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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 %
CT
776
Colonial Trust
South Carolina
$1.03K -$16.2K -235 -94%
Kayne Anderson Rudnick Investment Management
777
Kayne Anderson Rudnick Investment Management
California
$1.03K -$1.58K -23 -61%
HWM
778
Hemington Wealth Management
Virginia
$1K -$211 -4 -17%
BFS
779
Burkett Financial Services
South Carolina
$970 +$970 +14 New
PWA
780
Physician Wealth Advisors
Utah
$757 – – –
ADL
781
Asset Dedication LLC
California
$757 +$757 +11 New
SFCL
782
Strengthening Families & Communities LLC
Massachusetts
$756 – – –
NL
783
NVWM LLC
Pennsylvania
$688 – – –
OCM
784
Osterweis Capital Management
California
$688 +$688 +10 New
CIAM
785
Caitong International Asset Management
Hong Kong
$619 -$24.6K -357 -98%
AP
786
Aspect Partners
Virginia
$619 – – –
WW
787
Winnow Wealth
Texas
$614 +$205 +3 +50%
ECM
788
Estabrook Capital Management
New York
$481 – – –
VWA
789
Valued Wealth Advisors
Utah
$416 – – –
HHGA
790
Halbert Hargrove Global Advisors
California
$413 +$413 +6 New
BMC
791
Bear Mountain Capital
Washington
$353 +$353 +5 New
SFG
792
Stonebridge Financial Group
Pennsylvania
$344 +$344 +5 New
ACA
793
American Capital Advisory
Idaho
$207 +$207 +3 New
GA
794
GoalVest Advisory
New York
$206 +$206 +3 New
WBC
795
West Branch Capital
Massachusetts
$69 – – –
Norges Bank
796
Norges Bank
Norway
– -$340M -5,778,273 Closed
SFM
797
Soros Fund Management
New York
– -$32.4M -550,000 Closed
N
798
Natixis
France
– -$18.1M -306,727 Closed
BC
799
Brookfield Corp
Ontario, Canada
– -$17.5M -297,997 Closed
Tudor Investment Corp
800
Tudor Investment Corp
Connecticut
– -$10.6M -179,801 Closed
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