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Ventas
VTR

Overview Fund Activity

619 hedge funds and large institutions have $17B invested in Ventas in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+9
Holders Change %
+1.48%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
91
Increased
216
Reduced
225
Closed
71
Calls
$63.6M
Puts
$62.3M
Net Calls
+$1.35M
Net Calls Change
-$29.9M

Top Buyers

1
RC
Resolution Capital
Australia
+$125M
2
DPIM
Duff & Phelps Investment Management
Illinois
+$110M
3
BlackRock
BlackRock
New York
+$103M
4
Deutsche Bank
Deutsche Bank
Germany
+$43.8M
5
Morgan Stanley
Morgan Stanley
New York
+$40.9M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
-$70.3M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$28.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$24.4M
4
Goldman Sachs
Goldman Sachs
New York
-$23.3M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
326
Wexford Capital
Florida
$617K +$617K +13,700 New
UB
327
UMB Bank
Missouri
$605K -$91.4K -2,029 -13%
SWS
328
SYSTM Wealth Solutions
Illinois
$600K +$600K +13,323 New
GG
329
Gofen & Glossberg
Illinois
$596K +$28.9K +641 +5%
BCV
330
Banque Cantonale Vaudoise
Switzerland
$588K -$333K -7,400 -36%
BC
331
Bridgefront Capital
Texas
$586K +$586K +13,012 New
PCM
332
Penserra Capital Management
California
$586K +$50.4K +1,123 +9%
NMIMC
333
Northwestern Mutual Investment Management Company
Wisconsin
$564K -$104K -2,317 -16%
AWS
334
Atria Wealth Solutions
New York
$562K -$4.96K -110 -0.9%
William Blair & Company
335
William Blair & Company
Illinois
$555K -$15.4K -341 -3%
Baird Financial Group
336
Baird Financial Group
Wisconsin
$547K +$33.9K +751 +7%
WHG
337
Westwood Holdings Group
Texas
$543K +$543K +12,049 New
BPA
338
Beacon Pointe Advisors
California
$526K -$145K -3,211 -22%
MFG
339
Mendota Financial Group
Wisconsin
$516K +$516K +11,446 New
GT
340
Greenleaf Trust
Michigan
$515K -$18.4K -408 -3%
CA
341
Commerzbank Aktiengesellschaft
Germany
$498K – – –
DC
342
Davenport & Co
Virginia
$492K -$45.4K -1,007 -8%
BFA
343
BBJS Financial Advisors
Washington
$474K +$474K +10,526 New
BWP
344
Balboa Wealth Partners
Arizona
$465K -$13.7K -303 -3%
PMG
345
ProVise Management Group
Florida
$461K -$183K -4,063 -28%
BBVA
346
Banco Bilbao Vizcaya Argentaria
Spain
$460K -$13.6K -303 -3%
OPS
347
Orion Portfolio Solutions
Nebraska
$458K -$4.82K -107 -1%
CS
348
Capital Square
Tennessee
$457K -$32.2K -715 -7%
PAS
349
Park Avenue Securities
New York
$456K +$2.48K +55 +0.5%
CB
350
Commerce Bank
Missouri
$453K -$8.24K -183 -2%
12 13
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