We are live on ! Find out more

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
FC
601
Franchise Capital
Cayman Islands
$200K +$176K +2,702 +575%
FAFN
602
First Affirmative Financial Network
Colorado
$200K +$9.73K +149 +5%
EB
603
Eastern Bank
Massachusetts
$196K -$13.1K -200 -6%
FDP
604
Financiere des Professionnels
Quebec, Canada
$196K +$203K +3,105 New
UB
605
UMB Bank
Missouri
$168K -$25.3K -387 -13%
API
606
Asset Planning Inc
California
$165K +$979 +15 +0.6%
DSC
607
Duncker Streett & Co
Missouri
$162K
AC
608
AlphaCore Capital
California
$161K +$167K +2,562 New
BIG
609
Brooklyn Investment Group
New York
$148K +$25.4K +389 +20%
WAM
610
Wolverine Asset Management
Illinois
$139K
HNB
611
Huntington National Bank
Ohio
$136K -$9.86K -151 -7%
QL
612
Quarry LP
New York
$136K +$54.7K +838 +64%
CT
613
Caldwell Trust
Florida
$134K
HDIM
614
Hanson & Doremus Investment Management
Vermont
$133K -$2.02K -31 -1%
TFIPS
615
Towarzystwo Funduszy Inwestycyjnych PZU SA
$128K
TF
616
Tompkins Financial
New York
$126K
HI
617
Harbour Investments
Wisconsin
$120K +$1.18K +18 +1%
BWL
618
Bogart Wealth LLC
Virginia
$118K +$849 +13 +0.7%
PIM
619
Plato Investment Management
Australia
$118K
M
620
MOTCO
Texas
$117K -$10.9K -167 -9%
CA
621
CoreCap Advisors
Michigan
$117K -$25.8K -395 -18%
GRP
622
Global Retirement Partners
California
$110K +$114K +1,748 New
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$110K -$65 -1 -0.1%
NA
624
NewEdge Advisors
Louisiana
$107K -$407K -6,237 -79%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$103K +$1.44K +22 +1%

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.