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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
CCA
551
Checchi Capital Advisers
California
$280K -$52K -796 -15%
LWAM
552
Legacy Wealth Asset Management
Minnesota
$274K +$10.3K +158 +4%
FTC
553
Farmers Trust Company
Ohio
$272K -$326 -5 -0.1%
FIA
554
Foundations Investment Advisors
Arizona
$272K +$3.79K +58 +1%
TNA
555
True North Advisors
Texas
$272K
CMMS
556
Comprehensive Money Management Services
Florida
$271K
AIP
557
Ameritas Investment Partners
Nebraska
$269K +$10.1K +155 +4%
Lido Advisors
558
Lido Advisors
California
$268K +$35.2K +539 +15%
CI
559
Cigna Investments
Connecticut
$268K +$3.4K +52 +1%
DWA
560
Dorsey Wright & Associates
California
$265K +$274K +4,190 New
IWM
561
IHT Wealth Management
Illinois
$264K -$12.8K -196 -4%
Brown Advisory
562
Brown Advisory
Maryland
$262K +$7.38K +113 +3%
SPIA
563
Steward Partners Investment Advisory
New York
$260K +$81.6K +1,250 +44%
DT
564
Diversified Trust
Tennessee
$259K -$8.75K -134 -3%
C
565
Certuity
Florida
$258K -$2.29K -35 -0.9%
CAS
566
Coppell Advisory Solutions
Texas
$255K +$44.1K +675 +20%
MAS
567
Meeder Advisory Services
Ohio
$255K +$7.05K +108 +3%
BOS
568
Bank of Stockton
California
$254K +$1.96K +30 +0.8%
SC
569
Syon Capital
California
$254K +$23.5K +360 +10%
WA
570
Waverly Advisors
Alabama
$254K +$8.62K +132 +3%
PS
571
Planned Solutions
California
$251K
WA
572
Wealth Alliance
New York
$250K -$9.21K -141 -3%
NSEDCP
573
NJ State Employees Deferred Compensation Plan
New Jersey
$248K
VEA
574
Virtus ETF Advisers
New York
$246K -$255K -3,900 -50%
KWM
575
Kingsview Wealth Management
Oregon
$245K -$193K -2,962 -43%

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.