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Ventas
VTR

824 hedge funds and large institutions have $31.5B invested in Ventas in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 347 increasing their positions, 246 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $48M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 71

41% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 246

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

12% more capital invested

Capital invested by funds: $28.2B → $31.5B (+$3.32B)

3% more funds holding

Funds holding: 797 → 824 (+27)

0.18% more ownership

Funds ownership: 98.94% → 99.13% (+0.18%)

Holders
824
Holders Change
+27
Holders Change %
+3.39%
% of All Funds
10.82%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.22%
New
105
Increased
347
Reduced
246
Closed
71
Calls
$48M
Puts
$21.6M
Net Calls
+$26.3M
Net Calls Change
+$14.5M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
2
UBS Group
UBS Group
Switzerland
+$138M
3
Citadel Advisors
Citadel Advisors
Florida
+$133M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$121M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$118M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$377M
2
Citigroup
Citigroup
New York
-$114M
3
RIM
Rush Island Management
New York
-$54.2M
4
ACM
AEW Capital Management
Massachusetts
-$44.5M
5
GA
GRS Advisors
Illinois
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
SouthState Corp
Florida
$3.15K -$4.91K -73 -62%
TFA
777
Transamerica Financial Advisors
Florida
$3.1K +$2.96K +44 New
CFB
778
Cullen/Frost Bankers
Texas
$3.03K – – –
CA
779
Centerpoint Advisors
Massachusetts
$3K – – –
WOC
780
West Oak Capital
California
$2.93K -$3.7K -55 -1%
CPG
781
Cornerstone Planning Group
New Jersey
$2.83K -$538 -8 -9%
GA
782
Guerra Advisors
Florida
$2.66K +$2.55K +38 New
AA
783
Ancora Advisors
Ohio
$2.52K – – –
KG
784
Kilter Group
New York
$2.52K – – –
TFM
785
TFC Financial Management
Massachusetts
$2.52K – – –
TIM
786
Tortoise Investment Management
New York
$2.38K +$2.02K +30 +750%
DF
787
Dunhill Financial
United Kingdom
$2.21K +$67 +1 +3%
CIAS
788
CBIZ Investment Advisory Services
Ohio
$2.19K -$1.61K -24 -44%
AUB
789
Atlantic Union Bankshares
Virginia
$2.1K +$2.02K +30 New
BFS
790
Bare Financial Services
Pennsylvania
$1.89K +$1.81K +27 New
Kayne Anderson Rudnick Investment Management
791
Kayne Anderson Rudnick Investment Management
California
$1.82K – – –
HWM
792
HighMark Wealth Management
Minnesota
$1.43K – – –
FGAM
793
Financial Gravity Asset Management
Texas
$1.4K +$1.34K +20 New
JSAM
794
J. Safra Asset Management
New York
$1.4K +$1.34K +20 New
RPA
795
Redwood Park Advisors
California
$1.33K – – –
PWA
796
Principia Wealth Advisory
Texas
$1.33K +$134 +2 +12%
CT
797
Colonial Trust
South Carolina
$1.33K +$202 +3 +19%
SFCL
798
Strengthening Families & Communities LLC
Massachusetts
$1.26K – – –
FNWA
799
Financial Network Wealth Advisors
Utah
$1.19K – – –
HFS
800
Hughes Financial Services
Virginia
$1.14K – – –
30 31
32
33 34

VTR Hedge Fund Activity: Q3 2025 in Review

824 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2025, worth a combined $31.5B — up 12% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VTR positions and 71 closed out — a net gain of 34 holders — while 347 added to existing stakes and 246 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $377M.

  • 824 institutional investors held Ventas (VTR) as of Q3 2025, up from 797 in Q2 2025.
  • Funds reported $31.5B of Ventas stock for Q3 2025, up 12% quarter-over-quarter.
  • 105 funds opened new Ventas positions in Q3 2025 and 71 closed out, a net change of +34 holders.
  • The largest Ventas buyer in Q3 2025 was Fidelity Investments, an estimated $196M added.
  • The largest Ventas seller in Q3 2025 was UBS AM, an estimated $377M sold.

Based on aggregated 13F filings for Q3 2025.