We are live on ! Find out more

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
CS
826
Capital Square
Tennessee
-$302K -4,392 Closed
GLA
827
Great Lakes Advisors
Illinois
-$298K -4,331 Closed
PA
828
PharVision Advisers
Florida
-$283K -4,111 Closed
NRD
829
Nebula Research & Development
New York
-$273K -3,967 Closed
IA
830
Integrity Alliance
Iowa
-$273K -3,964 Closed
AWS
831
Atria Wealth Solutions
New York
-$255K -3,707 Closed
Parallax Volatility Advisers
832
Parallax Volatility Advisers
California
-$252K -3,660 Closed
GAA
833
Global Assets Advisory
Florida
-$232K -3,601 Closed
OL
834
Optas LLC
Texas
-$247K -3,598 Closed
CIS
835
Custom Index Systems
New York
-$245K -3,562 Closed
KRW
836
Kaufman Rossin Wealth
Florida
-$241K -3,508 Closed
PCIA
837
Prime Capital Investment Advisors
Kansas
-$229K -3,337 Closed
CGL
838
Clarius Group LLC
Washington
-$227K -3,308 Closed
SF
839
Summit Financial
New Jersey
-$226K -3,291 Closed
WC
840
Waterloo Capital
Texas
-$225K -3,274 Closed
FT
841
Fiduciary Trust
Massachusetts
-$223K -3,240 Closed
LAM
842
Longboard Asset Management
Arizona
-$218K -3,165 Closed
SF
843
Synovus Financial
Georgia
-$217K -3,163 Closed
IA
844
IFG Advisory
Georgia
-$217K -3,157 Closed
SWP
845
Sagespring Wealth Partners
Tennessee
-$214K -3,114 Closed
IAIM
846
International Assets Investment Management
Florida
-$208K -3,024 Closed
WS
847
Wedbush Securities
California
-$206K -2,992 Closed
SCA
848
Snowden Capital Advisors
New York
-$203K -2,937 Closed
GCM
849
Greenland Capital Management
New York
-$201K -2,930 Closed
AT
850
Avalon Trust
New Mexico
-$124K -1,800 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.