Ventas, Inc. (VTR) shareholders
VTRNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 6/30129% above fair value
$88.92−0.73 (-0.81%)
Close on Nov 13, 2026Market cap $47.02BP/E 167.8Yield 2.16%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.7%
522M of 529M shares
Institutional holders
951
111 new, 75 sold out
Net institutional buying
26M
In Q2 2026
Insider trades, 12 months
1 buys · 10 sales
Net sold $12.18M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| JPMorgan Chase & Co. | 42,614,309 | 8.70% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 41,935,325 | 10.40% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 41,321,002 | 8.69% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 35,893,818 | 7.55% | 13G (passive) | Mar 31, 2026 |
| JPMorgan Chase & Co | 33,872,732 | 7.10% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | 26,611,546 | 6.10% | 13G (passive) | Mar 31, 2025 |
| Abigail P. Johnson Joint filing with FMR LLC (5.81%) | 23,403,411 | 5.81% | 13G (passive) | Feb 9, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 55,781,968 | 10.55% | $4.95B | −800,806 | 0.07% |
| JPMorgan Chase & Co | 43,693,905 | 8.26% | $3.90B | +8,314,756 | 0.22% |
| Vanguard Portfolio Management LLC | 42,627,293 | 8.06% | $3.79B | +1,365,328 | 0.17% |
| Vanguard Capital Management LLC | 31,759,575 | 6.01% | $2.82B | +892,730 | 0.06% |
| State Street Corp | 30,526,195 | 5.77% | $2.73B | +727,697 | 0.08% |
| FMR LLC | 26,246,531 | 4.96% | $2.33B | −1,004,808 | 0.10% |
| Geode Capital Management, LLC | 14,008,360 | 2.65% | $1.24B | +507,317 | 0.07% |
| Principal Financial Group Inc | 13,969,657 | 2.64% | $1.24B | −1,365,423 | 0.61% |
| Capital World Investors | 11,665,969 | 2.21% | $1.04B | +1,622,098 | 0.12% |
| APG Asset Management US Inc. | 11,314,857 | 2.14% | $1.01B | – | 7.11% |
| Price T Rowe Associates Inc /Md/ | 8,975,186 | 1.70% | $797.00M | −672,439 | 0.08% |
| Morgan Stanley | 7,885,794 | 1.49% | $700.26M | +1,498,324 | 0.04% |
| Wcm Investment Management, LLC | 7,824,883 | 1.48% | $698.76M | New | 1.27% |
| Dimensional Fund Advisors LP | 7,393,600 | 1.40% | $656.56M | +203,006 | 0.12% |
| Charles Schwab Investment Management Inc | 6,942,709 | 1.31% | $616.51M | +495,342 | 0.08% |
| Northern Trust Corp | 6,784,388 | 1.28% | $602.45M | +1,063,440 | 0.07% |
| Centersquare Investment Management LLC | 6,627,776 | 1.25% | $588.55M | +699,255 | 5.02% |
| Legal & General Group Plc | 5,651,463 | 1.07% | $501.85M | +146,095 | 0.10% |
| Invesco Ltd. | 5,332,595 | 1.01% | $473.53M | +213,526 | 0.04% |
| Schroder Investment Management Group | 5,116,993 | 0.97% | $454.39M | +2,605,368 | 0.32% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 951 | 522M | 98.7% | 111 / 413 | 289 / 75 | 55M | 29M |
| Q1 2026 | 932 | 498M | 94.1% | 111 / 401 | 283 / 95 | 113M | 28M |
| Q4 2025 | 929 | 489M | 92.5% | 167 / 367 | 267 / 46 | 61M | 52M |
| Q3 2025 | 826 | 480M | 90.9% | 105 / 347 | 250 / 71 | 60M | 27M |
| Q2 2025 | 799 | 447M | 84.6% | 82 / 337 | 266 / 78 | 31M | 21M |
| Q1 2025 | 807 | 437M | 82.7% | 128 / 330 | 239 / 65 | 40M | 21M |
| Q4 2024 | 759 | 423M | 80.0% | 117 / 305 | 229 / 72 | 35M | 39M |
| Q3 2024 | 723 | 427M | 80.8% | 98 / 290 | 230 / 60 | 75M | 19M |
| Q2 2024 | 694 | 414M | 78.3% | 112 / 244 | 235 / 60 | 33M | 29M |
| Q1 2024 | 649 | 412M | 77.9% | 81 / 222 | 245 / 87 | 33M | 26M |
| Q4 2023 | 660 | 405M | 76.5% | 112 / 221 | 240 / 54 | 40M | 16M |
| Q3 2023 | 613 | 381M | 72.0% | 55 / 218 | 233 / 67 | 25M | 25M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
