG Pactual S.A.$992K1
356Friedenthal Financial$969K1
357Bull Harbor Capital LLC$942K1
358COMMERCE BANK$941K1
359MOODY NATIONAL BANK TRUST DIVISION$923K1
360Independent Advisor Alliance$896K1
361Qtron Investments LLC$890K1
362Atria Investments, Inc$881K1
363Assenagon Asset Management S.A.$878K1
364J. Safra Sarasin Holding AG$862K1
365GLENMEDE TRUST CO NA$828K1
366Curi Capital, LLC$827K1
367J.W. COLE ADVISORS, INC.$816K1
368Spire Wealth Management$811K1
369KEYBANK NATIONAL ASSOCIATION/OH$805K1
370Parcion Private Wealth LLC$796K1
371Atom Investors LP$779K1
372SIGNATUREFD, LLC$778K1
373FAMILY WEALTH PARTNERS, LLC$777K1
374STRATEGY ASSET MANAGERS LLC$773K1
375EntryPoint Capital, LLC$773K1
376EP Wealth Advisors, LLC$757K1
377PRUDENTIAL PLC$751K1
378AE Wealth Management LLC$750K1
379Prudent Man Advisors, LLC$746K1
380Frec Markets, Inc.$741K1
381Caerus Investment Advisors, LLC$734K1
382Fort Sheridan Advisors LLC$712K1
383Bridgewater Associates, LP$699K1
384Mutual Advisors, LLC$683K1
385TEMA ETFS LLC$679K1
386Robertson Stephens Wealth Management, LLC$672K1
387Quadrature Capital Ltd$669K1
388Koshinski Asset Management, Inc.$668K1
389Kintegral Advisory, LLC$664K1
390Safe Harbor Family Capital, LLC$651K1
391TRED AVON FAMILY WEALTH, LLC$648K1
392NewEdge Advisors, LLC$638K1
393COLDSTREAM CAPITAL MANAGEMENT INC$635K1
394&PARTNERS$631K1
395UHLMANN PRICE SECURITIES, LLC$629K1
396Banque Cantonale Vaudoise$623K1
397CHOREO, LLC$612K1
398Glenview Trust Co$611K1
399RWA WEALTH PARTNERS, LLC$608K1
400Meiji Yasuda Asset Management Co Ltd.$607K1
401QUADRANT CAPITAL GROUP LLC$603K1
402EVOLVE PRIVATE WEALTH, LLC$602K1
403Savant Capital, LLC$602K1
404IMC-Chicago, LLC$600K1
405Perpetual Ltd$594K1
406GUGGENHEIM CAPITAL LLC$592K1
407Apollon Wealth Management, LLC$590K1
408EASTERLY INVESTMENT PARTNERS LLC$589K1
409Lido Advisors, LLC$589K1
410Essex Financial Services, Inc.$579K1
411LAKE STREET PRIVATE WEALTH, LLC$577K1
412VIAWEALTH, LLC$568K1
413Groupe la Francaise$566K1
414NAPLES GLOBAL ADVISORS, LLC$566K1
415Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$564K1
416Siemens Fonds Invest GmbH$557K1
417Brooklyn Investment Group$557K1
418Private Advisor Group, LLC$548K1
419PEAK6 LLC$546K1
420JOURNEY STRATEGIC WEALTH LLC$538K1
421Prestige Wealth Management Group LLC$532K1
422PROFUND ADVISORS LLC$526K1
423Perigon Wealth Management, LLC$511K1
424First Affirmative Financial Network$507K1
425Bridgewater Advisors Inc.$502K1
426ARQ WEALTH ADVISORS, LLC$501K1
427NorthCrest Asset Manangement, LLC$499K1
428Plato Investment Management Ltd$498K1
429Legacy Wealth Asset Management, LLC$498K1
430SIMPLEX TRADING, LLC$495K1
431COHEN & STEERS, INC.$491K1
432DAVENPORT & Co LLC$489K1
433Summit Place Financial Advisors, LLC$483K1
434INSIGNEO ADVISORY SERVICES, LLC$480K1
435Savvy Advisors, Inc.$479K1
436Patten Group, Inc.$479K1
