785 hedge funds and large institutions have $28.1B invested in Ventas in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-11
Holders Change %
-1.38%
% of All Funds
10.53%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
80
Increased
330
Reduced
264
Closed
76
Calls
$41.3M
Puts
$29.6M
Net Calls
+$11.8M
Net Calls Change
+$7.04M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
726
Dogwood Wealth Management
Kansas
$5.52K +$3.77K +60 +214%
HNW
727
High Note Wealth
Minnesota
$5.49K
SC
728
Solstein Capital
California
$5.24K +$5.24K +83 New
S
729
Sachetta
Massachusetts
$5.19K +$1.2K +19 +30%
OAJ
730
Ogorek Anthony Joseph
New York
$5K -$1.36K -22 -21%
FFO
731
Fortitude Family Office
Arizona
$4.99K -$63 -1 -1%
TCOV
732
Trust Company of Vermont
Vermont
$4.99K
AF
733
Advisornet Financial
Minnesota
$4.86K -$9.66K -153 -67%
SL
734
Salomon & Ludwin
Virginia
$4.66K
TFG
735
Team Financial Group
California
$4.54K +$4.54K +72 New
AWM
736
Abound Wealth Management
Tennessee
$4.49K
TSMHT
737
Thurston Springer Miller Herd & Titak
Indiana
$4.23K +$1.89K +30 +81%
AGWCA
738
Annis Gardner Whiting Capital Advisors
Florida
$4.04K
ACM
739
Anfield Capital Management
California
$4.04K
BIA
740
Bell Investment Advisors
California
$3.85K
AAG
741
Armstrong Advisory Group
Massachusetts
$3.73K +$3.73K +59 New
MSWM
742
Mowery & Schoenfeld Wealth Management
Illinois
$3.63K
CIAS
743
CBIZ Investment Advisory Services
Ohio
$3.5K +$1.97K +31 +129%
GC
744
GFG Capital
Florida
$3.47K +$3.47K +55 New
FMP
745
Financial Management Professionals
Texas
$2.99K -$191 -3 -6%
HWP
746
Highline Wealth Partners
California
$2.92K -$1.08K -17 -27%
HWA
747
HHM Wealth Advisors
Tennessee
$2.91K
CFB
748
Cullen/Frost Bankers
Texas
$2.72K +$2.72K +43 New
WOC
749
West Oak Capital
California
$2.68K -$764 -1,210 -22%
Loomis, Sayles & Company
750
Loomis, Sayles & Company
Massachusetts
$2.34K +$2.34K +37 New