VTR · Ventas, Inc. · Shareholders & Ownership

$86.27 +0.89 (+1.04%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$44.29B

512.95M

Volume · Oct 22 573K Avg daily vol (3M) 3.57M

Every disclosed holder of VTR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns VTR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	963	522,483,908	101.86%	Yes
Insiders (Forms 3, 4, 5)	19	2,267,655	0.44%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	11,805,204	-2.30%	Negative
Registered funds (N-PORT, not summed)	834	228,438,692	44.53%	No

Shares outstanding: 512,946,359, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of VTR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	55,781,968	10.87%	-800,806	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,687,971	1.30%	+579,292	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,992,002	0.39%	+202,081	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,816,165	0.35%	+293,513	Jul 31, 2026	iShares Trust, not summed
1.4	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,678,728	0.33%	+177,843	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,326,947	0.26%	+78,682	Jul 31, 2026	iShares Trust, not summed
2	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	43,693,905	8.52%	+8,314,756	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	42,614,309	8.31%	+8,741,577	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,627,293	8.31%	+1,365,328	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,759,575	6.19%	+892,730	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	30,526,195	5.95%	+727,697	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	4,079,749	0.80%	+147,208	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,159,432	0.23%	+160,762	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	842,583	0.16%	-15,324	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	377,362	0.07%	+22,629	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	357,357	0.07%	+10,745	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,246,531	5.12%	-1,004,808	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	6,078,146	1.18%	+100,196	May 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,794,490	0.54%	+287,030	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,835,365	0.36%	+100,964	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.4	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	1,546,900	0.30%	+377,400	Jul 31, 2026	Fidelity Devonshire Trust, not summed
6.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	1,495,915	0.29%	+104,300	May 31, 2026	Fidelity Puritan Trust, not summed
7	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	18,086,847	3.53%	+647,452	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	15,431,922	3.01%	+352,258	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,008,360	2.73%	+507,317	Jun 30, 2026	carried, not yet filed for the newest quarter
10	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,969,657	2.72%	-1,365,423	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,601,391	0.90%	-741,181	Jul 31, 2026	Principal Funds, Inc, not summed
10.2	Global Real Estate Securities Fund Fund S000019119 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	915,622	0.18%	0	Jul 31, 2026	Principal Funds, Inc, not summed
10.3	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	290,879	0.06%	-115,587	Jul 31, 2026	Principal Funds, Inc, not summed
10.4	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	282,027	0.06%	-2,554	May 31, 2026	Principal Funds, Inc, not summed
10.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	234,825	0.05%	+228,208	Jul 31, 2026	Principal Funds, Inc, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,602,749	2.46%	+530,771	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,665,969	2.27%	+1,622,098	Jun 30, 2026	carried, not yet filed for the newest quarter
13	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,314,857	2.21%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,533,732	2.05%	+276,390	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,975,186	1.75%	-672,439	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	1,721,992	0.34%	-96,032	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
15.2	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	1,367,722	0.27%	+69,471	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
15.3	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	305,139	0.06%	-12,600	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
15.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	288,443	0.06%	-123	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	85,099	0.02%	+8,799	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,885,794	1.54%	+1,498,324	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,512	0.00%	+47	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	914	0.00%	+40	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	750	0.00%	+161	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	201	0.00%	+4	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,824,883	1.53%	+7,824,883	Jun 30, 2026	carried, not yet filed for the newest quarter
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,393,600	1.44%	+203,006	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,601,957	0.51%	+21,561	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,795,892	0.35%	-22,298	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	916,819	0.18%	+68,844	Jul 31, 2026	Dimensional ETF Trust, not summed
18.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	646,129	0.13%	+23,114	Jul 31, 2026	Dimensional ETF Trust, not summed
18.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	108,579	0.02%	+11	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,942,709	1.35%	+495,342	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,360,050	0.66%	+110,502	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,087,535	0.21%	+33,398	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	504,003	0.10%	+20,444	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	293,469	0.06%	+14,131	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	280,915	0.05%	+6,245	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,784,388	1.32%	+1,063,440	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	185,044	0.04%	+27,536	Jun 30, 2026	Northern Funds, not summed
20.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	144,048	0.03%	+10,575	Jun 30, 2026	Northern Funds, not summed
20.3	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,597	0.00%	-5,452	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,718	0.00%	+478	Jul 31, 2026	FlexShares Trust, not summed
