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797 hedge funds and large institutions have $28.2B invested in Ventas in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 337 increasing their positions, 265 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $41.3M | Put options by funds: $29.6M

27% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 265

4% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 77

1% less funds holding

Funds holding: 805797 (-8)

1.04% less ownership

Funds ownership: 99.99%98.94% (-1%)

6% less capital invested

Capital invested by funds: $30.1B → $28.2B (-$1.9B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
797
Holders Change
-8
Holders Change %
-0.99%
% of All Funds
10.49%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
80
Increased
337
Reduced
265
Closed
77
Calls
$41.3M
Puts
$29.6M
Net Calls
+$11.8M
Net Calls Change
+$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$2.33M +$78.9K +1,209 +3%
MCM
302
MAI Capital Management
Ohio
$2.3M +$58.3K +893 +3%
GAM
303
Groupama Asset Management
France
$2.28M +$435K +6,661 +35%
KOCAA
304
Knights of Columbus Asset Advisors
Connecticut
$2.25M -$121K -1,858 -5%
TNBTD
305
Trustmark National Bank Trust Department
Mississippi
$2.21M -$225K -3,440 -9%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$2.19M -$1.37K -21 -0.1%
DADC
307
D.A. Davidson & Co
Montana
$2.16M +$40.7K +623 +2%
RWM
308
Ritholtz Wealth Management
New York
$2.14M -$182K -2,790 -8%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$2.13M -$367K -5,627 -14%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$2.13M +$171K +2,622 +8%
NW
311
Naviter Wealth
Arkansas
$2.11M +$200K +3,069 +10%
TRSOTSOK
312
Teachers Retirement System of the State of Kentucky
Kentucky
$2.1M +$55.4K +848 +3%
PS
313
Pensionfund Sabic
Netherlands
$2.03M
TAF
314
Tredje AP-fonden
Sweden
$2.01M
MSU
315
Mizuho Securities USA
New York
$1.97M -$249K -3,817 -11%
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$1.96M -$235K -3,605 -10%
VA
317
Vident Advisory
Georgia
$1.94M -$11.5K -176 -0.6%
QT
318
Quantbot Technologies
New York
$1.91M +$1.81M +27,738 +1,109%
DWM
319
Dakota Wealth Management
Florida
$1.9M +$35.5K +544 +2%
CCA
320
Catalyst Capital Advisors
New York
$1.9M -$35.3K -540 -2%
TA
321
Townsend & Associates
Colorado
$1.89M -$262K -4,016 -12%
FAM
322
Fred Alger Management
New York
$1.89M +$1.94M +29,686 New
SG Americas Securities
323
SG Americas Securities
New York
$1.87M +$1.29M +19,810 +201%
JSSH
324
J. Safra Sarasin Holding
$1.85M +$1.91M +29,249 New
AWP
325
Ascent Wealth Partners
New York
$1.8M +$667K +10,211 +56%

VTR Hedge Fund Activity: Q2 2025 in Review

797 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2025, worth a combined $28.2B — down 6.3% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VTR positions and 77 closed out — a net gain of 3 holders — while 337 added to existing stakes and 265 trimmed.

The largest buyer was Vanguard Group, adding an estimated $186M. The largest seller was JP Morgan Chase, cutting an estimated $198M.

  • 797 institutional investors held Ventas (VTR) as of Q2 2025, down from 805 in Q1 2025.
  • Funds reported $28.2B of Ventas stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 80 funds opened new Ventas positions in Q2 2025 and 77 closed out, a net change of +3 holders.
  • The largest Ventas buyer in Q2 2025 was Vanguard Group, an estimated $186M added.
  • The largest Ventas seller in Q2 2025 was JP Morgan Chase, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2025.