Ventas, Inc. (VTR) — Institutional Holders, Q2 2026 (page 7)
956 institutional investment managers reported a VTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $46.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VTR 13F holders ranked 601–700 of 956
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | True North Advisors#601 · 4,384 sh | 4,384 | $389.3K | — | New |
| 602 | JOHNSON INVESTMENT COUNSEL#602 · 4,352 sh | 4,352 | $386.5K | <0.01% | New |
| 603 | Cetera Company, N.A#603 · 4,290 sh | 4,290 | $381.0K | 0.19% | 0.0% |
| 604 | SUMMITRY#604 · 4,277 sh | 4,277 | $379.8K | 0.01% | -12.8% |
| 605 | Discipline Wealth Solutions#605 · 4,265 sh | 4,265 | $378.7K | — | +0.8% |
| 606 | Equitable#606 · 4,216 sh | 4,216 | $374.4K | <0.01% | New |
| 607 | Aprio Wealth Management#607 · 4,196 sh | 4,196 | $372.6K | 0.02% | +5.7% |
| 608 | Ameritas Investment Partners#608 · 4,170 sh | 4,170 | $370.3K | <0.01% | -2.1% |
| 609 | VestGen Advisors#609 · 4,156 sh | 4,156 | $369.1K | 0.01% | +13.7% |
| 610 | Comprehensive Money Management Services#610 · 4,110 sh | 4,110 | $365.0K | 0.23% | -4.8% |
| 611 | BSW Wealth Partners#611 · 4,100 sh | 4,100 | $364.1K | 0.04% | +65.9% |
| 612 | Kathmere Capital Management#612 · 4,083 sh | 4,083 | $362.6K | — | +15.9% |
| 613 | Prestige Wealth Management Group#613 · 4,066 sh | 4,066 | $361.1K | 0.07% | -37.4% |
| 614 | Stratos Wealth Partners, LTD.#614 · 4,060 sh | 4,060 | $360.6K | <0.01% | +2.4% |
| 615 | Essential Partners#615 · 4,021 sh | 4,021 | $357.1K | — | -2.0% |
| 616 | Planned Solutions#616 · 4,016 sh | 4,016 | $356.6K | — | +1.0% |
| 617 | CreativeOne Wealth#617 · 4,011 sh | 4,011 | $356.2K | <0.01% | -3.4% |
| 618 | Advisory Services Network#618 · 3,973 sh | 3,973 | $352.9K | <0.01% | +1.2% |
| 619 | Parkside Financial Bank#619 · 3,962 sh | 3,962 | $351.8K | — | +147.5% |
| 620 | Dorsey Wright & Associates#620 · 3,914 sh | 3,914 | $347.6K | 0.06% | -74.5% |
| 621 | DAYMARK WEALTH PARTNERS#621 · 3,902 sh | 3,902 | $346.5K | <0.01% | +15.3% |
| 622 | Community Financial Services Group#622 · 3,862 sh | 3,862 | $346.2K | — | -6.1% |
| 623 | North Star Investment Management#623 · 3,867 sh | 3,867 | $343.4K | 0.02% | -0.1% |
| 624 | Sagewood Asset Management#624 · 3,859 sh | 3,859 | $342.7K | 0.08% | -13.8% |
| 625 | JACKSON THORNTON WEALTH MANAGEMENT#625 · 3,819 sh | 3,819 | $339.1K | 0.03% | New |
| 626 | Kingsview Wealth Management#626 · 3,818 sh | 3,818 | $339.1K | <0.01% | +17.0% |
| 627 | Prosperity Consulting Group#627 · 3,789 sh | 3,789 | $336.5K | 0.01% | +2.1% |
| 628 | AlphaCentric Advisors#628 · 3,779 sh | 3,779 | $335.6K | 0.28% | +6.2% |
| 629 | JFS WEALTH ADVISORS#629 · 3,729 sh | 3,729 | $331.2K | 0.02% | +0.8% |
| 630 | Guinness Asset Management LTD#630 · 3,708 sh | 3,708 | $329.3K | <0.01% | +61.4% |
