VENTAS INC VTR
COM · REIT · CUSIP 92276F100 · ISIN US92276F1003
Real estate investment trust that owns and manages health care facilities
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersChicago, IL
- Founded1998
- Websiteventasreit.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($124.5m this quarter). Holder counts are more reliable. Shares outstanding: 486.2m as of 2026-04-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $81.80. Options: 13 managers hold calls ($59.7m notional), 14 hold puts ($35.6m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 613 |
| Q4 2022 | 623 |
| Q1 2023 | 619 |
| Q2 2023 | 632 |
| Q3 2023 | 613 |
| Q4 2023 | 662 |
| Q1 2024 | 650 |
| Q2 2024 | 695 |
| Q3 2024 | 725 |
| Q4 2024 | 761 |
| Q1 2025 | 809 |
| Q2 2025 | 801 |
| Q3 2025 | 827 |
| Q4 2025 | 929 |
| Q1 2026 | 933 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 344 | 294 |
| Q3 2024 | 380 | 290 |
| Q4 2024 | 379 | 301 |
| Q1 2025 | 446 | 304 |
| Q2 2025 | 410 | 344 |
| Q3 2025 | 444 | 320 |
| Q4 2025 | 479 | 314 |
| Q1 2026 | 495 | 377 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $41.3m | $29.6m | 0.72 |
| Q3 2025 | $48.0m | $21.6m | 0.45 |
| Q4 2025 | $66.4m | $36.5m | 0.55 |
| Q1 2026 | $59.7m | $35.6m | 0.60 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +7.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.4m |
| Capital World Investors | Added | +2.4m |
| BlackRock, Inc. | Added | +1.5m |
| COHEN & STEERS, INC. | Added | +1.4m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.4m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.1m |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +1.1m |
| CITIGROUP INC | Added | +1.0m |
| AMERIPRISE FINANCIAL INC | Added | +941.2k |
Biggest sellers
| FMR LLC | Reduced | -2.0m |
| HSBC HOLDINGS PLC | Reduced | -1.9m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.5m |
| Resolution Capital Ltd | Reduced | -1.0m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -707.2k |
| TORONTO DOMINION BANK | Reduced | -686.8k |
| CITADEL ADVISORS LLC | Reduced | -672.3k |
| Alyeska Investment Group, L.P. | Reduced | -576.2k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -562.9k |
| Nuveen, LLC | Reduced | -539.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $16.1m196.7k shares |
| Walleye Trading LLC | Reduced | $15.1m185.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.7m130.5k shares |
| JANE STREET GROUP, LLC | Reduced | $7.1m86.3k shares |
| IMC-Chicago, LLC | Added | $4.8m58.2k shares |
| GOLDMAN SACHS GROUP INC | Added | $2.5m30.0k shares |
| J. Goldman & Co LP | New | $948.6k11.6k shares |
| GROUP ONE TRADING LLC | Added | $776.9k9.5k shares |
| SIMPLEX TRADING, LLC | Added | $564.3k6.9k shares |
| TWO SIGMA INVESTMENTS, LP | New | $482.5k5.9k shares |
Biggest puts
| JPMORGAN CHASE & CO | Reduced | $16.3m200.0k shares |
| Flat Footed LLC | New | $5.4m66.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.6m31.7k shares |
| JANE STREET GROUP, LLC | Added | $2.4m29.1k shares |
| Walleye Trading LLC | Reduced | $2.1m25.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m22.5k shares |
| Banco BTG Pactual S.A. | New | $1.6m20.0k shares |
| Squarepoint Ops LLC | New | $826.0k10.1k shares |
| IMC-Chicago, LLC | Reduced | $727.8k8.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $588.8k7.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| JPMORGAN CHASE & CO 13G · institution +1.6 pts · filed 2026-07-27 | 8.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2025-05-13 | 6.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 3 | $1.7m | $103.8k |
| Q3 2024 | 0 | — | 3 | $10.0m | $8.8m |
| Q4 2024 | 0 | — | 1 | $15.6m | $15.6m |
| Q1 2025 | 0 | — | 2 | $18.5m | $18.5m |
| Q2 2025 | 0 | — | 4 | $11.1m | $9.6m |
| Q3 2025 | 0 | — | 3 | $18.5m | $18.5m |
| Q4 2025 | 0 | — | 3 | $51.4m | $51.4m |
| Q1 2026 | 0 | — | 3 | $7.8m | $4.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-11 | Roberts Carey S. EVP and GC | Sold | $3.0m35.5k shares |
| 2026-02-06 | CAFARO DEBRA A Chairman and CEO, director | Sold plan | $848.8k10.3k shares |
| 2026-02-02 | CAFARO DEBRA A Chairman and CEO, director | Sold plan | $801.6k10.3k shares |
| 2026-01-02 | Probst Robert F EVP and CFO | Sold plan | $2.3m29.9k shares |
