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693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650693 (+43)

1.35% more ownership

Funds ownership: 94.34%95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
326
Sanibel Captiva Trust Company
Florida
$875K
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$872K +$24.4K +520 +3%
JFG
328
Jefferies Financial Group
New York
$868K +$793K +16,935 New
Impax Asset Management Group
329
Impax Asset Management Group
United Kingdom
$862K
IC
330
IEQ Capital
California
$861K +$294K +6,269 +60%
AI
331
Atria Investments
North Carolina
$851K +$777K +16,600 New
MYAM
332
Meiji Yasuda Asset Management
Japan
$817K +$289K +6,164 +63%
PI
333
PEAK6 Investments
Illinois
$813K +$443K +9,467 +148%
MSA
334
Marino Stram & Associates
Massachusetts
$810K -$7.26K -155 -1%
BA
335
Bridgewater Associates
Connecticut
$802K -$118K -2,516 -14%
1IA
336
1834 Investment Advisors
Wisconsin
$798K +$64.2K +1,370 +10%
SFC
337
Swisher Financial Concepts
Ohio
$792K +$3.56K +76 +0.5%
BFA
338
BBJS Financial Advisors
Washington
$785K -$469K -10,021 -40%
MCM
339
MAI Capital Management
Ohio
$778K +$711K +15,187 New
PCM
340
Penserra Capital Management
California
$771K +$71.7K +1,531 +11%
KTA
341
Keeley-Teton Advisors
Illinois
$770K -$159K -3,394 -18%
MOS
342
MGO One Seven
Ohio
$770K -$8.57K -183 -1%
GS
343
GTS Securities
New York
$766K -$56.6K -1,209 -7%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$753K -$31.9K -681 -4%
CFSG
345
Community Financial Services Group
Vermont
$751K -$212K -4,518 -24%
UCFA
346
United Capital Financial Advisors
Texas
$745K +$36.8K +785 +6%
LMIM
347
Lockheed Martin Investment Management
Maryland
$736K -$399K -8,530 -37%
BBVA
348
Banco Bilbao Vizcaya Argentaria
Spain
$728K -$26.6K -567 -4%
OAC
349
OMERS Administration Corp
Ontario, Canada
$717K +$655K +13,986 New
Walleye Capital
350
Walleye Capital
New York
$709K -$481K -10,281 -43%

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.