Ventas Ownership | Who Owns Ventas?
Ventas Ownership Summary
Ventas is owned by 94.93% institutional investors, 0.58% insiders, and 4.49% 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 | 94.93% | 0.58% | 4.49% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Healthcare REIT Stocks | 81.60% | 3.99% | 14.41% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 727 | 3.41% | 393,570,030 | 1.91% | 94 | 1.06% | 382 | 8.22% | 223 | -3.04% |
| 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% |
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 | 6.33M | 1.51% | 39.97K |
| 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools