VTR icon

Ventas
VTR

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$189M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$180M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$168M
4
Cohen & Steers
Cohen & Steers
New York
+$136M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$124M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$170M
2
Principal Financial Group
Principal Financial Group
Iowa
-$150M
3
Marshall Wace
Marshall Wace
United Kingdom
-$95.9M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$71.5M
5
ZP
Zimmer Partners
New York
-$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
751
Bell Investment Advisors
California
$4.2K – – –
MSWM
752
Mowery & Schoenfeld Wealth Management
Illinois
$3.95K -$554 -8 -12%
DF
753
Dunhill Financial
United Kingdom
$3.77K -$1.3K -19 -26%
WOC
754
West Oak Capital
California
$3.75K +$34 +50 +0.9%
FMP
755
Financial Management Professionals
Texas
$3.44K +$1.44K +21 +72%
HWA
756
HHM Wealth Advisors
Tennessee
$3.16K – – –
CA
757
Centerpoint Advisors
Massachusetts
$3K – – –
TSMHT
758
Thurston Springer Miller Herd & Titak
Indiana
$2.54K +$893 +13 +54%
HFS
759
Hughes Financial Services
Virginia
$2.49K +$2.49K +36 New
TFM
760
TFC Financial Management
Massachusetts
$2.48K – – –
TWD
761
True Wealth Design
Ohio
$2.27K +$2.27K +33 New
A
762
AlphaQuest
New York
$2.27K -$6.67K -97 -75%
DWM
763
Dogwood Wealth Management
Kansas
$1.93K +$1.93K +28 New
CA
764
Continuum Advisory
Idaho
$1.86K -$69 -1 -4%
CIAS
765
CBIZ Investment Advisory Services
Ohio
$1.66K – – –
WA
766
Whipplewood Advisors
Colorado
$1.58K -$83K -315 -98%
HWM
767
HighMark Wealth Management
Minnesota
$1.41K – – –
WCM
768
WealthTrak Capital Management
Virginia
$1.38K +$688 +10 +100%
FGAM
769
Financial Gravity Asset Management
Texas
$1.38K +$1.38K +20 New
RPA
770
Redwood Park Advisors
California
$1.31K – – –
PWA
771
Principia Wealth Advisory
Texas
$1.25K +$590 +9 +90%
RWM
772
Rialto Wealth Management
New York
$1.24K +$1.24K +18 New
GP
773
Greenline Partners
New York
$1.24K +$1.24K +18 New
FNWA
774
Financial Network Wealth Advisors
Utah
$1.17K +$1.17K +17 New
UFF
775
USA Financial Formulas
Michigan
$1.1K -$1.38M -20,060 -100%
29 30
31
32 33