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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
Voloridge Investment Management
476
Voloridge Investment Management
Florida
$462K -$34.3M -525,746 -99%
CPCPP
477
Canada Post Corporation Pension Plan
Canada
$456K
WT
478
Whittier Trust
California
$454K
HWM
479
HB Wealth Management
Georgia
$452K -$30.2K -463 -6%
AF
480
Allworth Financial
California
$444K +$257K +3,933 +127%
Baird Financial Group
481
Baird Financial Group
Wisconsin
$442K -$46.9K -719 -9%
QCG
482
Quadrant Capital Group
Ohio
$442K -$46.2K -707 -9%
PPW
483
Parcion Private Wealth
Washington
$441K -$34.5K -529 -7%
BCA
484
Bay Colony Advisors
Massachusetts
$440K
NGA
485
Naples Global Advisors
Florida
$437K -$9.79K -150 -2%
HI
486
Horizon Investments
North Carolina
$437K +$39.6K +607 +10%
VAS
487
Vestmark Advisory Solutions
Massachusetts
$436K -$244K -3,744 -35%
WB
488
WesBanco Bank
West Virginia
$427K
P
489
&Partners
Tennessee
$425K +$10.4K +159 +2%
CCM
490
Coldstream Capital Management
Washington
$418K +$522 +8 +0.1%
WA
491
Waddell & Associates
Tennessee
$414K +$5.55K +85 +1%
NWAG
492
Net Worth Advisory Group
Utah
$413K +$23.2K +356 +6%
CWM
493
Congress Wealth Management
Massachusetts
$410K +$214K +3,285 +103%
CFO
494
Callan Family Office
Pennsylvania
$406K +$420K +6,426 New
HAG
495
HighPoint Advisor Group
Illinois
$404K -$21.2K -324 -5%
PWMG
496
Prestige Wealth Management Group
New Jersey
$403K +$6.92K +106 +2%
CW
497
CreativeOne Wealth
Kansas
$401K -$7.57K -116 -2%
PWW
498
Pettyjohn Wood & White
Virginia
$395K
PG
499
Patten Group
Tennessee
$394K +$14.6K +223 +4%
Bessemer Group
500
Bessemer Group
New Jersey
$391K -$32.5K -498 -7%

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.