We are live on ! Find out more

721 hedge funds and large institutions have $25.6B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

29% more capital invested

Capital invested by funds: $19.8B → $25.6B (+$5.8B)

28% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $46M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

4% more funds holding

Funds holding: 693721 (+28)

0.66% more ownership

Funds ownership: 95.69%96.35% (+0.66%)

Holders
721
Holders Change
+28
Holders Change %
+4.04%
% of All Funds
10.35%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
96
Increased
289
Reduced
231
Closed
60
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
351
OMERS Administration Corp
Ontario, Canada
$897K
Credit Agricole
352
Credit Agricole
France
$895K -$2M -34,224 -71%
FTDI
353
First Trust Direct Indexing
Massachusetts
$877K +$67K +1,148 +9%
CFSG
354
Community Financial Services Group
Vermont
$869K -$63.6K -1,090 -7%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$867K -$3.56K -61 -0.4%
IMCOOI
356
Investment Management Corp of Ontario (IMCO)
Canada
$859K +$263K +4,500 +51%
CIA
357
Capital Investment Advisors
Georgia
$852K -$23.2K -397 -3%
NMIMC
358
Northwestern Mutual Investment Management Company
Wisconsin
$840K +$12.5K +214 +2%
KTA
359
Keeley-Teton Advisors
Illinois
$836K -$116K -1,980 -13%
TCM
360
Tandem Capital Management
New Jersey
$829K -$245K -4,190 -24%
TMAM
361
Tokio Marine Asset Management
Japan
$826K +$80.6K +1,381 +12%
GM
362
GeoWealth Management
Illinois
$823K -$13.3K -228 -2%
FF
363
Friedenthal Financial
New Jersey
$819K +$688K +11,778 +1,184%
SF
364
Synovus Financial
Georgia
$815K +$78K +1,336 +12%
KRSITF
365
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$784K -$48.1K -824 -6%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$780K +$228K +3,910 +47%
PAS
367
Park Avenue Securities
New York
$753K +$35.2K +603 +5%
KPWS
368
Kestra Private Wealth Services
Texas
$745K -$54.2K -929 -7%
PA
369
Profund Advisors
Maryland
$742K +$310K +5,308 +85%
GWMIA
370
Global Wealth Management Investment Advisory
Florida
$725K +$44.1K +756 +7%
ECM
371
Everence Capital Management
Indiana
$723K
CB
372
Commerce Bank
Missouri
$723K -$25.1K -430 -4%
William Blair & Company
373
William Blair & Company
Illinois
$722K +$36.1K +618 +6%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$701K -$58.1K -995 -8%
BCI
375
Brinker Capital Investments
Pennsylvania
$698K -$23.9K -409 -4%

VTR Hedge Fund Activity: Q3 2024 in Review

721 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2024, worth a combined $25.6B — up 29% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTR positions and 60 closed out — a net gain of 36 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was Citadel Advisors, cutting an estimated $205M.

  • 721 institutional investors held Ventas (VTR) as of Q3 2024, up from 693 in Q2 2024.
  • Funds reported $25.6B of Ventas stock for Q3 2024, up 29% quarter-over-quarter.
  • 96 funds opened new Ventas positions in Q3 2024 and 60 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q3 2024 was UBS AM, an estimated $206M added.
  • The largest Ventas seller in Q3 2024 was Citadel Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.