🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Ventas, Inc.

VTR Real Estate
$81.78 +$0.68 (0.84%)
Market Cap: $39.12 B
Gurus Holding
9
Popularity Rank
#588
% of Shares Held
1.05%
Net Activity (Q4 2025)
+$65.11 M

Guru Ownership Trend

Guru Analysis for Ventas, Inc. (VTR)

Ventas, Inc. (VTR), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $407.48 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $65.11 M net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Steven Cohen reduced exposure by 32.7%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$77.74 M
Total Buy Value
New Buys 2
Additions 2
-$12.63 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Ventas, Inc. (VTR)

Major holders include Cliff Asness ($230.8 M), Renaissance Technologies (RenTech) ($78.6 M), Joel Greenblatt ($41.72 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.98 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $65.11 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited VTR. The total reported sell value was $12.63 M.

Yes, 2 managers opened new positions in VTR, and 2 increased their existing holdings. The total reported buy value was $77.74 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 34.8% 2,982,633 $230.8 M Q4 2025
0.12% Reduce -5.7% 1,015,761 $78.6 M Q4 2025
0.15% Add 71.6% 539,154 $41.72 M Q4 2025
0.02% Reduce -32.7% 176,334 $13.64 M Q4 2025
0.05% Reduce -8.3% 135,229 $10.46 M Q4 2025
0.04% Reduce -2.5% 114,410 $8.85 M Q4 2025
0.01% Reduce -10.4% 9,337 $722,505 Q4 2025
0.00% New Buy 6,896 $533,612 Q4 2025
0.00% New Buy 2,842 $219,914 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form