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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
BIA
751
Bell Investment Advisors
California
$3.85K
AAG
752
Armstrong Advisory Group
Massachusetts
$3.73K +$3.85K +59 New
MSWM
753
Mowery & Schoenfeld Wealth Management
Illinois
$3.63K
CIAS
754
CBIZ Investment Advisory Services
Ohio
$3.5K +$2.02K +31 +129%
GC
755
GFG Capital
Florida
$3.47K +$3.59K +55 New
FMP
756
Financial Management Professionals
Texas
$2.99K -$196 -3 -6%
HWP
757
Highline Wealth Partners
California
$2.92K -$1.11K -17 -27%
HWA
758
HHM Wealth Advisors
Tennessee
$2.9K
CFB
759
Cullen/Frost Bankers
Texas
$2.71K +$2.81K +43 New
WOC
760
West Oak Capital
California
$2.68K -$79K -1,210 -22%
Loomis, Sayles & Company
761
Loomis, Sayles & Company
Massachusetts
$2.34K +$2.42K +37 New
TFM
762
TFC Financial Management
Massachusetts
$2.27K
KG
763
Kilter Group
New York
$2.27K +$2.35K +36 New
AA
764
Ancora Advisors
Ohio
$2.27K +$2.35K +36 New
A
765
AlphaQuest
New York
$2.08K
CA
766
Centerpoint Advisors
Massachusetts
$2K
DF
767
Dunhill Financial
United Kingdom
$1.98K -$1.57K -24 -44%
TWD
768
True Wealth Design
Ohio
$1.64K -$457 -7 -21%
Kayne Anderson Rudnick Investment Management
769
Kayne Anderson Rudnick Investment Management
California
$1.64K +$718 +11 +73%
WA
770
Whipplewood Advisors
Colorado
$1.45K +$1.11K +17 +283%
CWP
771
Clark Wealth Partners
Illinois
$1.39K +$65 +1 +5%
TIM
772
Total Investment Management
Arizona
$1.33K +$1.37K +21 New
HWM
773
HighMark Wealth Management
Minnesota
$1.29K
FGC
774
Financial Gravity Companies
Texas
$1.26K +$1.31K +20 New
RPA
775
Redwood Park Advisors
California
$1.2K

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.