VTR icon

Ventas
VTR

Overview Fund Activity

629 hedge funds and large institutions have $18.5B invested in Ventas in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
77
Increased
235
Reduced
205
Closed
63
Calls
$215M
Puts
$84.6M
Net Calls
+$130M
Net Calls Change
+$106M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$68.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.16B
3
CCM
3
Camber Capital Management
Massachusetts
$48M
4
Invesco
4
Invesco
Georgia
$364M
5
ACM
5
AEW Capital Management
Massachusetts
$116M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.02B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$389M
4
PP
4
Prudential plc
United Kingdom
$10.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Profund Advisors
Maryland
$552K +$76.7K +1,439 +16%
RWMH
352
Riverpoint Wealth Management Holdings
Illinois
$543K -$271K -5,088 -33%
FFN
353
Focus Financial Network
Minnesota
$543K +$543K +10,091 New
AAS
354
Avantax Advisory Services
Texas
$521K +$26.8K +500 +5%
OC
355
Oppenheimer & Co
New York
$519K +$122K +2,291 +31%
EI
356
Ethic Inc
New York
$518K +$147K +2,765 +40%
HI
357
Horizon Investments
North Carolina
$515K +$515K +9,663 New
MSA
358
Marino Stram & Associates
Massachusetts
$513K +$67.9K +1,274 +15%
KM
359
Kalos Management
Georgia
$509K +$2.52K +47 +0.5%
EI
360
EDMP Inc
Florida
$508K -$18.8K -352 -4%
KIA
361
KCM Investment Advisors
California
$499K -$3.15K -59 -0.6%
TFA
362
Teamwork Financial Advisors
Texas
$490K -$25.3K -474 -5%
GT
363
Greenleaf Trust
Michigan
$490K +$50.2K +941 +11%
MA
364
Mutual Advisors
Nebraska
$488K +$35.6K +667 +8%
VPIM
365
Vanguard Personalized Indexing Management
California
$481K +$165K +3,085 +52%
RBFC
366
Roman Butler Fullerton & Co
Missouri
$479K +$4.18K +75 +0.9%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$464K -$2.24K -42 -0.5%
GT
368
Glenview Trust
Kentucky
$458K +$175K +3,270 +62%
GWM
369
Geneos Wealth Management
Colorado
$455K +$1.72K +31 +0.4%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$444K +$7.52K +141 +2%
WT
371
Whittier Trust
California
$441K -$5.44K -102 -1%
Tudor Investment Corp
372
Tudor Investment Corp
Connecticut
$436K +$436K +8,165 New
DADC
373
D.A. Davidson & Co
Montana
$423K -$944K -17,690 -69%
NICM
374
Neo Ivy Capital Management
New York
$423K +$423K +7,926 New
PP
375
Paloma Partners
Connecticut
$423K +$423K +7,938 New
13 14
15
16 17