We are live on ! Find out more

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
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$1.32M -$8.92K -142 -0.6%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$1.31M -$45.1K -718 -3%
US Bancorp
328
US Bancorp
Minnesota
$1.29M +$66.4K +1,056 +5%
OA
329
Oxbow Advisors
Texas
$1.29M -$3.96K -63 -0.3%
ACMA
330
Arbor Capital Management (Alaska)
Alaska
$1.26M -$63.1K -1,004 -5%
NIM
331
NEOS Investment Management
Connecticut
$1.26M +$312K +4,973 +30%
MML Investors Services
332
MML Investors Services
Massachusetts
$1.25M +$84K +1,336 +7%
MFG
333
Merit Financial Group
Georgia
$1.24M +$321K +5,115 +32%
IC
334
IEQ Capital
California
$1.22M +$108K +1,724 +9%
IEFM
335
IQ EQ Fund Management
Ireland
$1.19M -$173K -2,756 -12%
UFF
336
USA Financial Formulas
Michigan
$1.18M +$1.26M +20,076 New
SPC
337
Sigma Planning Corp
Michigan
$1.18M -$289K -4,600 -19%
BMSSC
338
B. Metzler seel. Sohn & Co
Germany
$1.17M -$89.4K -1,423 -7%
NMERB
339
New Mexico Educational Retirement Board
New Mexico
$1.16M -$6.28K -100 -0.5%
Allspring Global Investments
340
Allspring Global Investments
North Carolina
$1.16M -$28.5K -454 -2%
TYCC
341
Texas Yale Capital Corp
Florida
$1.15M -$6.28K -100 -0.5%
BCM
342
Brasada Capital Management
Texas
$1.15M +$333K +5,293 +37%
GIM
343
Gold Investment Management
Alberta, Canada
$1.13M -$26.6K -423 -2%
EOJOAM
344
E. Ohman J:or Asset Management
Sweden
$1.12M +$195K +3,100 +20%
MC
345
Machina Capital
France
$1.11M +$1.19M +18,892 New
GT
346
Greenleaf Trust
Michigan
$1.09M +$8.92K +142 +0.8%
AWP
347
Ascent Wealth Partners
New York
$1.08M +$31.9K +508 +3%
BAMF
348
BI Asset Management Fondsmaeglerselskab
Denmark
$1.08M -$4.84M -77,047 -81%
SC
349
Scotia Capital
Ontario, Canada
$1.07M +$82.4K +1,311 +8%
BS
350
Banco Santander
Spain
$1.07M -$105K -1,666 -8%

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.