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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
RWP
476
RWA Wealth Partners
Massachusetts
$519K +$403 +6 +0.1%
Baird Financial Group
477
Baird Financial Group
Wisconsin
$516K +$25K +372 +5%
LSPW
478
Lake Street Private Wealth
Illinois
$511K -$16.8K -250 -3%
BCA
479
Bay Colony Advisors
Massachusetts
$502K +$13.8K +205 +3%
Group One Trading
480
Group One Trading
Illinois
$502K +$268K +3,984 +125%
TPCW
481
TD Private Client Wealth
New York
$500K -$14.6K -218 -3%
CPCPP
482
Canada Post Corporation Pension Plan
Canada
$500K
WT
483
Whittier Trust
California
$497K -$3.83K -57 -0.8%
QCG
484
Quadrant Capital Group
Ohio
$497K +$7.26K +108 +2%
DDC
485
DF Dent & Co
Maryland
$493K -$60.5K -900 -11%
CIA
486
Caerus Investment Advisors
Texas
$490K +$470K +6,994 New
HI
487
Horizon Investments
North Carolina
$489K +$4.57K +68 +1%
NGA
488
Naples Global Advisors
Florida
$484K
CCM
489
Coldstream Capital Management
Washington
$484K +$20.1K +299 +5%
WB
490
WesBanco Bank
West Virginia
$473K +$403 +6 +0.1%
HAG
491
HighPoint Advisor Group
Illinois
$471K +$22.2K +330 +5%
Bessemer Group
492
Bessemer Group
New Jersey
$470K +$34.2K +509 +8%
PWMG
493
Prestige Wealth Management Group
New Jersey
$469K +$22.1K +329 +5%
P
494
&Partners
Tennessee
$464K -$5.44K -81 -1%
PWM
495
Perigon Wealth Management
California
$463K +$444K +6,610 New
AWA
496
ARQ Wealth Advisors
Arizona
$462K +$443K +6,600 New
CFO
497
Callan Family Office
Pennsylvania
$457K +$6.85K +102 +2%
MCM
498
Monument Capital Management
Virginia
$455K +$57.4K +854 +15%
EFS
499
Essex Financial Services
Connecticut
$440K +$15.1K +225 +4%
IAN
500
Integrated Advisors Network
Texas
$438K +$31.1K +463 +8%

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.