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
MWA
851
Medallion Wealth Advisors
Connecticut
-$107K -1,550 Closed
CWC
852
Carolinas Wealth Consulting
North Carolina
-$87.8K -1,276 Closed
SOW
853
State of Wyoming
Wyoming
-$77.3K -1,124 Closed
LCM
854
Logan Capital Management
Pennsylvania
-$68.8K -1,000 Closed
WF
855
Wayfinding Financial
Washington
-$66K -966 Closed
GIA
856
GHP Investment Advisors
Colorado
-$27K -392 Closed
WAG
857
Wiser Advisor Group
Arizona
-$26.1K -379 Closed
CCM
858
Cloud Capital Management
Washington
-$25K -364 Closed
QC
859
Quent Capital
New York
-$18.9K -275 Closed
OIA
860
Optimum Investment Advisors
Illinois
-$18.6K -271 Closed
WPA
861
West Paces Advisors
Georgia
-$18.1K -263 Closed
VWM
862
Valley Wealth Managers
New Jersey
-$15.1K -220 Closed
SCB
863
Saudi Central Bank
Saudi Arabia
-$11.3K -165 Closed
WT
864
Washington Trust
Rhode Island
-$7.58K -110 Closed
CA
865
Continuum Advisory
Idaho
-$1.86K -27 Closed
GP
866
Greenline Partners
New York
-$1.24K -18 Closed
RWM
867
Rialto Wealth Management
New York
-$1.24K -18 Closed
OCM
868
Osterweis Capital Management
California
-$688 -10 Closed
WW
869
Winnow Wealth
Texas
-$614 -9 Closed
HHGA
870
Halbert Hargrove Global Advisors
California
-$413 -6 Closed
BMC
871
Bear Mountain Capital
Washington
-$353 -5 Closed
SFGP
872
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$344 -5 Closed
GA
873
GoalVest Advisory
New York
-$206 -3 Closed
WBC
874
West Branch Capital
Massachusetts
-$69 -1 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.