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Ventas
VTR

806 hedge funds and large institutions have $30.1B invested in Ventas in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 331 increasing their positions, 239 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

38% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 239

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

19% more capital invested

Capital invested by funds: $25.3B → $30.1B (+$4.82B)

6% more funds holding

Funds holding: 758 → 806 (+48)

2% more ownership

Funds ownership: 97.99% → 99.99% (+2%)

10% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $48.8M

Holders
806
Holders Change
+48
Holders Change %
+6.33%
% of All Funds
10.81%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
126
Increased
331
Reduced
239
Closed
65
Calls
$53.5M
Puts
$48.8M
Net Calls
+$4.73M
Net Calls Change
+$2.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$167M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$156M
4
Cohen & Steers
Cohen & Steers
New York
+$126M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$115M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$158M
2
Principal Financial Group
Principal Financial Group
Iowa
-$139M
3
Marshall Wace
Marshall Wace
United Kingdom
-$89.1M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.3M
5
ZP
Zimmer Partners
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
276
Cerity Partners
New York
$2.84M +$886K +13,871 +51%
Kovitz Investment Group Partners
277
Kovitz Investment Group Partners
Illinois
$2.82M -$29.7K -465 -1%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$2.82M – – –
SI
279
Sava Infond
Slovenia
$2.78M +$202K +3,170 +9%
AF
280
Avanza Fonder
Sweden
$2.74M -$187K -2,927 -7%
RIL
281
Rothschild Investment LLC
Illinois
$2.73M -$417K -6,528 -14%
RIM
282
Rakuten Investment Management
Japan
$2.71M +$2.52M +39,468 New
ONSWM
283
Old North State Wealth Management
North Carolina
$2.71M +$30.9K +484 +1%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$385K +6,029 +18%
CC
285
Centiva Capital
New York
$2.67M +$1.8M +28,144 +263%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$2.65M +$2.46M +38,502 New
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$2.58M +$103K +1,620 +5%
JFG
288
Jefferies Financial Group
New York
$2.58M +$2.06M +32,190 +606%
KOCAA
289
Knights of Columbus Asset Advisors
Connecticut
$2.58M -$2.34M -36,625 -49%
WP
290
Woodline Partners
California
$2.53M +$749K +11,739 +47%
GA
291
GRS Advisors
Illinois
$2.53M -$37.6M -588,485 -94%
ACM
292
Aster Capital Management
United Arab Emirates
$2.52M +$2.33M +36,456 New
RWM
293
Ritholtz Wealth Management
New York
$2.52M +$595K +9,315 +34%
Stifel Financial
294
Stifel Financial
Missouri
$2.47M -$44.8K -702 -2%
NIM
295
NEOS Investment Management
Connecticut
$2.46M +$921K +14,431 +67%
Cetera Investment Advisers
296
Cetera Investment Advisers
Illinois
$2.46M -$36K -564 -2%
MCM
297
MAI Capital Management
Ohio
$2.44M -$5.3K -83 -0.2%
EMPI
298
Elo Mutual Pension Insurance
Finland
$2.42M -$490K -7,671 -18%
TWC
299
TD Waterhouse Canada
Ontario, Canada
$2.41M +$211K +3,299 +10%
MSU
300
Mizuho Securities USA
New York
$2.41M -$304K -4,758 -12%
10 11
12
13 14

VTR Hedge Fund Activity: Q1 2025 in Review

806 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q1 2025, worth a combined $30.1B — up 19% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VTR positions and 65 closed out — a net gain of 61 holders — while 331 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Balyasny Asset Management, cutting an estimated $158M.

  • 806 institutional investors held Ventas (VTR) as of Q1 2025, up from 758 in Q4 2024.
  • Funds reported $30.1B of Ventas stock for Q1 2025, up 19% quarter-over-quarter.
  • 126 funds opened new Ventas positions in Q1 2025 and 65 closed out, a net change of +61 holders.
  • The largest Ventas buyer in Q1 2025 was BlackRock, an estimated $175M added.
  • The largest Ventas seller in Q1 2025 was Balyasny Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.