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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
ZBNA
726
Zions Bancorporation, National Association
Utah
$6.82K -$32.2K -493 -82%
WA
727
WPG Advisers
Maryland
$6.69K
PSFG
728
Park Square Financial Group
Georgia
$6.32K
RTL
729
Red Tortoise LLC
Georgia
$6.32K
FDW
730
Fourth Dimension Wealth
Ohio
$6.31K
PMFA
731
Plante Moran Financial Advisors
Michigan
$6.27K
CPG
732
Cornerstone Planning Group
New Jersey
$6.03K -$2.94K -45 -34%
AWM
733
Activest Wealth Management
Florida
$5.94K -$588 -9 -9%
HHMI
734
Howard Hughes Medical Institute
Maryland
$5.94K +$6.14K +94 New
PWMG
735
Private Wealth Management Group
New Jersey
$5.68K
DWM
736
Dogwood Wealth Management
Kansas
$5.52K +$3.92K +60 +214%
HNW
737
High Note Wealth
Minnesota
$5.49K
SC
738
Solstein Capital
California
$5.24K +$5.42K +83 New
S
739
Sachetta
Massachusetts
$5.18K +$1.24K +19 +30%
OAJ
740
Ogorek Anthony Joseph
New York
$5K -$1.44K -22 -21%
FFO
741
Fortitude Family Office
Arizona
$4.99K -$65 -1 -1%
TCOV
742
Trust Company of Vermont
Vermont
$4.99K
AF
743
Advisornet Financial
Minnesota
$4.86K -$9.99K -153 -67%
SL
744
Salomon & Ludwin
Virginia
$4.66K
TFG
745
Team Financial Group
California
$4.54K +$4.7K +72 New
AWM
746
Abound Wealth Management
Tennessee
$4.49K
TSMHT
747
Thurston Springer Miller Herd & Titak
Indiana
$4.23K +$1.96K +30 +81%
ACM
748
Anfield Capital Management
California
$4.04K
AGWCA
749
Annis Gardner Whiting Capital Advisors
Florida
$4.04K
Q1WB
750
Quest 10 Wealth Builders
Virginia
$3.93K

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.