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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
EIA
526
Edgemoor Investment Advisors
Maryland
$322K
RBFC
527
Roman Butler Fullerton & Co
Missouri
$322K -$17.3K -265 -5%
RWMH
528
Riverpoint Wealth Management Holdings
Illinois
$322K
FFA
529
Farther Finance Advisors
California
$321K +$49.1K +752 +17%
PMA
530
Prudent Man Advisors
Illinois
$317K +$3.79K +58 +1%
SI
531
Stephens Inc
Arkansas
$315K +$21.7K +333 +7%
AC
532
Avestar Capital
New York
$315K -$16.5K -253 -5%
CTC
533
Cetera Trust Company
Minnesota
$307K +$5.88K +90 +2%
AFG
534
Atomi Financial Group
New York
$305K -$33.2K -509 -10%
SWP
535
Stratos Wealth Partners
Ohio
$301K +$61K +935 +24%
WPC
536
Wedmont Private Capital
Pennsylvania
$298K +$56K +857 +22%
Connor, Clark & Lunn Investment Management (CC&L)
537
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$295K -$3.69M -56,565 -92%
CIBC Private Wealth Group
538
CIBC Private Wealth Group
Georgia
$295K -$102K -1,563 -25%
KAS
539
KPP Advisory Services
Kentucky
$292K -$7.31K -112 -2%
CM
540
Cercano Management
Washington
$291K
FWP
541
Family Wealth Partners
North Carolina
$289K +$299K +4,573 New
CA
542
Commerzbank Aktiengesellschaft
Germany
$288K +$12.2K +187 +4%
SMA
543
Sage Mountain Advisors
Georgia
$286K -$22.2K -340 -7%
AC
544
Allstate Corporation
Illinois
$286K -$410K -6,282 -58%
DC
545
Davenport & Co
Virginia
$286K +$33.4K +511 +13%
CCI
546
Credit Capital Investments
New Jersey
$284K +$294K +4,500 New
CFG
547
CMC Financial Group
Georgia
$283K +$293K +4,481 New
NSIM
548
North Star Investment Management
Illinois
$282K -$32.6K -500 -10%
WTC
549
WhitTier Trust Company
Nevada
$281K
MG
550
Mather Group
Illinois
$280K +$42.4K +650 +17%

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.