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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 %
GWAG
576
Garrett Wealth Advisory Group
Texas
$237K -$25.6K -372 -10%
CAS
577
Coppell Advisory Solutions
Texas
$234K -$37.4K -541 -14%
GAA
578
Global Assets Advisory
Florida
$232K +$232K +3,601 New
PCIA
579
Prime Capital Investment Advisors
Kansas
$229K +$229K +3,337 New
CP
580
Camelot Portfolios
Ohio
$229K +$229K +3,330 New
GJWM
581
Gilliland Jeter Wealth Management
Arkansas
$229K +$229K +3,323 New
EB
582
Eastern Bank
Massachusetts
$227K – – –
CGL
583
Clarius Group LLC
Washington
$227K +$227K +3,308 New
SF
584
Summit Financial
New Jersey
$226K +$226K +3,291 New
Group One Trading
585
Group One Trading
Illinois
$226K +$226K +3,285 New
WC
586
Waterloo Capital
Texas
$225K +$225K +3,274 New
HWA
587
Hilltop Wealth Advisors
North Carolina
$225K -$117K -1,700 -34%
CI
588
CX Institutional
Indiana
$224K +$224K +3,257 New
FT
589
Fiduciary Trust
Massachusetts
$223K +$223K +3,240 New
CWM
590
Congress Wealth Management
Massachusetts
$220K +$220K +3,200 New
LAM
591
Longboard Asset Management
Arizona
$218K +$218K +3,165 New
SF
592
Synovus Financial
Georgia
$217K +$217K +3,163 New
IA
593
IFG Advisory
Georgia
$217K +$217K +3,157 New
SFS
594
Sowell Financial Services
Arkansas
$215K +$215K +3,130 New
SWP
595
Sagespring Wealth Partners
Tennessee
$214K +$214K +3,114 New
NI
596
Natural Investments
California
$213K +$213K +3,111 New
AF
597
Allworth Financial
California
$212K +$20.2K +295 +10%
UB
598
UMB Bank
Missouri
$210K +$32.9K +478 +19%
IAIM
599
International Assets Investment Management
Florida
$208K +$208K +3,024 New
FAFN
600
First Affirmative Financial Network
Colorado
$208K +$208K +3,020 New
22 23
24
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