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Ventas
VTR

806 hedge funds and large institutions have $30.1B invested in Ventas in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 331 increasing their positions, 239 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

38% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 239

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

19% more capital invested

Capital invested by funds: $25.3B → $30.1B (+$4.82B)

6% more funds holding

Funds holding: 758 → 806 (+48)

2% more ownership

Funds ownership: 97.99% → 99.99% (+2%)

10% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $48.8M

Holders
806
Holders Change
+48
Holders Change %
+6.33%
% of All Funds
10.81%
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
331
Reduced
239
Closed
65
Calls
$53.5M
Puts
$48.8M
Net Calls
+$4.73M
Net Calls Change
+$2.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$167M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$156M
4
Cohen & Steers
Cohen & Steers
New York
+$126M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$115M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$158M
2
Principal Financial Group
Principal Financial Group
Iowa
-$139M
3
Marshall Wace
Marshall Wace
United Kingdom
-$89.1M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.3M
5
ZP
Zimmer Partners
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capstone Investment Advisors
826
Capstone Investment Advisors
New York
– -$586K -9,184 Closed
VIA
827
Virtus Investment Advisers
Connecticut
– -$459K -7,800 Closed
GI
828
GAMCO Investors
Connecticut
– -$413K -7,021 Closed
CCG
829
Cypress Capital Group
Florida
– -$395K -6,714 Closed
KI
830
Kapitalo Investimentos
Brazil
– -$380K -6,459 Closed
WC
831
Wexford Capital
Florida
– -$353K -6,000 Closed
AI
832
Atom Investors
Texas
– -$344K -5,844 Closed
BFG
833
Bleakley Financial Group
New Jersey
– -$339K -5,759 Closed
FC
834
Farringdon Capital
United Kingdom
– -$323K -5,486 Closed
CC
835
Corton Capital
Ontario, Canada
– -$308K -5,229 Closed
ACM
836
Alethea Capital Management
Washington
– -$266K -4,515 Closed
WRM
837
Weybosset Research & Management
Rhode Island
– -$233K -3,950 Closed
SC
838
Savant Capital
Illinois
– -$232K -3,937 Closed
GS
839
GTS Securities
New York
– -$230K -3,907 Closed
PI
840
PFG Investments
New York
– -$228K -3,869 Closed
MIM
841
Morningstar Investment Management
Illinois
– -$221K -3,751 Closed
AWM
842
Avior Wealth Management
Nebraska
– -$128K -2,169 Closed
AIP
843
Arrowpoint Investment Partners
Singapore
– -$126K -2,133 Closed
BC
844
Bayforest Capital
United Kingdom
– -$112K -1,909 Closed
LDB
845
Lee, Danner & Bass
Tennessee
– -$76.6K -1,300 Closed
HIIFS
846
Harel Insurance Investments & Financial Services
Israel
– -$67K -1,144 Closed
MFG
847
Mendota Financial Group
Wisconsin
– -$59.7K -1,013 Closed
PCWA
848
Pacific Capital Wealth Advisors
California
– -$45.1K -765 Closed
NWWA
849
New Wave Wealth Advisors
Arkansas
– -$41.2K -700 Closed
FFC
850
First Financial Corp
Indiana
– -$20.8K -353 Closed
31 32 33
34
35

VTR Hedge Fund Activity: Q1 2025 in Review

806 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q1 2025, worth a combined $30.1B — up 19% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VTR positions and 65 closed out — a net gain of 61 holders — while 331 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Balyasny Asset Management, cutting an estimated $158M.

  • 806 institutional investors held Ventas (VTR) as of Q1 2025, up from 758 in Q4 2024.
  • Funds reported $30.1B of Ventas stock for Q1 2025, up 19% quarter-over-quarter.
  • 126 funds opened new Ventas positions in Q1 2025 and 65 closed out, a net change of +61 holders.
  • The largest Ventas buyer in Q1 2025 was BlackRock, an estimated $175M added.
  • The largest Ventas seller in Q1 2025 was Balyasny Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.