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757 hedge funds and large institutions have $25.3B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 72

33% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 229

5% more funds holding

Funds holding: 721757 (+36)

1.64% more ownership

Funds ownership: 96.35%97.99% (+1.6%)

4% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $45.6M

1% less capital invested

Capital invested by funds: $25.6B → $25.3B (-$317M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
757
Holders Change
+36
Holders Change %
+4.99%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
116
Increased
304
Reduced
229
Closed
72
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$3.03M -$81.9K -1,304 -2%
AIM
252
Achmea Investment Management
Netherlands
$3.03M
MIIM
253
Mesirow Institutional Investment Management
Illinois
$2.96M +$330K +5,257 +12%
Osaic Holdings
254
Osaic Holdings
Arizona
$2.91M -$1.05M -16,681 -25%
Jones Financial Companies
255
Jones Financial Companies
Missouri
$2.88M +$727K +11,571 +31%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$2.87M +$1.76M +28,013 +135%
Wealthfront Advisers
257
Wealthfront Advisers
California
$2.83M +$78.3K +1,246 +3%
OL
258
one8zero8 LLC
North Carolina
$2.8M +$2.99M +47,543 New
OAM
259
Ostrum Asset Management
France
$2.74M +$993K +15,798 +51%
TA
260
Townsend & Associates
Colorado
$2.73M -$39.9K -635 -1%
RIL
261
Rothschild Investment LLC
Illinois
$2.72M -$85K -1,353 -3%
Pathstone Holdings
262
Pathstone Holdings
New Jersey
$2.67M -$51.8K -824 -2%
VPIM
263
Vanguard Personalized Indexing Management
California
$2.62M +$51.8K +824 +2%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$2.54M +$112K +1,779 +4%
IIM
265
INTECH Investment Management
Florida
$2.54M +$1.42M +22,599 +110%
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$2.53M +$802K +12,767 +42%
EMPI
267
Elo Mutual Pension Insurance
Finland
$2.52M +$434K +6,903 +19%
CS
268
Candriam SCA
Luxembourg
$2.5M +$146K +2,321 +6%
AF
269
Avanza Fonder
Sweden
$2.5M +$2.67M +42,430 New
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$2.45M +$2.61M +41,525 New
II
271
Inspire Investing
Idaho
$2.42M +$36.2K +576 +1%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$2.41M
JSSH
273
J. Safra Sarasin Holding
$2.37M +$2.53M +40,211 New
MSU
274
Mizuho Securities USA
New York
$2.34M +$815K +12,969 +48%
IMC Chicago
275
IMC Chicago
Illinois
$2.32M +$2.48M +39,423 New

VTR Hedge Fund Activity: Q4 2024 in Review

757 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2024, worth a combined $25.3B — down 1.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new VTR positions and 72 closed out — a net gain of 44 holders — while 304 added to existing stakes and 229 trimmed.

The largest buyer was Northern Trust, adding an estimated $148M. The largest seller was Resolution Capital, cutting an estimated $127M.

  • 757 institutional investors held Ventas (VTR) as of Q4 2024, up from 721 in Q3 2024.
  • Funds reported $25.3B of Ventas stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 116 funds opened new Ventas positions in Q4 2024 and 72 closed out, a net change of +44 holders.
  • The largest Ventas buyer in Q4 2024 was Northern Trust, an estimated $148M added.
  • The largest Ventas seller in Q4 2024 was Resolution Capital, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.