796 funds held VTR in Q2 2026, 53% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of VTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 18,086,847 | 3.42% | $1.69B | 2.31% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 15,431,922 | 2.92% | $1.37B | 0.06% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 12,602,749 | 2.38% | $1.12B | 0.07% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 10,533,732 | 1.99% | $935.40M | 0.42% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 6,687,971 | 1.26% | $593.89M | 0.07% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 6,078,146 | 1.15% | $513.12M | 0.06% | May 31, 2026 |
| Income Fund of America | 5,901,726 | 1.12% | $551.87M | 0.37% | Jul 31, 2026 |
| JPMorgan Equity Income Fund | 5,426,692 | 1.03% | $481.89M | 1.11% | Jun 30, 2026 |
| Vanguard Value Index Fund | 4,623,867 | 0.87% | $410.60M | 0.16% | Jun 30, 2026 |
| Real Estate Securities Fund | 4,601,391 | 0.87% | $430.28M | 6.12% | Jul 31, 2026 |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | 4,079,749 | 0.77% | $362.28M | 4.47% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 3,787,657 | 0.72% | $354.18M | 0.16% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 3,724,526 | 0.70% | $330.74M | 0.95% | Jun 30, 2026 |
| JPMorgan Equity Premium Income ETF | 3,686,689 | 0.70% | $327.38M | 0.73% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 3,360,050 | 0.64% | $283.66M | 2.84% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Debra A. Cafaro | Chairman and CEO, Director | 1,427,102 | 0.27% | Feb 13, 2026 |
| Laurida Sayed | SVP, Chief Accounting Officer | 4,307 | 0.00% | Oct 7, 2026 |
| Andy Wattula | EVP OM&R-Ventas/Pres&CEO-LHS | 10,694 | 0.00% | Aug 4, 2026 |
| Peter J. Bulgarelli | EVP OM&R-Ventas/Pres&CEO-LHS | 120,554 | 0.02% | May 5, 2026 |
| Robert F. Probst | EVP and CFO | 169,734 | 0.03% | Feb 13, 2026 |
| James Justin Hutchens | EVP Senior Housing and CIO | 179,232 | 0.03% | Feb 13, 2026 |
| Carey S. Roberts | EVP and GC | 72,755 | 0.01% | Feb 13, 2026 |
| Gregory R. Liebbe | SVP, Chief Accounting Officer | 13,901 | 0.00% | Apr 7, 2025 |
| Maurice S. Smith | Director | 31,990 | 0.01% | Oct 30, 2026 |
| Roxanne M. Martino | Director | 67,681 | 0.01% | Oct 30, 2026 |
| Matthew J. Lustig | Director | 96,502 | 0.02% | Oct 15, 2026 |
| Michael J. Embler | Director | 19,354 | 0.00% | Oct 15, 2026 |
| Marguerite M. Nader | Director | 23,624 | 0.00% | Oct 15, 2026 |
| Joe Vasquez Rodriguez Jr. | Director | 9,998 | 0.00% | Oct 15, 2026 |
| Sumit Roy | Director | 25,381 | 0.00% | Oct 15, 2026 |
| Melody C. Barnes | Director | 35,459 | 0.01% | Oct 15, 2026 |
| Walter C. Rakowich | Director | 28,349 | 0.01% | May 15, 2026 |
| Theodore Bigman | Director | 10,640 | 0.00% | May 15, 2026 |
| Sean P. Nolan | Director | 26,331 | 0.00% | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Maurice S. Smith Director | Oct 30, 2026 | Award | +17.689 | $84.80 | $1.50K | 31,990 |
| Roxanne M. Martino Director | Oct 30, 2026 | Award | +17.689 | $84.80 | $1.50K | 67,681 |
| Joe Vasquez Rodriguez Jr. Director | Oct 15, 2026 | Award | +54.63 | $84.86 | $4.64K | 9,998 |
| Maurice S. Smith Director | Oct 15, 2026 | Award | +80.645 | $84.86 | $6.84K | 31,972 |
| Maurice S. Smith Director | Oct 15, 2026 | Award | +66.105 | $84.86 | $5.61K | 31,891 |
| Roxanne M. Martino Director | Oct 15, 2026 | Award | +199.144 | $84.86 | $16.90K | 67,663 |
| Melody C. Barnes Director | Oct 15, 2026 | Award | +80.645 | $84.86 | $6.84K | 35,459 |