| 631 | CX Institutional#631 · 3,692 sh | 3,692 | $328.0K | — | -7.8% |
| 632 | EVOLVE PRIVATE WEALTH#632 · 3,669 sh | 3,669 | $327.7K | 0.02% | -50.2% |
| 633 | Hilltop National Bank#633 · 3,634 sh | 3,634 | $322.7K | — | -2.2% |
| 634 | Franchise GP Ltd#634 · 3,631 sh | 3,631 | $322.4K | — | +626.2% |
| 635 | SAGESPRING WEALTH PARTNERS#635 · 3,619 sh | 3,619 | $321.3K | — | +2.6% |
| 636 | HUNTINGTON NATIONAL BANK#636 · 3,601 sh | 3,601 | $319.8K | <0.01% | +21.5% |
| 637 | BLUEDOOR PRIVATE WEALTH#637 · 3,588 sh | 3,588 | $318.6K | 0.13% | -4.5% |
| 638 | waypoint wealth counsel#638 · 3,578 sh | 3,578 | $317.7K | — | -12.1% |
| 639 | ORG Wealth Partners#639 · 3,570 sh | 3,570 | $317.0K | 0.05% | New |
| 640 | Premier Path Wealth Partners#640 · 3,550 sh | 3,550 | $315.2K | — | +1.2% |
| 641 | Sentinus#641 · 3,492 sh | 3,492 | $310.1K | 0.02% | -10.3% |
| 642 | ANGELES WEALTH MANAGEMENT#642 · 3,439 sh | 3,439 | $307.2K | — | +3.3% |
| 643 | M&G Plc#643 · 3,408 sh | 3,408 | $303.3K | <0.01% | +3.6% |
| 644 | EASTERLY INVESTMENT PARTNERS#644 · 3,409 sh | 3,409 | $302.7K | 0.02% | -52.7% |
| 645 | HILLTOP WEALTH ADVISORS#645 · 3,379 sh | 3,379 | $300.1K | 0.15% | +0.9% |
| 646 | EVERGREEN CAPITAL MANAGEMENT#646 · 3,315 sh | 3,315 | $296.1K | — | -0.7% |
| 647 | PFG Investments#647 · 3,333 sh | 3,333 | $296.0K | 0.01% | -0.7% |
| 648 | Gilliland Jeter Wealth Management#648 · 3,323 sh | 3,323 | $295.1K | 0.08% | 0.0% |
| 649 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#649 · 3,318 sh | 3,318 | $294.6K | <0.01% | New |
| 650 | IFG Advisory#650 · 3,288 sh | 3,288 | $292.0K | 0.01% | New |
| 651 | Smartleaf Asset Management#651 · 3,262 sh | 3,262 | $291.3K | <0.01% | 0.0% |
| 652 | RENAISSANCE GROUP#652 · 3,264 sh | 3,264 | $289.8K | 0.01% | 0.0% |
| 653 | Purpose Unlimited#653 · 3,261 sh | 3,261 | $289.6K | 0.01% | -3.0% |
| 654 | PRELUDE CAPITAL MANAGEMENT#654 · 3,230 sh | 3,230 | $286.8K | 0.02% | New |
| 655 | HARBOUR INVESTMENTS#655 · 3,210 sh | 3,210 | $285.1K | <0.01% | -0.5% |
| 656 | Ronald Blue#656 · 3,208 sh | 3,208 | $284.9K | — | -2.4% |
| 657 | Larson Financial Group#657 · 3,175 sh | 3,175 | $281.9K | <0.01% | +2.6% |
| 658 | Sowell Financial Services#658 · 3,163 sh | 3,163 | $280.8K | — | -1.3% |
| 659 | CHESAPEAKE ASSET MANAGEMENT#659 · 3,159 sh | 3,159 | $280.5K | 0.21% | New |
| 660 | Soltis Investment Advisors#660 · 3,143 sh | 3,143 | $279.1K | 0.02% | +7.2% |
| 661 | Garrett Wealth Advisory Group#661 · 3,137 sh | 3,137 | $278.6K | — | -6.7% |
| 662 | Pinnacle Financial Partners#662 · 3,129 sh | 3,129 | $277.9K | <0.01% | -0.4% |
| 663 | QUEST INVESTMENT MANAGEMENT#663 · 3,130 sh | 3,130 | $277.9K | 0.03% | +0.1% |
| 664 | Howard Capital Management#664 · 3,123 sh | 3,123 | $277.3K | — | New |
| 665 | Supplemental Annuity Collective of NJ#665 · 3,118 sh | 3,118 | $276.9K | 0.07% | -2.0% |
