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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
SFCL
776
Strengthening Families & Communities LLC
Massachusetts
$1.14K +$457 +7 +64%
PWA
777
Principia Wealth Advisory
Texas
$1.07K -$131 -2 -11%
FNWA
778
Financial Network Wealth Advisors
Utah
$1.07K
HFS
779
Hughes Financial Services
Virginia
$1.03K -$1.37K -21 -58%
SC
780
Stephens Consulting
Michigan
$1.01K -$4.83K -74 -82%
CT
781
Colonial Trust
South Carolina
$1.01K +$65 +1 +7%
HT
782
Headlands Technologies
Illinois
$1.01K +$1.04K +16 New
LFA
783
LGT Financial Advisors
Texas
$1.01K +$1.04K +16 New
HWM
784
Hemington Wealth Management
Virginia
$1K
WCM
785
WealthTrak Capital Management
Virginia
$948 -$326 -5 -25%
BFS
786
Burkett Financial Services
South Carolina
$897
ADL
787
Asset Dedication LLC
California
$695
PWA
788
Physician Wealth Advisors
Utah
$695
ACA
789
American Capital Advisory
Idaho
$695 +$522 +8 +267%
NL
790
NVWM LLC
Pennsylvania
$632
AP
791
Aspect Partners
Virginia
$568
ECM
792
Estabrook Capital Management
New York
$442
VWA
793
Valued Wealth Advisors
Utah
$382
IAS
794
IMA Advisory Services
Colorado
$318 +$326 +5 New
QWM
795
Quaker Wealth Management
New Jersey
$253 +$261 +4 New
TIM
796
Tortoise Investment Management
New York
$253 +$261 +4 New
DF
797
DecisionPoint Financial
Arizona
$189 +$196 +3 New
WCP
798
Waterfront Capital Partners
New York
-$28.5M -414,157 Closed
MMA
799
Mizuho Markets Americas
New York
-$27.5M -400,000 Closed
LIP
800
Landmark Investment Partners
Florida
-$21.1M -323,596 Closed

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.