| Sumit Roy Director | Oct 15, 2026 | Award | +80.645 | $84.86 | $6.84K | 25,381 |
| Sumit Roy Director | Oct 15, 2026 | Award | +55.161 | $84.86 | $4.68K | 25,300 |
| Marguerite M. Nader Director | Oct 15, 2026 | Award | +80.645 | $84.86 | $6.84K | 23,624 |
| Michael J. Embler Director | Oct 15, 2026 | Award | +80.645 | $84.86 | $6.84K | 19,354 |
| Matthew J. Lustig Director | Oct 15, 2026 | Award | +80.645 | $84.86 | $6.84K | 96,502 |
| Matthew J. Lustig Director | Oct 15, 2026 | Award | +238.848 | $84.86 | $20.27K | 96,421 |
| Maurice S. Smith Director | Oct 13, 2026 | Award | +17.889 | $83.85 | $1.50K | 31,825 |
| Roxanne M. Martino Director | Oct 13, 2026 | Award | +17.889 | $83.85 | $1.50K | 67,464 |
| Maurice S. Smith Director | Oct 6, 2026 | Award | +18.324 | $81.86 | $1.50K | 31,807 |
| Roxanne M. Martino Director | Oct 6, 2026 | Award | +18.324 | $81.86 | $1.50K | 67,446 |
| Laurida Sayed SVP, Chief Accounting Officer | Oct 5, 2026 | Award | +4,301 | $81.36 | $349.93K | 4,307 |
| Maurice S. Smith Director | Oct 1, 2026 | Award | +477.726 | $83.73 | $40.00K | 31,789 |
| Roxanne M. Martino Director | Oct 1, 2026 | Award | +582.229 | $83.73 | $48.75K | 67,428 |
| Sumit Roy Director | Oct 1, 2026 | Award | +373.223 | $83.73 | $31.25K | 25,245 |
| Matthew J. Lustig Director | Oct 1, 2026 | Award | +447.868 | $83.73 | $37.50K | 96,183 |
| Andy Wattula EVP OM&R-Ventas/Pres&CEO-LHS | Aug 1, 2026 | Award | +10,694 | $93.51 | $1,000.00K | 10,694 |
| Andy Wattula EVP OM&R-Ventas/Pres&CEO-LHS | Aug 1, 2026 | Award | +4,314 | $93.51 | $403.40K | 15,008 |
| Michael J. Embler Director | Jul 16, 2026 | Award | +71.62 | $95.04 | $6.81K | 19,274 |
| Maurice S. Smith Director | Jul 16, 2026 | Award | +56.2 | $95.04 | $5.34K | 31,240 |
| Maurice S. Smith Director | Jul 16, 2026 | Award | +71.62 | $95.04 | $6.81K | 31,311 |
| Marguerite M. Nader Director | Jul 16, 2026 | Award | +71.62 | $95.04 | $6.81K | 23,544 |
| Roxanne M. Martino Director | Jul 16, 2026 | Award | +173.89 | $95.04 | $16.53K | 66,846 |
| Joe Vasquez Rodriguez Jr. Director | Jul 16, 2026 | Award | +48.51 | $95.04 | $4.61K | 9,943 |
| Sumit Roy Director | Jul 16, 2026 | Award | +47.09 | $95.04 | $4.48K | 24,800 |
| Sumit Roy Director | Jul 16, 2026 | Award | +71.62 | $95.04 | $6.81K | 24,872 |
| Melody C. Barnes Director | Jul 16, 2026 | Award | +71.62 | $95.04 | $6.81K | 35,379 |
| Matthew J. Lustig Director | Jul 16, 2026 | Award | +209.67 | $95.04 | $19.93K | 95,663 |
| Matthew J. Lustig Director | Jul 16, 2026 | Award | +71.62 | $95.04 | $6.81K | 95,735 |
| Roxanne M. Martino Director | Jul 1, 2026 | Award | +543.78 | $89.65 | $48.75K | 66,672 |
| Matthew J. Lustig Director | Jul 1, 2026 | Award | +447.71 | $89.65 | $40.14K | 95,453 |
| Sumit Roy Director | Jul 1, 2026 | Award | +348.58 | $89.65 | $31.25K | 24,753 |
| Maurice S. Smith Director | Jul 1, 2026 | Award | +460.89 | $89.65 | $41.32K | 31,184 |
| Michael J. Embler Director | Jun 3, 2026 | Buy | +2,500 | $78.81 | $197.03K | 19,202 |
| Walter C. Rakowich Director | May 14, 2026 | Sale(10b5-1 plan) | −1,152 | $90.20 | $103.91K | 28,349 |
| Maurice S. Smith Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 30,723 |
| Walter C. Rakowich Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 29,501 |
| Matthew J. Lustig Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 95,006 |
| Joe Vasquez Rodriguez Jr. Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 9,895 |
| Sean P. Nolan Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 26,181 |
