Ventas Ownership | Who Owns Ventas?
Ventas Ownership Summary
Ventas is owned by 95.69% institutional investors, 0.58% insiders, and 3.73% retail investors. Vanguard group is the largest institutional shareholder, holding 15.99% of VTR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.80% of its assets in Ventas shares.
VTR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ventas | 95.69% | 0.58% | 3.73% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Healthcare REIT Stocks | 74.83% | 3.71% | 21.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 64.50M | 15.99% | $3.31B |
| Blackrock | 43.30M | 10.73% | $2.22B |
| Jpmorgan chase | 26.96M | 6.68% | $1.38B |
| State street | 26.09M | 6.47% | $1.34B |
| Fmr | 22.38M | 5.55% | $1.15B |
| Principal financial group | 19.27M | 4.78% | $987.88M |
| Apg asset management us | 15.13M | 3.75% | $769.69M |
| Geode capital management | 10.17M | 2.52% | $519.77M |
| Centersquare investment management | 7.76M | 1.92% | $397.65M |
| Resolution capital | 7.06M | 1.75% | $361.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 1.84M | 7.75% | $94.46M |
| Resolution capital | 7.06M | 6.81% | $361.91M |
| Waterfront capital partners | 750.91K | 4.52% | $38.49M |
| Land & buildings investment management | 372.46K | 4.50% | $19.09M |
| Apg asset management us | 15.13M | 4.41% | $769.69M |
| Centersquare investment management | 7.76M | 4.30% | $397.65M |
| Vision capital | 505.15K | 4.21% | $25.89M |
| Gillson capital lp | 718.00K | 3.55% | $36.80M |
| Grs advisors | 582.93K | 3.45% | $29.88M |
| Vert asset management | 162.13K | 3.31% | $8.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 5.22M | 0.04% | 5.22M |
| Jpmorgan chase | 26.96M | 0.11% | 3.43M |
| Resolution capital | 7.06M | 6.81% | 2.83M |
| Massachusetts financial services co /ma/ | 2.64M | 0.04% | 2.64M |
| Deutsche bank ag\ | 3.53M | 0.08% | 2.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 408.42K | 0.01% | -3.39M |
| Fmr | 22.38M | 0.07% | -1.77M |
| Apg asset management us | 15.13M | 4.41% | -1.70M |
| Cbre investment management listed real assets | 277.45K | 0.26% | -855.48K |
| Adelante capital management | - | - | -786.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 5.22M | 0.04% | 5.22M | $267.41M |
| Massachusetts financial services co /ma/ | 2.64M | 0.04% | 2.64M | $135.42M |
| Antipodes partners | 1.43M | 2.67% | 1.43M | $73.52M |
| Grs advisors | 582.93K | 3.45% | 582.93K | $29.88M |
| Marshall wace, llp | 399.15K | 0.03% | 399.15K | $20.46M |
Sold Out
| Holder | Change |
|---|---|
| Td waterhouse canada | -1.00 |
| Johnson financial group | -7.00 |
| Opal wealth advisors | -14.00 |
| Ruedi wealth management | -16.00 |
| Kelly financial services | -23.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 690 | 4.07% | 385,973,122 | 3.48% | 95 | 1.12% | 349 | 16.33% | 227 | -7.72% |
| Mar 31, 2024 | 663 | -1.49% | 373,002,983 | -1.64% | 92 | 1.04% | 300 | -9.37% | 246 | 4.24% |
| Dec 31, 2023 | 673 | 7.00% | 379,240,228 | 1.10% | 94 | 1.09% | 331 | 23.51% | 236 | 2.61% |
| Sep 30, 2023 | 629 | -2.93% | 375,126,492 | -1.47% | 93 | 1.03% | 268 | -12.13% | 230 | 1.77% |
| Jun 30, 2023 | 648 | 2.37% | 380,717,177 | 1.15% | 95 | 1.07% | 305 | 3.74% | 226 | 6.60% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 15.94M | 3.80% | -43.25K |
| Vanguard Total Stock Mkt Idx Inv | 13.06M | 3.11% | -46.82K |
| Vanguard Institutional 500 Index Trust | 10.95M | 2.61% | 134.03K |
| Vanguard Mid Cap Index Institutional | 8.77M | 2.09% | 15.77K |
| Fidelity US REIT Mother Fund | 7.89M | 1.90% | 663.20K |
| Principal Real Estate Securities R5 | 6.29M | 1.52% | - |
| Fidelity 500 Index | 5.08M | 1.21% | 92.17K |
| JPM US Equity Income-Composite | 5.01M | 1.21% | 1.39M |
| SPDR® S&P 500® ETF Trust | 5.01M | 1.20% | 1.70K |
| JPMorgan Equity Income I | 5.01M | 1.19% | 674.17K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 30, 2024 | CAFARO DEBRA A | Chairman and CEO | Sell | $2.27M |
| Oct 29, 2024 | CAFARO DEBRA A | Chairman and CEO | Sell | $8.02M |
| Oct 25, 2024 | CAFARO DEBRA A | Chairman and CEO | Sell | $396.93K |
| Oct 24, 2024 | CAFARO DEBRA A | Chairman and CEO | Sell | $4.94M |
| Sep 11, 2024 | Bulgarelli Peter J. | EVP OM&R-Ventas/Pres&CEO-LHS | Sell | $97.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 17 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
VTR Ownership FAQ
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