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
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
626
Bogart Wealth LLC
Virginia
$128K +$1.38K +20 +1%
AT
627
Avalon Trust
New Mexico
$124K +$124K +1,800 New
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$120K +$2.54K +37 +2%
PFBT
629
Parkside Financial Bank & Trust
Missouri
$111K +$9.15K +133 +9%
AAM
630
Advisors Asset Management
Colorado
$101K -$22.2K -323 -18%
TC
631
Truvestments Capital
Florida
$92.7K -$54.8K -797 -37%
QL
632
Quarry LP
New York
$90.3K +$13.7K +199 +18%
MWA
633
Moser Wealth Advisors
Washington
$89.7K
IBOK
634
Independence Bank of Kentucky
Kentucky
$89.3K
CH
635
Cromwell Holdings
Wyoming
$88.9K +$1.52K +22 +2%
CWC
636
Carolinas Wealth Consulting
North Carolina
$87.8K +$619 +9 +0.7%
BONH
637
Bank of New Hampshire
New Hampshire
$86K
SOW
638
State of Wyoming
Wyoming
$77.3K +$10.2K +149 +15%
RF
639
Roxbury Financial
New Jersey
$74.9K +$69 +1 +0.1%
GXJ
640
Global X Japan
Japan
$74.5K +$14.9K +216 +25%
SIM
641
Sentry Investment Management
Wisconsin
$74K -$22.1K -345 -23%
CA
642
Clearstead Advisors
Ohio
$72K +$55.8K +812 +346%
LAMC
643
Longview Asset Management (California)
California
$70.5K
AW
644
Avion Wealth
Texas
$69K
GWSG
645
GPS Wealth Strategies Group
Colorado
$68.9K +$3.99K +58 +6%
MAM
646
Morse Asset Management
Connecticut
$68.8K
LCM
647
Logan Capital Management
Pennsylvania
$68.8K
Lazard Asset Management
648
Lazard Asset Management
New York
$66K +$8.93K +131 +16%
WF
649
Wayfinding Financial
Washington
$66K +$66K +966 New
NS
650
NBC Securities
Alabama
$65K +$65K +952 New