Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VENTAS INC (VTR)

878 + Investors. Track Smart Money conviction in VTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +106
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — VTR

Based on 867 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
867 hedge funds hold VTR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+170 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

500 buying312 selling
Last quarter: 500 funds were net buyers (159 opened a brand new position + 341 added to an existing one). Only 312 were sellers (259 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+57 vs last Q)

new funds entering per quarter
Funds opening a new VTR position: 128 → 80 → 102 → 159. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
546 out of 867 hedge funds have held VTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

98 → 128 → 80 → 102 → 159 new funds/Q
New funds entering each quarter: 128 → 80 → 102 → 159. A growing number of institutions are discovering VTR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 878 current holders: 579 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
44 of 867 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in VTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VTR

How many hedge funds hold VTR — quarterly history vs. share price
Quarterly hedge fund ownership of VTR vs. share price

Market Analysis: VTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

104 top-rated funds 0 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: VTR
2026 Q1 Stats Unlock in 22 days 878 + Investors

Track Smart Money conviction in VTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 878 773 13.58%
13F Shares 478M 442M 8.25%
Total Value $36.20B $30.30B 19.5%
New Positions 160 102 +58
Increased Positions 350 347 +3
Closed Positions 55 86 -31
Reduced Positions 275 239 +36
Total Calls 12 11 9.09%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.58 0.73 Bullish

Statistics: VTR

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

878 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTR. Verified SEC 13F-HR filings.

Top 25 institutional holders of VTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 6.10% 235,078 $19.2M
2 Pensionfund PDN 3.15% 66,679 $5K
3 Pensionfund Sabic 3.07% 31,205 $3K
4 DUFF & PHELPS INVESTMENT MANAGEMENT CO 2.22% 2,611,874 $213.6M
5 Old North State Wealth Management, LLC 1.64% 43,384 $3.5M
6 ELEVATUS WELATH MANAGEMENT 1.49% 34,712 $2.8M
7 Vigil Wealth Management, LLC 1.32% 20,000 $1.6M
8 Gilman Hill Asset Management, LLC 1.14% 92,073 $7.5M
9 Kentucky Trust Co 0.88% 20,500 $1.7M
10 Roberts Wealth Advisors, LLC 0.87% 41,953 $3.4M
11 Retirement Management Systems Inc. 0.87% 43,980 $3.6M
12 SHRIER WEALTH MANAGEMENT, LLC 0.83% 27,649 $2.3M
13 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.52% 32,350 $2.6M
14 Friedenthal Financial 0.49% 11,847 $969K
15 PATTON FUND MANAGEMENT, INC. 0.48% 34,550 $2.8M
16 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.47% 11,420 $934K
17 Vanderbilt University 0.44% 28,418 $2.3M
18 LBP AM SA 0.42% 371,688 $30.4M
19 Gold Investment Management Ltd. 0.40% 15,726 $1.3M
20 Naviter Wealth, LLC 0.37% 35,594 $2.9M
21 Inspire Investing, LLC 0.35% 51,676 $4.2M
22 Cohen Capital Management, Inc. 0.34% 27,059 $2.2M
23 BDF-GESTION 0.32% 28,909 $2.4M
24 AEW CAPITAL MANAGEMENT L P 0.30% 51,127 $4.2M
25 Pallas Capital Advisors LLC 0.30% 97,824 $8.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VENTAS INC (VTR)

What does the Smart Money Trend signal show for VTR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VTR?

More buyers than sellers — 62% buying: Last quarter: 500 funds were net buyers (159 opened a brand new position + 341 added to an existing one). Only 312 were sellers (259 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTR holders?

Elite ownership — 61% AUM from top-100 funds: 44 of 867 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in VTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VTR?

63% of holders stayed for 2+ years: 546 out of 867 hedge funds have held VTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.