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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

VTR

VTR — Who Owns This Stock? 13F Breakdown

Ventas INC

+$3.0B

Net Activity

Institutions Holding

923

Popularity Rank

#504

Avg Weight

0.18%

Total Value

$40.6B

Ownership Trend

923 institutions currently hold VTR, with 497 net buyers and 374 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

374

Net Buying Institutions

497

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$4.6B
VP
Vanguard Portfolio Management LLC
$3.4B
JC
Jpmorgan Chase & Co
$2.9B
VC
Vanguard Capital Management LLC
$2.5B
SS
State Street CORP
$2.5B

Top 5 by Conviction

RI
Rush Island Management, LP
7.70%
RC
Resolution Capital Ltd
7.21%
AA
APG Asset Management US Inc.
7.15%
CI
Centersquare Investment Management LLC
5.01%
CI
Cbre Investment Management Listed Real Assets LLC
2.29%
View all 923 holding institutions

Across its top 20 institutional holders, VTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 17/100).

Quarterly Activity

Recent Activity

+$23.4B

Total Buy Value

$12.3B

Total Sell Value

New buy94
Trim278
Add403
Sold out96

497

Net Buyers

374

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional accumulation overpowers light insider selling

Signal Basis

Net institutional inflow of $2.98B with 497 net buyers vs. 374 net sellers. Insider activity: 5 sales totaling $7.78M, zero buys. The institutional weight firmly tilts the scale.

Confirmation

Next quarter's 13F showing sustained institutional net buying would confirm the breakout.

Invalidation Risk

A material uptick in insider sales or a reversal to institutional net selling would invalidate.

This game-theory analysis is AI-assisted and derived from public regulatory filings, covering historical data only. For informational purposes, not investment advice.

Smart Money Convergence

VTR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-17

12-Month Buy/Sell Activity

Feb 25
May 25
Sep 25
Dec 25
BuySell
ActionInsiderTitleDateValue
SellRoberts Carey S.EVP and GC2026-02-11$3.02M
SellCAFARO DEBRA AChairman and CEO2026-02-06$849K
SellCAFARO DEBRA AChairman and CEO2026-02-02$802K
SellCAFARO DEBRA AChairman and CEO2026-01-02$797K
SellProbst Robert FEVP and CFO2026-01-02$2.31M
SellCAFARO DEBRA AChairman and CEO2025-12-01$831K
SellBulgarelli Peter J.EVP OM&R-Ventas/Pres&CEO-LHS2025-11-19$178K
SellBulgarelli Peter J.EVP OM&R-Ventas/Pres&CEO-LHS2025-11-18$222K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

92276F100

FAQ

Who are the top institutional investors holding VENTAS INC (VTR)?
Major stakeholders currently include BlackRock, Inc. ($4.6B), Vanguard Portfolio Management LLC ($3.4B), Jpmorgan Chase & Co ($2.9B). Based on the latest 13F filings, there are a total of 923 tracked investment funds and institutions maintaining positions in VTR.
What is the overall institutional sentiment toward VTR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.0B, driven by 497 managers accumulating shares while 374 reduced their exposure.
Which institutions have been selling or reducing their VTR positions?
In the latest period, 278 funds trimmed their holdings, and 96 managers completely exited their positions. The aggregate reported sell value was $12.3B.
Are there any notable investors adding VTR to their portfolios?
Yes, buying activity remains notable. 94 institutions opened new positions in {ticker}, and 403 existing holders added to their shares. The total reported buy value for the quarter amounted to $23.4B.

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