| Marguerite M. Nader Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 23,472 |
| Roxanne M. Martino Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 66,128 |
| Theodore Bigman Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 10,640 |
| Michael J. Embler Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 16,702 |
| Sumit Roy Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 24,404 |
| Melody C. Barnes Director | May 13, 2026 | Award | +2,047 | $90.35 | $184.95K | 35,307 |
| Peter J. Bulgarelli EVP OM&R-Ventas/Pres&CEO-LHS | May 1, 2026 | Tax withholding | −1,496 | $88.02 | $131.68K | 120,554 |
| Peter J. Bulgarelli EVP OM&R-Ventas/Pres&CEO-LHS | May 1, 2026 | Tax withholding | −2,372 | $88.02 | $208.78K | 122,050 |
| Peter J. Bulgarelli EVP OM&R-Ventas/Pres&CEO-LHS | May 1, 2026 | Tax withholding | −2,346 | $88.02 | $206.49K | 124,422 |
| Maurice S. Smith Director | Apr 16, 2026 | Award | +66.74 | $85.51 | $5.71K | 28,676 |
| Maurice S. Smith Director | Apr 16, 2026 | Award | +59.32 | $85.51 | $5.07K | 28,609 |
| Matthew J. Lustig Director | Apr 16, 2026 | Award | +66.74 | $85.51 | $5.71K | 92,959 |
| Matthew J. Lustig Director | Apr 16, 2026 | Award | +229.23 | $85.51 | $19.60K | 92,892 |
| Michael J. Embler Director | Apr 16, 2026 | Award | +66.74 | $85.51 | $5.71K | 14,655 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.84%
15M shares short
Days to cover
4.0
At 4M shares a day
Change since last report
+3.6%
From 14M shares
Short volume, 20 days
56.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Ventas's stock actually held short. Settlement fails (shares not delivered on time) peaked at 27,942 shares on Oct 13, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Walter C. Rakowich Director | May 14, 2026 | 1,152 | $103.86K | May 14, 2026 | RSU grant |
| Gregory R. Liebbe Officer | Mar 2, 2026 | 17,248 | $1.49M | Mar 2, 2026 | ESOP |
| Carey S. Roberts Officer | Feb 11, 2026 | 35,532 | $3.02M | Feb 11, 2026 | Restricted stock vesting under a registered plan |
| Debra A. Cafaro Officer, Director | Feb 6, 2026 | 10,322 | $848.75K | Feb 6, 2026 | Exercise of employee stock options |
| Debra A. Cafaro Officer, Director | Feb 2, 2026 | 10,322 | $801.61K | Feb 2, 2026 | Exercise of employee stock options |
| Debra A. Cafaro Officer, Director | Jan 2, 2026 | 10,322 | $797.47K | Jan 2, 2026 | Exercise of employee stock options |
| Robert F. Probst Officer | Jan 2, 2026 | 29,930 | $2.31M | Jan 2, 2026 | Vested RSU |
| Debra A. Cafaro Officer, Director | Dec 1, 2025 | 10,322 | $831.42K | Dec 1, 2025 | Exercise of employee stock options |
| Peter J. Bulgarelli Executive Vice President | Nov 19, 2025 | 2,229 | $178.50K | Nov 19, 2025 | Compensation Shares |
| Peter J. Bulgarelli Executive Vice President | Nov 18, 2025 | 2,771 | $221.70K | Nov 18, 2025 | Compensation Shares |
| Debra A. Cafaro Officer, Director | Nov 17, 2025 | 41,294 | $3.26M | Nov 17, 2025 | Exercise of employee stock options |
| Robert F. Probst Officer | Nov 12, 2025 | 33,591 | $2.58M | Nov 12, 2025 | Exercise of employee stock options |
| Peter J. Bulgarelli Executive Vice President | Nov 7, 2025 | 40 | $3.03K | Nov 7, 2025 | Compensation Shares |
| Debra A. Cafaro Officer, Director | Nov 6, 2025 | 264 | $19.81K | Nov 6, 2025 | Exercise of employee stock options |
| Peter J. Bulgarelli Executive Vice President | Nov 6, 2025 | 166 | $12.48K | Nov 6, 2025 | Compensation Shares |
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