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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 %
TA
351
Townsend & Associates
Colorado
$451K +$451K +8,807 New
AG
352
Algert Global
California
$450K +$450K +9,988 New
HT
353
HighTower Trust
Texas
$447K +$4.08K +91 +0.9%
LWAM
354
Legacy Wealth Asset Management
Minnesota
$439K -$7.93K -176 -2%
E
355
Ergoteles
New York
$437K -$46.3K -1,027 -10%
TRCT
356
Tower Research Capital (TRC)
New York
$429K -$401K -8,904 -48%
CG
357
Colony Group
Massachusetts
$422K +$93.1K +2,070 +28%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$420K +$64.6K +1,435 +18%
KIA
359
KCM Investment Advisors
California
$416K – – –
MFA
360
Morling Financial Advisors
California
$410K -$30K -665 -7%
SCM
361
Schnieders Capital Management
California
$408K -$93.1K -2,066 -19%
SW
362
SVB Wealth
Massachusetts
$406K +$406K +9,007 New
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$391K -$219K -4,861 -36%
RSWM
364
Robertson Stephens Wealth Management
California
$389K -$1.27K -28 -0.3%
MA
365
Mutual Advisors
Nebraska
$388K -$5.27K -117 -1%
DGAM
366
Desjardins Global Asset Management
Quebec, Canada
$377K +$134K +2,986 +55%
AWA
367
Arkadios Wealth Advisors
Georgia
$376K +$4.24K +94 +1%
RBFC
368
Roman Butler Fullerton & Co
Missouri
$374K -$41.1K -837 -10%
SF
369
Synovus Financial
Georgia
$373K +$8.92K +198 +2%
WT
370
Whittier Trust
California
$367K -$180 -4 -0%
BRWA
371
B. Riley Wealth Advisors
Florida
$367K +$31.3K +688 +9%
SRAM
372
Spouting Rock Asset Management
Pennsylvania
$367K +$367K +8,143 New
TI
373
Tidal Investments
Wisconsin
$366K +$50.4K +1,119 +16%
PA
374
Profund Advisors
Maryland
$363K +$14.6K +323 +4%
Cerity Partners
375
Cerity Partners
New York
$362K +$103K +2,270 +40%
13 14
15
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