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824 hedge funds and large institutions have $31.5B invested in Ventas in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 347 increasing their positions, 246 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $48M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 71

41% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 246

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

12% more capital invested

Capital invested by funds: $28.2B → $31.5B (+$3.32B)

3% more funds holding

Funds holding: 797824 (+27)

0.18% more ownership

Funds ownership: 98.94%99.13% (+0.18%)

Holders
824
Holders Change
+27
Holders Change %
+3.39%
% of All Funds
10.81%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
105
Increased
347
Reduced
246
Closed
71
Calls
$48M
Puts
$21.6M
Net Calls
+$26.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
576
Summitry LLC
California
$270K +$5.85K +87 +2%
C
577
Certuity
Florida
$270K -$14.8K -221 -5%
WS
578
Wedbush Securities
California
$266K +$255K +3,794 New
CPIG
579
Chicago Partners Investment Group
Illinois
$265K +$254K +3,783 New
AWM
580
Apollon Wealth Management
South Carolina
$265K +$254K +3,780 New
PFM
581
Patton Fund Management
Texas
$262K -$2.55M -37,962 -91%
JWA
582
JFS Wealth Advisors
Pennsylvania
$259K
Envestnet Portfolio Solutions
583
Envestnet Portfolio Solutions
Illinois
$257K -$11.8K -175 -5%
QIM
584
Quest Investment Management
Oregon
$253K +$134 +2 +0.1%
ASN
585
Advisory Services Network
Georgia
$253K -$1.14K -17 -0.5%
FAFN
586
First Affirmative Financial Network
Colorado
$253K +$29.8K +443 +14%
PCG
587
Prosperity Consulting Group
Maryland
$253K +$5.71K +85 +2%
CC
588
Corton Capital
Ontario, Canada
$250K +$240K +3,569 New
GAA
589
Global Assets Advisory
Florida
$246K +$236K +3,511 New
FFG
590
Fortem Financial Group
California
$241K +$232K +3,446 New
CAS
591
Coppell Advisory Solutions
Texas
$234K -$45K -669 -17%
GWAG
592
Garrett Wealth Advisory Group
Texas
$234K -$8.53K -127 -4%
MIM
593
Morningstar Investment Management
Illinois
$233K +$223K +3,326 New
SFS
594
Sowell Financial Services
Arkansas
$233K +$5.11K +76 +2%
HT
595
Headlands Technologies
Illinois
$233K +$222K +3,309 +20,681%
GJWM
596
Gilliland Jeter Wealth Management
Arkansas
$233K
NI
597
Natural Investments
California
$232K +$6.58K +98 +3%
HWA
598
Hilltop Wealth Advisors
North Carolina
$230K +$2.42K +36 +1%
LF
599
LifePlan Financial
Minnesota
$229K -$277K -4,125 -56%
KWM
600
Kingsview Wealth Management
Oregon
$229K -$40.8K -607 -16%

VTR Hedge Fund Activity: Q3 2025 in Review

824 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2025, worth a combined $31.5B — up 12% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VTR positions and 71 closed out — a net gain of 34 holders — while 347 added to existing stakes and 246 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $377M.

  • 824 institutional investors held Ventas (VTR) as of Q3 2025, up from 797 in Q2 2025.
  • Funds reported $31.5B of Ventas stock for Q3 2025, up 12% quarter-over-quarter.
  • 105 funds opened new Ventas positions in Q3 2025 and 71 closed out, a net change of +34 holders.
  • The largest Ventas buyer in Q3 2025 was Fidelity Investments, an estimated $196M added.
  • The largest Ventas seller in Q3 2025 was UBS AM, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2025.