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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.53B +$186M +2,854,751 +4%
BlackRock
2
BlackRock
New York
$3.22B +$33.7M +516,436 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.85B -$198M -3,033,528 -9%
State Street
4
State Street
Massachusetts
$1.78B +$90.7M +1,388,678 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B +$64.8M +991,856 +4%
Principal Financial Group
6
Principal Financial Group
Iowa
$998M -$43.2M -662,146 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$769M +$37.5M +574,663 +5%
AAMU
8
APG Asset Management US
New York
$739M +$7.96M +121,966 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$481M +$78.1M +1,196,923 +19%
CIM
10
Centersquare Investment Management
Pennsylvania
$442M +$10.7M +163,492 +2%
RC
11
Resolution Capital
Australia
$440M -$60.1M -919,920 -12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$407M +$6.66M +102,056 +2%
Northern Trust
13
Northern Trust
Illinois
$397M -$7.08M -108,462 -2%
UBS AM
14
UBS AM
Illinois
$355M +$67.2M +1,028,716 +22%
Charles Schwab
15
Charles Schwab
California
$353M +$21.6M +331,477 +6%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$352M +$3.5M +53,614 +1%
N
17
Nuveen
North Carolina
$349M +$19.6M +300,197 +6%
Norges Bank
18
Norges Bank
Norway
$345M +$245K +3,759 +0.1%
Legal & General Group
19
Legal & General Group
United Kingdom
$338M +$6.55M +100,317 +2%
Morgan Stanley
20
Morgan Stanley
New York
$327M +$16.4M +251,911 +5%
Invesco
21
Invesco
Georgia
$304M +$83.3M +1,275,446 +36%
Deutsche Bank
22
Deutsche Bank
Germany
$264M -$7.16M -109,724 -3%
Goldman Sachs
23
Goldman Sachs
New York
$225M -$5.14M -78,677 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$182M -$2.82M -43,244 -1%
DPIM
25
Duff & Phelps Investment Management
Illinois
$175M -$3.71M -56,764 -2%

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.