20.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,970	0.00%	-165	Jul 31, 2026	FlexShares Trust, not summed
21	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,627,776	1.29%	+699,255	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	5,901,726	1.15%	0	Jul 31, 2026	Income Fund of America, not summed
23	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,651,463	1.10%	+146,095	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	5,426,692	1.06%	+404,391	Jun 30, 2026	JPMorgan Trust II, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,332,595	1.04%	+213,526	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,209,684	0.43%	+243,915	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	807,394	0.16%	-94,758	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.3	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	427,010	0.08%	+104,213	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	156,676	0.03%	-14,829	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
25.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	81,337	0.02%	+3,895	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,116,993	1.00%	+2,605,368	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,088,082	0.99%	+365,807	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	498,276	0.10%	+42,800	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
27.2	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	270,312	0.05%	-190,436	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
27.3	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	47,702	0.01%	-7,465	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
27.4	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	32,594	0.01%	+5,954	May 29, 2026	DBX ETF Trust, not summed
27.5	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	21,486	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,993,179	0.97%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,981,404	0.97%	+258,859	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,898,773	0.96%	-49,903	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	1,159,636	0.23%	-12,361	Jun 30, 2026	TIAA-CREF Funds, not summed
30.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	810,541	0.16%	-37,212	Jun 30, 2026	College Retirement Equities Fund, not summed
30.3	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	605,408	0.12%	-31,000	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
30.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	389,010	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.5	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	366,471	0.07%	-2,037	Jul 31, 2026	TIAA-CREF Funds, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,749,407	0.93%	+567,484	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	203,051	0.04%	-2,523	Jul 31, 2026	Goldman Sachs Trust II, not summed
31.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	162,648	0.03%	+15,918	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	40,091	0.01%	-728	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	31,484	0.01%	+3,957	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	28,435	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
32	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,623,867	0.90%	+229,995	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,415,869	0.86%	-85,193	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,605,529	0.31%	-19,228	Jun 30, 2026	MFS SERIES TRUST XI, not summed
33.2	MFS Global Real Estate Fund Fund S000024971 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	971,416	0.19%	-67,796	May 31, 2026	MFS SERIES TRUST XIII, not summed
33.3	MFS Diversified Income Fund Fund S000012219 · Registered fund · May 31, 2026 MFS Series Trust XIII, not summed	148,856	0.03%	-23,633	May 31, 2026	MFS Series Trust XIII, not summed
33.4	MFS Global Real Estate Portfolio Fund S000008069 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	68,951	0.01%	-2,921	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
33.5	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	60,025	0.01%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,396,344	0.86%	+1,847,130	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,366,528	0.85%	-37,597	Jun 30, 2026	carried, not yet filed for the newest quarter
36	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,129,357	0.81%	-1,876,082	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Resolution Capital Ltd 13F CIK 1612389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,988,965	0.78%	-203,043	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	3,787,657	0.74%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
39	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,724,526	0.73%	+111,895	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	3,686,689	0.72%	+476,708	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
41	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,342,565	0.65%	-2,040,099	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	3,174,396	0.62%	+82,785	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,957,103	0.58%	+23,036	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	288,006	0.06%	-6	Jun 30, 2026	AQR Funds, not summed
43.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	92,567	0.02%	+65,974	Jun 30, 2026	AQR Funds, not summed
43.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,129	0.00%	-24,704	Jun 30, 2026	AQR Funds, not summed
43.4	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,789	0.00%	0	Jun 30, 2026	AQR Funds, not summed
43.5	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,388	0.00%	0	Jun 30, 2026	AQR Funds, not summed
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,899,746	0.57%	+62,047	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	40,232	0.01%	+42	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,863,545	0.56%	+251,671	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,856,207	0.56%	+1,364,107	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,729,390	0.53%	+56,967	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,639,380	0.51%	-38,671	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
49	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,566,715	0.50%	+2,170,152	Jun 30, 2026	carried, not yet filed for the newest quarter
50	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,139,057	0.42%	+145,238	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 740260 CUSIP 92276F100 13F (30d) 190 filings 169 filers Visit website Investor relations