| 666 | FIDUCIARY#666 · 3,079 sh | 3,079 | $273.4K | <0.01% | +7.6% |
| 667 | EASTERN BANK#667 · 3,075 sh | 3,075 | $273.1K | — | +2.1% |
| 668 | Dorsey & Whitney#668 · 3,059 sh | 3,059 | $271.6K | 0.01% | -0.7% |
| 669 | Lombard Odier Asset Management (Switzerland) SA#669 · 3,047 sh | 3,047 | $270.6K | <0.01% | New |
| 670 | Prime Capital Investment Advisors#670 · 3,042 sh | 3,042 | $270.2K | — | -9.1% |
| 671 | NATURAL INVESTMENTS#671 · 3,003 sh | 3,003 | $266.0K | 0.06% | +9.1% |
| 672 | Copeland Capital Management#672 · 2,992 sh | 2,992 | $265.7K | — | -0.8% |
| 673 | Argent#673 · 2,980 sh | 2,980 | $264.6K | <0.01% | -0.4% |
| 674 | NICOLET BANKSHARES#674 · 2,869 sh | 2,869 | $264.6K | <0.01% | -1.7% |
| 675 | STEPHENS#675 · 2,956 sh | 2,956 | $262.5K | <0.01% | 0.0% |
| 676 | PUREfi Wealth#676 · 2,931 sh | 2,931 | $260.3K | — | New |
| 677 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#677 · 2,900 sh | 2,900 | $257.5K | 0.07% | +21.8% |
| 678 | Castleview Partners#678 · 2,840 sh | 2,840 | $252.2K | — | New |
| 679 | AlphaGrep UK Ltd#679 · 2,820 sh | 2,820 | $250.4K | 0.07% | -11.7% |
| 680 | Nilsine Partners#680 · 2,806 sh | 2,806 | $249.2K | 0.02% | +0.5% |
| 681 | MQS Management#681 · 2,801 sh | 2,801 | $248.7K | 0.30% | New |
| 682 | CoreCap Advisors#682 · 2,768 sh | 2,768 | $245.8K | — | +0.5% |
| 683 | Fortitude Advisory Group L.L.C.#683 · 2,767 sh | 2,767 | $245.7K | — | New |
| 684 | QTR Family Wealth#684 · 2,755 sh | 2,755 | $244.6K | 0.09% | -0.3% |
| 685 | KNIGHTSBRIDGE ASSET MANAGEMENT#685 · 3,152 sh | 3,152 | $243.9K | 0.03% | +4.2% |
| 686 | LAZARD ASSET MANAGEMENT#686 · 2,713 sh | 2,713 | $240.9K | <0.01% | New |
| 687 | UMB Bank, n.a.#687 · 2,698 sh | 2,698 | $239.6K | <0.01% | +1.8% |
| 688 | Monument Capital Management#688 · 2,684 sh | 2,684 | $238.3K | — | -50.4% |
| 689 | Asset Planning#689 · 2,675 sh | 2,675 | $237.5K | — | +0.5% |
| 690 | Leisure Capital Management#690 · 2,671 sh | 2,671 | $237.2K | 0.07% | 0.0% |
| 691 | Baker Avenue Asset Management#691 · 2,664 sh | 2,664 | $236.5K | <0.01% | +7.3% |
| 692 | Modern Wealth Management#692 · 2,662 sh | 2,662 | $236.4K | <0.01% | -16.9% |
| 693 | IFP Advisors#693 · 2,606 sh | 2,606 | $231.4K | — | -13.4% |
| 694 | IHT Wealth Management#694 · 2,605 sh | 2,605 | $231.3K | <0.01% | -21.3% |
| 695 | Morningstar Investment Management#695 · 2,828 sh | 2,828 | $231.3K | 0.01% | 0.0% |
| 696 | Fidelis Capital Partners#696 · 2,602 sh | 2,602 | $231.1K | 0.01% | +1.0% |
| 697 | Summit Financial#697 · 2,574 sh | 2,574 | $230.0K | <0.01% | New |
| 698 | DUNCKER STREETT#698 · 2,570 sh | 2,570 | $228.2K | 0.04% | 0.0% |
| 699 | Bullock Wealth Management Group#699 · 2,516 sh | 2,516 | $225.5K | — | +0.4% |
| 700 | Mount Yale Investment Advisors#700 · 2,532 sh | 2,532 | $225.4K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.