437USA FINANCIAL FORMULAS$478K1
438Fifth Third Wealth Advisors LLC$468K1
439Manske Wealth Management$466K1
440PRINCIPAL SECURITIES, INC.$463K1
441Meeder Advisory Services, Inc.$459K1
442EVOKE WEALTH, LLC$456K1
443FOUNDATIONS INVESTMENT ADVISORS, LLC$453K1
444PCM Encore, LLC$451K1
445Chicago Partners Investment Group LLC$451K1
446PINNACLE ASSOCIATES LTD$447K1
447Portfolio Design Labs, LLC$444K1
448Monument Capital Management$443K1
449OpenArc Corporate Advisory, LLC$443K1
450PERSONAL CFO SOLUTIONS, LLC$438K1
451Compound Planning, Inc.$436K1
452Turtle Creek Wealth Advisors, LLC$436K1
453PETTYJOHN, WOOD & WHITE, INC$435K1
454Checchi Capital Advisers, LLC$420K1
455Pinnacle Wealth Management Advisory Group, LLC$419K1
456VISTA INVESTMENT MANAGEMENT$417K1
457AXQ CAPITAL, LP$415K1
458OneDigital Investment Advisors LLC$411K1
459Clearstead Advisors, LLC$410K1
460ROMAN BUTLER FULLERTON & CO$410K1
461Edgemoor Investment Advisors, Inc.$408K1
462Sivia Capital Partners, LLC$408K1
463SUMMITRY LLC$401K1
464NORDEN GROUP LLC$395K1
465Riverpoint Wealth Management Holdings, LLC$393K1
466Livforsakringsbolaget Skandia, Omsesidigt$385K1
467Steward Partners Investment Advisory, LLC$382K1
468KPP Advisory Services LLC$381K1
469FORTEM FINANCIAL GROUP, LLC$378K1
470Cercano Management LLC$377K1
471Vestmark Advisory Solutions, Inc.$371K1
472Simplicity Wealth,LLC$369K1
473Waterloo Capital, L.P.$367K1
474Sagewood Asset Management LP$366K1
475DELTA ASSET MANAGEMENT LLC/TN$365K1
476Blackhawk Capital Partners, LLC$355K1
477Comprehensive Money Management Services LLC$353K1
478Cetera Trust Company, N.A$351K1
479Ameritas Investment Partners, Inc.$348K1
480Discipline Wealth Solutions, LLC$346K1
481GREAT LAKES ADVISORS, LLC$346K1
482Global Assets Advisory, LLC$345K1
483Gateway Wealth Partners, LLC$342K1
484Community Financial Services Group, LLC$337K1
485waypoint wealth counsel$333K1
486Aprio Wealth Management, LLC$325K1
487Stratos Wealth Partners, LTD.$324K1
488VestGen Advisors, LLC$323K1
489WEALTH ALLIANCE, LLC$322K1
490Balboa Wealth Partners$319K1
491Rothschild Wealth LLC$319K1
492BROWN ADVISORY INC$313K1
493BLUEDOOR PRIVATE WEALTH, LLC$307K1
494Hilltop National Bank$304K1
495Prosperity Consulting Group, LLC$303K1
496JFS WEALTH ADVISORS, LLC$303K1
497Arax Advisory Partners$300K1
498Concurrent Investment Advisors, LLC$299K1
499AlphaCentric Advisors LLC$291K1
500SAGESPRING WEALTH PARTNERS, LLC$289K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 1 sell
Congress net ($ bound)−$13.0K to $29.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on VTR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming VTR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for VTR · financials and macro

Financials — as filed PLANNED

VTR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: VTR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing