| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 31.8M | $2.82B | +2.9% | 6.533% | 0.06% |
| 5 | STATE STREET CORP | 30.5M | $2.73B | +2.4% | 6.279% | 0.04% |
| 6 | FMR LLC | 26.2M | $2.33B | -3.7% | 5.399% | 0.10% |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 14.0M | $1.24B | -8.9% | 2.873% | 0.61% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 14.0M | $1.24B | +3.8% | 2.881% | 0.07% |
| 9 | Capital World Investors | 11.7M | $1.04B | +16.2% | 2.400% | 0.12% |
| 10 | APG Asset Management US Inc. | 11.3M | $1.01B | 0.0% | 2.327% | 7.11% |
| 11 | MORGAN STANLEY | 7.9M | $700.3M | +23.5% | 1.622% | 0.04% |
| 12 | WCM INVESTMENT MANAGEMENT, LLC | 7.8M | $698.8M | — | 1.610% | 1.27% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 7.4M | $656.6M | +2.8% | 1.521% | 0.12% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.9M | $616.5M | +7.7% | 1.428% | 0.08% |
| 15 | NORTHERN TRUST CORP | 6.8M | $602.5M | +18.6% | 1.395% | 0.07% |
| 16 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 6.6M | $588.5M | +11.8% | 1.363% | 5.02% |
| 17 | Legal & General Group Plc | 5.7M | $501.8M | +2.6% | 1.162% | 0.10% |
| 18 | Invesco Ltd. | 5.3M | $473.5M | +4.2% | 1.097% | 0.04% |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | 5.1M | $454.4M | +103.7% | 1.052% | 0.32% |
| 20 | DEUTSCHE BANK AG\ | 5.1M | $451.8M | +7.8% | 1.047% | 0.13% |
| 21 | NORGES BANK | 5.0M | $443.4M | — | 1.027% | 0.04% |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.0M | $442.3M | +5.5% | 1.025% | 0.08% |
| 23 | Nuveen, LLC | 4.9M | $435.0M | -1.0% | 1.008% | 0.10% |
| 24 | GOLDMAN SACHS GROUP INC | 4.8M | $427.4M | +14.3% | 0.990% | 0.04% |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.4M | $409.3M | -1.9% | 0.908% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VTR — a direct measure of their conviction.
| 150.05% |
| +45.49 pp |
| $44.12B |
| +88% |
| Q4 2024 | 733 | +5.5% | 104.56% | +5.81 pp | $23.48B | 2.5% |
| Q3 2024 | 695 | — | 98.75% | — | $24.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
98 institutions opened new positions in VTR during Q2 2026, while 75 fully exited. 680 added to existing positions and 146 trimmed.
VTR institutional ownership fell by 0.77 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 56.1% of all reported 13F value in VTR, and the top 25 account for 73.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ventas, Inc. (VTR) Institutional Ownership