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946 hedge funds and large institutions have $46.3B invested in Ventas in 2026 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 406 increasing their positions, 291 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $66M | Put options by funds: $24.7M

48% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 75

40% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 291

14% more capital invested

Capital invested by funds: $40.7B → $46.3B (+$5.6B)

2.39% more ownership

Funds ownership: 104.73%107.12% (+2.4%)

2% more funds holding

Funds holding: 929946 (+17)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
946
Holders Change
+17
Holders Change %
+1.83%
% of All Funds
11.43%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
111
Increased
406
Reduced
291
Closed
75
Calls
$66M
Puts
$24.7M
Net Calls
+$41.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
876
Provenance Wealth Advisors
Florida
$3.91K +$3.75K +44 New
MWM
877
Mosley Wealth Management
California
$3.55K -$170 -2 -5%
PWMA
878
Pension & Wealth Management Advisors
Massachusetts
$3.46K
AA
879
Ancora Advisors
Ohio
$3.2K -$8.61K -101 -74%
TCM
880
Triumph Capital Management
Colorado
$3.2K +$767 +9 +33%
TFM
881
TFC Financial Management
Massachusetts
$3.11K +$597 +7 +25%
CIAM
882
Caitong International Asset Management
Hong Kong
$3.11K +$2.3K +27 +338%
CA
883
Crewe Advisors
Utah
$3.11K +$2.98K +35 New
CA
884
Centerpoint Advisors
Massachusetts
$3K
JFGIW
885
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.95K -$3.67K -43 -57%
RWM
886
RMG Wealth Management
Wisconsin
$2.94K
GSEP
887
Golden State Equity Partners
California
$2.93K -$43.4K -509 -94%
EI
888
EFG International
$2.84K +$1.45K +17 +113%
BW
889
Basepoint Wealth
Iowa
$2.79K
FAM
890
Fulcrum Asset Management
United Kingdom
$2.68K +$2.56K +30 New
AUB
891
Atlantic Union Bankshares
Virginia
$2.66K -$682 -8 -21%
FCAS
892
First Command Advisory Services
Texas
$2.58K
CCWM
893
Cassaday & Co Wealth Management
Virginia
$2.4K
WA
894
Whipplewood Advisors
Colorado
$2.4K +$341 +4 +17%
PS
895
Planning Strategies
Pennsylvania
$2.31K +$2.22K +26 New
NFSG
896
Newbridge Financial Services Group
Florida
$2.07K
SC
897
SouthState Corp
Florida
$2.04K -$511 -6 -21%
SEP
898
Signature Equity Partners
Ohio
$2.01K
CWP
899
Clark Wealth Partners
Illinois
$1.95K -$2.13K -25 -53%
RWM
900
Rialto Wealth Management
New York
$1.86K +$597 +7 +50%

VTR Hedge Fund Activity: Q2 2026 in Review

946 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2026, worth a combined $46.3B — up 14% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VTR positions and 75 closed out — a net gain of 36 holders — while 406 added to existing stakes and 291 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $709M. The largest seller was Two Sigma Investments, cutting an estimated $285M.

  • 946 institutional investors held Ventas (VTR) as of Q2 2026, up from 929 in Q1 2026.
  • Funds reported $46.3B of Ventas stock for Q2 2026, up 14% quarter-over-quarter.
  • 111 funds opened new Ventas positions in Q2 2026 and 75 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q2 2026 was JP Morgan Chase, an estimated $709M added.
  • The largest Ventas seller in Q2 2026 was Two Sigma Investments, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2026.