| 2026-01-02 | CAFARO DEBRA A Chairman and CEO, director | Sold plan | $797.5k10.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.08% of their portfolio | 56.6m $4.6bn | Added +1.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.18% of their portfolio | 41.3m $3.4bn | First filing |
| JPMORGAN CHASE & CO 0.20% of their portfolio | 35.4m $2.9bn | Added +7.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 30.9m $2.5bn | First filing |
| STATE STREET CORP 0.08% of their portfolio | 29.8m $2.5bn | Added +135.9k |
| FMR LLC 0.12% of their portfolio | 27.3m $2.2bn | Reduced -2.0m |
| PRINCIPAL FINANCIAL GROUP INC 0.67% of their portfolio | 15.3m $1.3bn | Reduced -63.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 13.5m $1.1bn | Added +512.1k |
| APG Asset Management US Inc. 7.15% of their portfolio | 11.3m $927.9m | Reduced -443.6k |
| Capital World Investors 0.11% of their portfolio | 10.0m $821.4m | Added +2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 9.6m $789.0m | Added +471.4k |
| DIMENSIONAL FUND ADVISORS LP 0.12% of their portfolio | 7.2m $588.0m | Added +253.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 6.4m $527.3m | Added +232.3k |
| MORGAN STANLEY 0.03% of their portfolio | 6.4m $522.4m | Added +43.1k |
| COHEN & STEERS, INC. 0.85% of their portfolio | 6.0m $491.1m | Added +1.4m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 5.01% of their portfolio | 5.9m $484.8m | Reduced -562.9k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 5.7m $467.9m | Added +18.5k |
| Legal & General Group Plc 0.10% of their portfolio | 5.5m $450.2m | Reduced -259.7k |
| Daiwa Securities Group Inc. 1.27% of their portfolio | 5.4m $440.2m | Added +677.1k |
| Invesco Ltd. 0.04% of their portfolio | 5.1m $418.6m | Reduced -332.4k |
| Nuveen, LLC 0.11% of their portfolio | 4.9m $404.7m | Reduced -539.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 4.7m $386.2m | Added +73.8k |
| DEUTSCHE BANK AG\ 0.13% of their portfolio | 4.7m $386.2m | Added +818.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.13% of their portfolio | 4.5m $383.1m | Reduced -366.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.23% of their portfolio | 4.4m $360.2m | Added +1.1m |
| Resolution Capital Ltd 7.21% of their portfolio | 4.2m $342.8m | Reduced -1.0m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 4.2m $342.0m | Added +84.1k |
| TWO SIGMA INVESTMENTS, LP 0.27% of their portfolio | 4.0m $326.6m | Added +2.4m |
| UBS Group AG 0.06% of their portfolio | 3.8m $310.0m | Added +674.3k |
| AQR CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 2.9m $239.9m | Reduced -48.6k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.8m $232.1m | Reduced -31.3k |
| VANGUARD FIDUCIARY TRUST CO 0.06% of their portfolio | 2.7m $218.6m | First filing |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 2.22% of their portfolio | 2.6m $213.6m | Added +35.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.5m $208.5m | Added +390.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.17% of their portfolio | 2.5m $205.4m | Reduced -44.1k |
| BARCLAYS PLC 0.07% of their portfolio | 2.3m $186.5m | Added +930.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 2.3m $186.1m | Reduced -234.6k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 2.0m $166.7m | Reduced -200.2k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 2.0m $163.1m | Reduced -1.9m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2.29% of their portfolio | 1.9m $154.6m | Added +38.1k |
| CITIGROUP INC 0.10% of their portfolio | 1.8m $149.5m | Added +1.0m |
| Russell Investments Group, Ltd. 0.16% of their portfolio | 1.8m $149.3m | Added +245.5k |
| CI INVESTMENTS INC. 0.72% of their portfolio | 1.8m $148.2m | Reduced -494.3k |
| Amundi 0.04% of their portfolio | 1.7m $135.8m | Added +137.7k |
| Aberdeen Group plc 0.22% of their portfolio | 1.7m $135.5m | Reduced -57.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 1.5m $122.0m | Added +1.4m |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 1.5m $119.1m | Added +110.3k |
| RUSH ISLAND MANAGEMENT, LP 7.70% of their portfolio | 1.4m $114.7m | Reduced -230.8k |
| Swiss National Bank 0.06% of their portfolio | 1.4m $112.7m | Added +133.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio | 1.3m $110.0m | Added +19.5k |
