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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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$1.76M +$86K +1,369 +5%
DEA
302
DoubleLine ETF Adviser
Florida
$1.75M +$10.7K +171 +0.6%
DWM
303
Dakota Wealth Management
Florida
$1.74M -$2.95K -47 -0.2%
QCM
304
QRG Capital Management
Illinois
$1.73M +$18.8K +299 +1%
SA
305
Sanctuary Advisors
Indiana
$1.73M -$229K -3,652 -11%
Cerity Partners
306
Cerity Partners
New York
$1.7M -$134K -2,135 -7%
KRS
307
Kentucky Retirement Systems
Kentucky
$1.67M -$24.6K -392 -1%
NEI
308
Northwest & Ethical Investments
Ontario, Canada
$1.61M +$75.2K +1,197 +5%
RWM
309
Ritholtz Wealth Management
New York
$1.61M +$1.21M +19,222 +237%
IMPI
310
Ilmarinen Mutual Pension Insurance
Finland
$1.59M
CCM
311
Cohen Capital Management
California
$1.58M
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$1.53M -$3.65K -58 -0.2%
MOS
313
MGO One Seven
Ohio
$1.49M +$643K +10,227 +68%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$1.49M +$68.7K +1,094 +5%
KAS
315
Kestra Advisory Services
Texas
$1.49M +$1.59M +25,240 New
Truist Financial
316
Truist Financial
North Carolina
$1.48M -$37.8K -602 -2%
WP
317
Woodline Partners
California
$1.48M +$1.58M +25,087 New
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$1.47M -$255K -4,051 -14%
Wealth Enhancement Advisory Services
319
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$142K +2,263 +10%
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$1.36M -$72.5K -1,154 -5%
SLAM
321
Swiss Life Asset Management
$1.36M +$929K +14,779 +177%
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$1.33M -$44K -700 -3%
KTC
323
Kentucky Trust Company
Kentucky
$1.33M +$1.42M +22,540 New
SAM
324
Securian Asset Management
Minnesota
$1.33M -$13.9K -222 -1%
A
325
Allianz
Germany
$1.32M +$228K +3,628 +19%

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.