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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
SAM
626
Smartleaf Asset Management
Massachusetts
$99.6K -$85.7K -1,312 -45%
MCM
627
Manchester Capital Management
Vermont
$94.5K +$40K +613 +69%
GXJ
628
Global X Japan
Japan
$91K +$23.3K +357 +33%
TCOT
629
Trust Company of Toledo
Ohio
$86.3K +$89.2K +1,367 New
SWM
630
Spire Wealth Management
Virginia
$84.4K -$95.6K -1,465 -52%
MSE
631
MUFG Securities EMEA
United Kingdom
$84.2K +$87.1K +1,334 New
TC
632
Truvestments Capital
Florida
$83.6K -$1.63K -25 -2%
GWM
633
Geneos Wealth Management
Colorado
$83.5K -$75K -1,149 -46%
MWA
634
Moser Wealth Advisors
Washington
$82.4K
IBOK
635
Independence Bank of Kentucky
Kentucky
$82K
CH
636
Cromwell Holdings
Wyoming
$81.1K -$588 -9 -0.7%
AAM
637
Advisors Asset Management
Colorado
$80.2K -$12.9K -197 -13%
BONH
638
Bank of New Hampshire
New Hampshire
$78.9K
CIAM
639
Caitong International Asset Management
Hong Kong
$78.3K +$80.4K +1,231 +13,678%
AW
640
Avion Wealth
Texas
$77K +$2.94K +45 +4%
HCA
641
Harbor Capital Advisors
Illinois
$75K +$24.8K +380 +47%
WOSD
642
WFA of San Diego
California
$73.3K +$75.7K +1,160 New
SIM
643
Sentry Investment Management
Wisconsin
$73K
RF
644
Roxbury Financial
New Jersey
$68.4K
OL
645
OneFund LLC
Florida
$67K +$68.9K +1,056 New
LAMC
646
Longview Asset Management (California)
California
$64.8K
GWSG
647
GPS Wealth Strategies Group
Colorado
$63.9K +$653 +10 +1%
MAM
648
Morse Asset Management
Connecticut
$63.1K
IA
649
IFP Advisors
Florida
$61.5K +$24.2K +370 +61%
NS
650
NBC Securities
Alabama
$61K +$1.7K +26 +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.