$VTR

$87.42 +$0.62 (0.71%) Close

$VTR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 512.9M shares outstanding

Who owns VTR?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 79.8%

Lustig Matthew J 27.1% · BlackRock, Inc. 10.9%

Institutional ownership

100.0%

+3.0 pts vs last qtr

Institutional holders

944

+15 vs last qtr

Net shares bought

+22.8M

by institutions in Q2 2026

New / sold out

110 / 95

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +8.3M
WCM Investment Management, LLC NEW +7.8M

Biggest sellers in Q2 2026

Two Sigma Investments, LP −3.3M
UBS Group AG −2.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$20.7M

20 notices from 6 people

Shares covered

261.6K

0.05% of the company

Arranged in advance

78%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Cafaro Debra A Officer 10b5-1 $10.4M
Robert F Probst Officer 10b5-1 $4.89M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+32.8%

+3.20% a year

Each share's claim on the business

−24.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $296M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years2% 1–3 years6% Under 1 year7%

Quarterly turnover

8.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VTR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	55.8M	10.87%	−800.8K (−1.4%)	≤2021	0.1%
Shares held by quarter Peak holding56.6M (Q1'26) Change over 8 quarters+9.8M Share of the company10.870% BlackRock, Inc.'s full portfolio →
JC Jpmorgan Chase & Co	43.7M	8.52%	+8.3M (+23.5%)	≤2021	0.2%
Shares held by quarter Peak holding43.7M (Q2'26) Change over 8 quarters+16.1M Share of the company8.520% Jpmorgan Chase & Co's full portfolio →

BlackRock, Inc.

55.8M

% of company

10.87%

Change vs last qtr

−800.8K (−1.4%)

Held since

≤2021

Jpmorgan Chase & Co

43.7M

% of company

8.52%

Change vs last qtr

+8.3M (+23.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Ventas Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VTR on Form N-PORT; together they hold 44.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$1.69B	18.1M	3.53%	2.31%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.37B	15.4M	3.01%	0.06%	June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$1.69B

% of company

3.53%

% of the fund

2.31%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.37B

% of company

3.01%

% of the fund

0.06%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Ventas Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LM Lustig Matthew J Insider	138.8M	27.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company27.070% Lustig Matthew J's insider activity →
CD Cafaro Debra A Insider	1.4M	0.27%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.270% Cafaro Debra A's insider activity →

Lustig Matthew J

Insider

138.8M

% of company

27.07%

Change vs last qtr

—

Held since

—

Cafaro Debra A

Insider

1.4M

% of company

0.27%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of Ventas Inc.

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