VTR icon

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 %
ACM
826
Alethea Capital Management
Washington
– -$266K -4,515 Closed
WRM
827
Weybosset Research & Management
Rhode Island
– -$233K -3,950 Closed
GS
828
GTS Securities
New York
– -$230K -3,907 Closed
PI
829
PFG Investments
New York
– -$228K -3,869 Closed
MIM
830
Morningstar Investment Management
Illinois
– -$221K -3,751 Closed
AWM
831
Avior Wealth Management
Nebraska
– -$128K -2,169 Closed
AIP
832
Arrowpoint Investment Partners
Singapore
– -$126K -2,133 Closed
BC
833
Bayforest Capital
United Kingdom
– -$112K -1,909 Closed
LDB
834
Lee, Danner & Bass
Tennessee
– -$76.6K -1,300 Closed
HIIFS
835
Harel Insurance Investments & Financial Services
Israel
– -$67K -1,144 Closed
MFG
836
Mendota Financial Group
Wisconsin
– -$59.7K -1,013 Closed
PCWA
837
Pacific Capital Wealth Advisors
California
– -$45.1K -765 Closed
NWWA
838
New Wave Wealth Advisors
Arkansas
– -$41.2K -700 Closed
FFC
839
First Financial Corp
Indiana
– -$20.8K -353 Closed
EC
840
Elequin Capital
New York
– -$18.7K -318 Closed
CFGS
841
Concourse Financial Group Securities
Alabama
– -$15.5K -266 Closed
GPFA
842
Game Plan Financial Advisors
Ohio
– -$14.6K -250 Closed
VWM
843
Venturi Wealth Management
Texas
– -$13.7K -232 Closed
FLP
844
Financial Life Planners
Arizona
– -$7.03K -119 Closed
OC
845
Oarsman Capital
Wisconsin
– -$6.83K -116 Closed
DP
846
Denver PWM
Colorado
– -$6.16K -105 Closed
BF
847
BOK Financial
Oklahoma
– -$4.19K -73 Closed
RCM
848
Raleigh Capital Management
North Carolina
– -$4.06K -69 Closed
CFB
849
Cullen/Frost Bankers
Texas
– -$3.65K -62 Closed
CWM
850
CarsonAllaria Wealth Management
Illinois
– -$3.23K -54 Closed
31 32 33
34
35