Ventas: which funds bought and sold

Institutions that bought and sold Ventas shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 511 institutions that filed 13F reports for both quarters added to or opened positions in Ventas, and 361 cut or closed them. Together they added a net 18.5M shares, +3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.3M shares (+7.5%); index fund managers were net buyers of 4.3M shares (+2.3%). 100 opened a new position and 73 sold out entirely.

Bought, Q2 2026 511 institutions, 100 of them new holders Sold, Q2 2026 361 institutions, 73 of them sold out

Net change, all compared +18.5M shares (+3.7%)

Net change, active managers +6.3M shares (+7.5%), 26 bought, 41 sold

Buyers versus sellers

institutions compared, 1,009

511 bought 137 361 sold

Active managers and hedge funds 26 bought · 41 sold · +6.3M

Index fund managers 10 bought · 2 sold · +4.3M

Other institutions 475 bought · 318 sold · +7.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	+8.3M +23.5%	43.7M	$3.9B
WCM Investment Management, LLC Active manager	+7.8M New position	7.8M	$699M
Schroder Investment Management Group Active manager	+2.6M +103.7%	5.1M	$454M
Arrowstreet Capital, Limited Partnership Hedge fund	+2.2M +547.2%	2.6M	$228M
Bank Of America Corp	+1.8M +72.5%	4.4M	$390M
Capital World Investors Active manager	+1.6M +16.2%	11.7M	$1B
Morgan Stanley	+1.5M +23.5%	7.9M	$700M
Vanguard Portfolio Management LLC Index funds	+1.4M +3.3%	42.6M	$3.8B
Voya Investment Management LLC	+1.4M +91.4%	2.9M	$254M
Los Angeles Capital Management LLC Active manager	+1.3M +56719.3%	1.3M	$114M
Northern Trust Corp Index funds	+1.1M +18.6%	6.8M	$602M
Vanguard Capital Management LLC Index funds	+893K +2.9%	31.8M	$2.8B
Citadel Advisors LLC Hedge fund	+887K +162.0%	1.4M	$127M
State Street Corp Index funds	+728K +2.4%	30.5M	$2.7B
Centersquare Investment Management LLC	+699K +11.8%	6.6M	$589M
Envestnet Asset Management Inc	+598K +161.0%	969K	$86.1M
Goldman Sachs Group Inc	+567K +13.6%	4.7M	$422M
Toronto Dominion Bank	+559K +273.3%	763K	$67.8M
Geode Capital Management, LLC Index funds	+507K +3.8%	14.0M	$1.2B
Charles Schwab Investment Management Inc Index funds	+495K +7.7%	6.9M	$617M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
WCM Investment Management, LLC Active manager	+7.8M New position	7.8M	$699M
Schroder Investment Management Group Active manager	+2.6M +103.7%	5.1M	$454M
Arrowstreet Capital, Limited Partnership Hedge fund	+2.2M +547.2%	2.6M	$228M
Capital World Investors Active manager	+1.6M +16.2%	11.7M	$1B
Los Angeles Capital Management LLC Active manager	+1.3M +56719.3%	1.3M	$114M
Citadel Advisors LLC Hedge fund	+887K +162.0%	1.4M	$127M
Wellington Management Group LLP Active manager	+301K +83.7%	660K	$58.6M
Point72 Asset Management, L.P. Hedge fund	+279K +233.7%	399K	$35.4M
Jupiter Asset Management Ltd Active manager	+203K New position	203K	$18M
Land & Buildings Investment Management, LLC Hedge fund	+161K +43.7%	528K	$46.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−3.3M −83.8%	646K	$57.4M
UBS Group AG	−2.1M −56.6%	1.6M	$146M
Daiwa Securities Group Inc.	−2.0M −37.9%	3.3M	$297M
Cohen & Steers, Inc.	−1.9M −31.2%	4.1M	$367M
Principal Financial Group Inc	−1.4M −8.9%	14.0M	$1.2B
Qube Research & Technologies Ltd Hedge fund	−1.3M Sold out	0	—
Barclays PLC	−1.3M −58.4%	948K	$84.1M
CI Investments Inc.	−1.1M −61.8%	692K	$61.4M
Acadian Asset Management LLC Active manager	−1.1M Sold out	0	—
FMR LLC Active manager	−1.0M −3.7%	26.2M	$2.3B
Blackrock, Inc. Index funds	−801K −1.4%	55.8M	$5B
Zurich Insurance Group Ltd	−768K Sold out	0	—
BAMCO Inc Active manager	−717K −71.8%	281K	$25M
PGGM Investments	−677K −63.3%	393K	$34.9M
Price T Rowe Associates Inc Active manager	−672K −7.0%	9.0M	$797M
Grs Advisors, LLC	−625K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−536K −72.2%	206K	$18.3M
Heitman Real Estate Securities LLC	−355K −49.2%	367K	$32.6M
Balyasny Asset Management L.P. Hedge fund	−341K −83.5%	68K	$6M
Alyeska Investment Group, L.P. Hedge fund	−293K −60.9%	188K	$16.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−3.3M −83.8%	646K	$57.4M
Qube Research & Technologies Ltd Hedge fund	−1.3M Sold out	0	—
Acadian Asset Management LLC Active manager	−1.1M Sold out	0	—
FMR LLC Active manager	−1.0M −3.7%	26.2M	$2.3B
BAMCO Inc Active manager	−717K −71.8%	281K	$25M
Price T Rowe Associates Inc Active manager	−672K −7.0%	9.0M	$797M
Engineers Gate Manager LP Hedge fund	−536K −72.2%	206K	$18.3M
Balyasny Asset Management L.P. Hedge fund	−341K −83.5%	68K	$6M
Alyeska Investment Group, L.P. Hedge fund	−293K −60.9%	188K	$16.7M
Rush Island Management, LP Hedge fund	−289K −20.6%	1.1M	$98.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
WCM Investment Management, LLCActive manager	7.8M	$699M
Jupiter Asset Management LtdActive manager	203K	$18M
Mizuho Markets Americas LLC	157K	$13.9M
Payden & Rygel	154K	$13.7M
Jain Global LLCHedge fund	105K	$9.3M
Millennium Management LLCHedge fund	97K	$8.6M
Pinnbrook Capital Management LP	81K	$7.2M
Elo Mutual Pension Insurance Co	61K	$5.4M
Fideuram Asset Management (Ireland) Dac	47K	$4M
Xtx Topco Ltd	43K	$3.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Qube Research & Technologies LtdHedge fund	1.3M	$110M
Acadian Asset Management LLCActive manager	1.1M	$89.7M
Zurich Insurance Group Ltd	768K	$62.8M
Grs Advisors, LLC	625K	$51.1M
Schonfeld Strategic Advisors LLCHedge fund	249K	$20.3M
Presima Securities Ulc	176K	$14.4M
Boothbay Fund Management, LLCHedge fund	129K	$10.5M
Freestone Grove Partners LPHedge fund	113K	$9.3M
Quantbot Technologies LPHedge fund	83K	$6.8M
Asr Vermogensbeheer N.V.	65K	$5.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 947
Ten largest holders: 54.0%
Index fund managers: 36.9%
Active managers and hedge funds: 17.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	26	41	6	12	+6.3M	+7.5%
Index fund managers	10	2	0	0	+4.3M	+2.3%
Other institutions	475	318	94	61	+7.8M	+3.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ventas.

Only managers that filed a holdings report for both quarters are compared (1,009 here). 30 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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