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Ventas
VTR

806 hedge funds and large institutions have $30.1B invested in Ventas in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 331 increasing their positions, 239 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

38% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 239

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

19% more capital invested

Capital invested by funds: $25.3B → $30.1B (+$4.82B)

6% more funds holding

Funds holding: 758 → 806 (+48)

2% more ownership

Funds ownership: 97.99% → 99.99% (+2%)

10% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $48.8M

Holders
806
Holders Change
+48
Holders Change %
+6.33%
% of All Funds
10.81%
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
331
Reduced
239
Closed
65
Calls
$53.5M
Puts
$48.8M
Net Calls
+$4.73M
Net Calls Change
+$2.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$167M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$156M
4
Cohen & Steers
Cohen & Steers
New York
+$126M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$115M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$158M
2
Principal Financial Group
Principal Financial Group
Iowa
-$139M
3
Marshall Wace
Marshall Wace
United Kingdom
-$89.1M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.3M
5
ZP
Zimmer Partners
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
576
Banque Cantonale Vaudoise
Switzerland
$246K +$228K +3,574 New
PPWP
577
Premier Path Wealth Partners
New Jersey
$245K +$228K +3,570 New
CIS
578
Custom Index Systems
New York
$245K +$227K +3,562 New
PCG
579
Prosperity Consulting Group
Maryland
$244K +$2.23K +35 +1%
KRW
580
Kaufman Rossin Wealth
Florida
$241K +$224K +3,508 New
ASN
581
Advisory Services Network
Georgia
$241K +$223K +3,499 New
GWAG
582
Garrett Wealth Advisory Group
Texas
$237K -$23.8K -372 -10%
CAS
583
Coppell Advisory Solutions
Texas
$234K -$34.5K -541 -14%
GAA
584
Global Assets Advisory
Florida
$232K +$230K +3,601 New
PCIA
585
Prime Capital Investment Advisors
Kansas
$229K +$213K +3,337 New
CP
586
Camelot Portfolios
Ohio
$229K +$213K +3,330 New
GJWM
587
Gilliland Jeter Wealth Management
Arkansas
$229K +$212K +3,323 New
EB
588
Eastern Bank
Massachusetts
$227K – – –
CGL
589
Clarius Group LLC
Washington
$227K +$211K +3,308 New
SF
590
Summit Financial
New Jersey
$226K +$210K +3,291 New
Group One Trading
591
Group One Trading
Illinois
$226K +$210K +3,285 New
WC
592
Waterloo Capital
Texas
$225K +$209K +3,274 New
HWA
593
Hilltop Wealth Advisors
North Carolina
$225K -$109K -1,700 -34%
CI
594
CX Institutional
Indiana
$224K +$208K +3,257 New
FT
595
Fiduciary Trust
Massachusetts
$223K +$207K +3,240 New
CWM
596
Congress Wealth Management
Massachusetts
$220K +$204K +3,200 New
LAM
597
Longboard Asset Management
Arizona
$218K +$202K +3,165 New
SF
598
Synovus Financial
Georgia
$217K +$202K +3,163 New
IA
599
IFG Advisory
Georgia
$217K +$202K +3,157 New
SFS
600
Sowell Financial Services
Arkansas
$215K +$200K +3,130 New
22 23
24
25 26

VTR Hedge Fund Activity: Q1 2025 in Review

806 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q1 2025, worth a combined $30.1B — up 19% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VTR positions and 65 closed out — a net gain of 61 holders — while 331 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Balyasny Asset Management, cutting an estimated $158M.

  • 806 institutional investors held Ventas (VTR) as of Q1 2025, up from 758 in Q4 2024.
  • Funds reported $30.1B of Ventas stock for Q1 2025, up 19% quarter-over-quarter.
  • 126 funds opened new Ventas positions in Q1 2025 and 65 closed out, a net change of +61 holders.
  • The largest Ventas buyer in Q1 2025 was BlackRock, an estimated $175M added.
  • The largest Ventas seller in Q1 2025 was Balyasny Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.