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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
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$644K +10,091 +41%
Nordea Investment Management
302
Nordea Investment Management
Sweden
$2.33M +$251K +3,926 +13%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$2.32M -$8.19M -128,285 -79%
DADC
304
D.A. Davidson & Co
Montana
$2.31M -$92.4K -1,448 -4%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M +$113K +1,767 +6%
SLAM
306
Swiss Life Asset Management
$2.22M +$587K +9,194 +40%
PS
307
Pensionfund Sabic
Netherlands
$2.21M -$255K -4,000 -11%
TAF
308
Tredje AP-fonden
Sweden
$2.19M – – –
TA
309
Townsend & Associates
Colorado
$2.17M -$809K -12,673 -28%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$2.13M +$369K +5,774 +23%
VA
311
Vident Advisory
Georgia
$2.13M -$55.6K -871 -3%
CCA
312
Catalyst Capital Advisors
New York
$2.1M -$143K -2,235 -7%
NW
313
Naviter Wealth
Arkansas
$2.07M +$12.8K +200 +0.7%
QCM
314
QRG Capital Management
Illinois
$2.07M +$44.1K +691 +2%
DWM
315
Dakota Wealth Management
Florida
$2.03M +$5.75K +90 +0.3%
GAM
316
Groupama Asset Management
France
$2.03M +$1.22M +19,178 New
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$2.03M -$863K -13,518 -31%
KRS
318
Kentucky Retirement Systems
Kentucky
$1.96M +$11.7K +183 +0.6%
GC
319
Guggenheim Capital
Illinois
$1.91M -$328K -5,130 -16%
ET
320
Entropy Technologies
New York
$1.89M -$2.39M -37,373 -58%
IMPI
321
Ilmarinen Mutual Pension Insurance
Finland
$1.86M – – –
CCM
322
Cohen Capital Management
California
$1.84M – – –
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$1.83M +$41.9K +657 +3%
MFG
324
Merit Financial Group
Georgia
$1.83M +$354K +5,548 +26%
MC
325
Machina Capital
France
$1.78M +$448K +7,015 +37%
11 12
13
14 15

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.