796 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 750796 (+46)

10% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $48.8M

0.79% more ownership

Funds ownership: 97.78%98.57% (+0.79%)

Holders
796
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.5M
Puts
$48.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
726
Caldwell Sutter Capital
California
$8.53K
SO
727
Sierra Ocean
California
$8.05K
MSWA
728
Marshall & Sterling Wealth Advisors
New York
$8.04K
WT
729
Washington Trust
Rhode Island
$7.58K
GBT
730
Grove Bank & Trust
Florida
$7.36K
WA
731
WPG Advisers
Maryland
$7.29K
AWM
732
Activest Wealth Management
Florida
$7.08K
TFGT
733
TS Financial Group (TSFG)
Illinois
$7K
OAJ
734
Ogorek Anthony Joseph
New York
$7K
PSFG
735
Park Square Financial Group
Georgia
$6.88K
FDW
736
Fourth Dimension Wealth
Ohio
$6.88K
RTL
737
Red Tortoise LLC
Georgia
$6.88K
PMFA
738
Plante Moran Financial Advisors
Michigan
$6.83K
OP
739
ORG Partners
Indiana
$6.3K
PWMG
740
Private Wealth Management Group
New Jersey
$6.19K
SC
741
Stephens Consulting
Michigan
$6.19K
HNW
742
High Note Wealth
Minnesota
$5.98K
FFO
743
Fortitude Family Office
Arizona
$5.5K
TCOV
744
Trust Company of Vermont
Vermont
$5.43K
SL
745
Salomon & Ludwin
Virginia
$5.09K
AWM
746
Abound Wealth Management
Tennessee
$4.89K
AGWCA
747
Annis Gardner Whiting Capital Advisors
Florida
$4.4K
ACM
748
Anfield Capital Management
California
$4.4K
HWP
749
Highline Wealth Partners
California
$4.34K
S
750
Sachetta
Massachusetts
$4.33K