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Ventas
VTR

Overview Fund Activity

795 hedge funds and large institutions have $29.7B invested in Ventas in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 329 increasing their positions, 233 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+46
Holders Change %
+6.14%
% of All Funds
10.8%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
126
Increased
329
Reduced
233
Closed
65
Calls
$53.5M
Puts
$48.8M
Net Calls
+$4.73M
Net Calls Change
+$2.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$180M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$168M
4
Cohen & Steers
Cohen & Steers
New York
+$136M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$124M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$170M
2
Principal Financial Group
Principal Financial Group
Iowa
-$150M
3
Marshall Wace
Marshall Wace
United Kingdom
-$95.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.5M
5
ZP
Zimmer Partners
New York
-$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
551
Nebula Research & Development
New York
$273K +$273K +3,967 New
WFI
552
West Family Investments
California
$273K – – –
IA
553
Integrity Alliance
Iowa
$273K +$273K +3,964 New
SBIA
554
Sheaff Brock Investment Advisors
Indiana
$272K +$13.8K +200 +5%
NSEDCP
555
NJ State Employees Deferred Compensation Plan
New Jersey
$270K – – –
MAS
556
Meeder Advisory Services
Ohio
$270K -$5.84K -85 -2%
WA
557
Waverly Advisors
Alabama
$268K +$23K +335 +9%
PA
558
Parallel Advisors
California
$266K +$37.8K +550 +17%
SWP
559
Stratos Wealth Partners
Ohio
$263K -$22K -320 -8%
MG
560
Mather Group
Illinois
$260K +$90.4K +1,315 +53%
SL
561
Summitry LLC
California
$260K +$8.32K +121 +3%
WPC
562
Wedmont Private Capital
Pennsylvania
$258K +$258K +3,897 New
BCP
563
Blackhawk Capital Partners
Wisconsin
$255K -$41.5K -603 -14%
AWS
564
Atria Wealth Solutions
New York
$255K -$10.8K -157 -4%
Lido Advisors
565
Lido Advisors
California
$255K +$14.8K +213 +6%
SC
566
Syon Capital
California
$252K +$4.4K +64 +2%
Parallax Volatility Advisers
567
Parallax Volatility Advisers
California
$252K +$252K +3,660 New
OL
568
Optas LLC
Texas
$247K +$247K +3,598 New
Envestnet Portfolio Solutions
569
Envestnet Portfolio Solutions
Illinois
$247K -$182K -2,649 -42%
BCV
570
Banque Cantonale Vaudoise
Switzerland
$246K +$246K +3,574 New
PPWP
571
Premier Path Wealth Partners
New Jersey
$245K +$245K +3,570 New
CIS
572
Custom Index Systems
New York
$245K +$245K +3,562 New
PCG
573
Prosperity Consulting Group
Maryland
$244K +$2.41K +35 +1%
KRW
574
Kaufman Rossin Wealth
Florida
$241K +$241K +3,508 New
ASN
575
Advisory Services Network
Georgia
$241K +$241K +3,499 New
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