| Qube Research & Technologies Ltd 0.16% of their portfolio | 1.3m $109.7m | Added +437.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.18% of their portfolio | 1.3m $106.2m | Reduced -707.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.3m $98.7m | Added +941.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 1.2m $100.4m | Added +215.1k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 1.2m $99.7m | Reduced -2.5k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.2m $91.0m | Reduced -69.2k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 1.2m $95.7m | Reduced -125.7k |
| PANAGORA ASSET MANAGEMENT INC 0.36% of their portfolio | 1.2m $95.4m | Reduced -205.5k |
| CANADA LIFE ASSURANCE Co 0.17% of their portfolio | 1.1m $92.2m | Added +50.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.13% of their portfolio | 1.1m $89.7m | Added +1.1m |
| California Public Employees Retirement System 0.05% of their portfolio | 1.1m $88.8m | Reduced -126.5k |
| PGGM Investments 1.53% of their portfolio | 1.1m $87.5m | Reduced -205.0k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.1m $86.8m | Reduced -52.8k |
| Vanguard Global Advisers, LLC 0.05% of their portfolio | 1.0m $85.1m | First filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% of their portfolio | 1.0m $83.6m | Added +166.0k |
| BAMCO INC /NY/ 0.25% of their portfolio | 998.3k $81.6m | Reduced -221.1k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.11% of their portfolio | 963.4k $78.8m | Reduced -430.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.20% of their portfolio | 926.2k $75.7m | Added +50.8k |
| Asset Management One Co., Ltd. 0.22% of their portfolio | 904.5k $74.0m | Reduced -20.3k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 854.6k $69.9m | Added +10.1k |
| Retirement Systems of Alabama 0.23% of their portfolio | 853.0k $69.8m | Added +3.3k |
| 1832 Asset Management L.P. 0.09% of their portfolio | 842.5k $68.9m | Reduced -21.8k |
| PRUDENTIAL FINANCIAL INC 0.08% of their portfolio | 842.0k $68.9m | Reduced -57.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.20% of their portfolio | 839.2k $68.6m | Added +85.2k |
| Employees Retirement System of Texas 0.59% of their portfolio | 832.0k $68.0m | Reduced -49.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.06% of their portfolio | 826.6k $67.6m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 810.6k $66.3m | Reduced -205.2k |
| STRS OHIO 0.26% of their portfolio | 798.0k $65.3m | Added +145.8k |
| ANTIPODES PARTNERS Ltd 1.25% of their portfolio | 792.4k $64.8m | Reduced -64.6k |
| National Pension Service 0.05% of their portfolio | 783.7k $64.1m | Added +74.5k |
| CHILTON CAPITAL MANAGEMENT LLC 2.22% of their portfolio | 775.4k $63.5m | Reduced -18.8k |
| Zurich Insurance Group Ltd/FI 0.49% of their portfolio | 768.4k $62.8m | Reduced -42.1k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 763.9k $62.5m | Added +280.9k |
| MACKENZIE FINANCIAL CORP 0.07% of their portfolio | 753.7k $61.6m | Added +170.2k |
| Engineers Gate Manager LP 0.76% of their portfolio | 742.2k $60.7m | Added +72.7k |
| Heitman Real Estate Securities LLC 4.24% of their portfolio | 721.5k $59.0m | Reduced -168.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 684.9k $56.0m | Added +21.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 677.4k $55.4m | Added +1.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.18% of their portfolio | 676.2k $55.3m | Reduced -108.7k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 660.4k $54.0m | Added +21.4k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 637.6k $52.1m | Added +98.4k |
| GRS Advisors, LLC 5.05% of their portfolio | 624.8k $51.1m | Added +587.5k |
| Adelante Capital Management LLC 3.45% of their portfolio | 616.2k $50.4m | Reduced -79.0k |
| Apollo Management Holdings, L.P. 0.79% of their portfolio | 581.3k $47.5m | Added +7.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% of their portfolio | 570.1k $46.6m | Added +8.2k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 549.6k $44.9m | Added +35.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 547.4k $44.8m | Reduced -672.3k |
| Swedbank AB 0.05% of their portfolio | 546.7k $44.7m | Added +73.4k |
| Vanguard Investments Australia, Ltd. 0.13% of their portfolio | 546.4k $44.7m | First filing |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 540.9k $44.2m | Reduced -331.8k |