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Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
326
Beacon Pointe Advisors
California
$680K -$19K -382 -3%
BBVA
327
Banco Bilbao Vizcaya Argentaria
Spain
$677K +$14.3K +287 +2%
SFC
328
Swisher Financial Concepts
Ohio
$677K +$677K +13,663 New
LSPW
329
Lake Street Private Wealth
Illinois
$660K -$48.1K -965 -7%
FSA
330
Fort Sheridan Advisors
Illinois
$655K +$195K +3,910 +42%
PI
331
PFG Investments
New York
$647K -$295K -5,919 -31%
NMIMC
332
Northwestern Mutual Investment Management Company
Wisconsin
$635K +$1.74K +35 +0.3%
PG
333
Patten Group
Tennessee
$628K -$143K -2,870 -19%
CA
334
Cornerstone Advisors
North Carolina
$628K -$159K -3,200 -20%
William Blair & Company
335
William Blair & Company
Illinois
$626K +$58.7K +1,178 +10%
KPWS
336
Kestra Private Wealth Services
Texas
$621K +$621K +12,339 New
BC
337
Bridgefront Capital
Texas
$615K +$274K +5,491 +80%
CS
338
Capital Square
Tennessee
$604K +$77.3K +1,550 +15%
1IA
339
1834 Investment Advisors
Wisconsin
$596K +$596K +11,961 New
CB
340
Commerce Bank
Missouri
$585K +$25.4K +509 +5%
VIM
341
Vinva Investment Management
Australia
$583K +$583K +11,452 New
IAA
342
Independent Advisor Alliance
North Carolina
$580K -$42.8K -858 -7%
AF
343
Allworth Financial
California
$578K -$11K -221 -2%
PAM
344
Panagora Asset Management
Massachusetts
$572K -$10.5K -210 -2%
PAS
345
Park Avenue Securities
New York
$568K +$4.44K +89 +0.8%
Credit Agricole
346
Credit Agricole
France
$567K +$379K +7,602 +201%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$566K +$31.2K +626 +6%
DDC
348
DF Dent & Co
Maryland
$564K -$8.62K -173 -2%
OPS
349
Orion Portfolio Solutions
Nebraska
$562K +$156K +3,195 +38%
BCI
350
Brinker Capital Investments
Pennsylvania
$562K +$156K +3,195 +38%
12 13
14
15 16