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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
10.82%
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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$181M +$74M +1,101,948 +74%
American Century Companies
27
American Century Companies
Missouri
$181M -$2.7M -40,152 -2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$171M +$5.73M +85,340 +4%
DPIM
29
Duff & Phelps Investment Management
Illinois
$169M -$23.8M -353,920 -13%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$165M -$3M -44,602 -2%
Macquarie Group
31
Macquarie Group
Australia
$164M +$41.3M +613,968 +36%
AQR Capital Management
32
AQR Capital Management
Connecticut
$153M +$53M +788,445 +55%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$151M +$118M +1,751,795 +425%
Bank of America
34
Bank of America
North Carolina
$140M +$9.76M +145,293 +8%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$130M -$4.76M -70,813 -4%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$129M -$21.5M -319,987 -15%
RIM
37
Rush Island Management
New York
$124M -$54.2M -806,431 -31%
CIMLRA
38
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M +$56.8M +845,694 +93%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$122M +$18.8M +279,998 +19%
Adage Capital Partners
40
Adage Capital Partners
Massachusetts
$120M -$1.65M -24,600 -1%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$114M +$46.6M +693,992 +74%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$110M +$8.12M +120,825 +8%
EGM
43
Engineers Gate Manager
New York
$110M +$27.9M +415,222 +36%
LIMS
44
Lasalle Investment Management Securities
Maryland
$109M +$95.9M +1,427,151 +1,135%
Amundi
45
Amundi
France
$102M +$5.12M +76,270 +5%
Barclays
46
Barclays
United Kingdom
$102M +$23.9M +356,124 +32%
Cohen & Steers
47
Cohen & Steers
New York
$98.3M +$48M +713,964 +103%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$96.1M -$7.46M -111,052 -7%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$92.7M -$6.2M -92,247 -7%
Swiss National Bank
50
Swiss National Bank
Switzerland
$91.1M -$1.6M -23,800 -2%

VTR Hedge Fund Activity: Q3 2025 in Review

824 of the 7,619 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.