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824 hedge funds and large institutions have $31.5B invested in Ventas in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 347 increasing their positions, 246 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $48M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 71

41% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 246

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

12% more capital invested

Capital invested by funds: $28.2B → $31.5B (+$3.32B)

3% more funds holding

Funds holding: 797824 (+27)

0.18% more ownership

Funds ownership: 98.94%99.13% (+0.18%)

Holders
824
Holders Change
+27
Holders Change %
+3.39%
% of All Funds
10.81%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
105
Increased
347
Reduced
246
Closed
71
Calls
$48M
Puts
$21.6M
Net Calls
+$26.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
426
Integrated Wealth Concepts
Massachusetts
$782K +$132K +1,959 +21%
CP
427
CenterBook Partners
Connecticut
$759K -$476K -7,088 -40%
CB
428
Commerce Bank
Missouri
$756K +$29.9K +445 +4%
PL
429
Perpetual Ltd
Australia
$754K -$90.7K -1,350 -11%
GI
430
GAMCO Investors
Connecticut
$730K -$156K -2,322 -18%
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
$729K +$6.58K +98 +1%
NW
432
NewEdge Wealth
Pennsylvania
$723K +$13.3K +198 +2%
IAA
433
Independent Advisor Alliance
North Carolina
$715K +$26.9K +400 +4%
SAM
434
Shell Asset Management
Netherlands
$707K -$371K -5,514 -35%
PCM
435
Polymer Capital Management
New York
$702K +$674K +10,031 New
PCM
436
Penserra Capital Management
California
$697K +$2.22K +33 +0.3%
WPC
437
Wedmont Private Capital
Pennsylvania
$691K +$355K +5,284 +111%
ECM
438
Everence Capital Management
Indiana
$673K
BJL
439
Brighton Jones LLC
Washington
$652K +$626K +9,314 New
NP
440
NorthRock Partners
Minnesota
$649K +$131K +1,949 +27%
PP
441
Prudential plc
United Kingdom
$643K
CIM
442
Cambria Investment Management
California
$643K +$83.3K +1,240 +16%
WIM
443
Warwick Investment Management
Texas
$641K +$616K +9,164 New
S
444
SignatureFD
Georgia
$627K +$23K +343 +4%
CL
445
Choreo LLC
Illinois
$622K +$52.1K +775 +10%
NL
446
NWAM LLC
Washington
$619K +$583K +8,673 New
Simplex Trading
447
Simplex Trading
Illinois
$618K -$8.6K -128 -1%
AF
448
Allworth Financial
California
$615K +$118K +1,754 +25%
BPA
449
Beacon Pointe Advisors
California
$612K -$112K -1,671 -16%
KA
450
Kintegral Advisory
New York
$610K -$2.62K -39 -0.4%

VTR Hedge Fund Activity: Q3 2025 in Review

824 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2025, worth a combined $31.5B — up 12% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VTR positions and 71 closed out — a net gain of 34 holders — while 347 added to existing stakes and 246 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $377M.

  • 824 institutional investors held Ventas (VTR) as of Q3 2025, up from 797 in Q2 2025.
  • Funds reported $31.5B of Ventas stock for Q3 2025, up 12% quarter-over-quarter.
  • 105 funds opened new Ventas positions in Q3 2025 and 71 closed out, a net change of +34 holders.
  • The largest Ventas buyer in Q3 2025 was Fidelity Investments, an estimated $196M added.
  • The largest Ventas seller in Q3 2025 was UBS AM, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2025.