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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
ASN
576
Advisory Services Network
Georgia
$244K +$8.68K +133 +4%
EP
577
Essential Partners
California
$243K +$251K +3,849 New
Envestnet Portfolio Solutions
578
Envestnet Portfolio Solutions
Illinois
$243K +$16.8K +258 +7%
MPM
579
MBB Public Markets
Illinois
$242K -$56K -857 -18%
PA
580
Parallel Advisors
California
$240K -$4.57K -70 -2%
BCP
581
Blackhawk Capital Partners
Wisconsin
$239K +$4.9K +75 +2%
SL
582
Summitry LLC
California
$238K -$326 -5 -0.1%
CCP
583
Carmel Capital Partners
California
$238K -$267K -4,091 -52%
JWA
584
JFS Wealth Advisors
Pennsylvania
$234K +$78.3K +1,200 +48%
QIM
585
Quest Investment Management
Oregon
$228K +$236K +3,613 New
PPWP
586
Premier Path Wealth Partners
New Jersey
$224K -$1.63K -25 -0.7%
PCG
587
Prosperity Consulting Group
Maryland
$222K -$1.63K -25 -0.7%
GWAG
588
Garrett Wealth Advisory Group
Texas
$219K +$1.57K +24 +0.7%
KCM
589
Kathmere Capital Management
Pennsylvania
$219K -$54.8K -839 -20%
NP
590
Nilsine Partners
Colorado
$218K +$225K +3,451 New
CFSG
591
Community Financial Services Group
Vermont
$210K -$102K -1,562 -32%
GJWM
592
Gilliland Jeter Wealth Management
Arkansas
$210K
EWA
593
EverSource Wealth Advisors
Alabama
$206K +$41.7K +638 +24%
HWA
594
Hilltop Wealth Advisors
North Carolina
$205K -$1.18K -18 -0.6%
SFS
595
Sowell Financial Services
Arkansas
$205K +$7.9K +121 +4%
CI
596
CX Institutional
Indiana
$205K -$588 -9 -0.3%
CP
597
Camelot Portfolios
Ohio
$203K -$7.12K -109 -3%
NI
598
Natural Investments
California
$203K +$6.92K +106 +3%
TCWA
599
Turtle Creek Wealth Advisors
Texas
$201K +$208K +3,190 New
Group One Trading
600
Group One Trading
Illinois
$201K -$6.59K -101 -3%

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.