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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
CGH
351
Crossmark Global Holdings
Texas
$1.05M -$2.51K -40 -0.2%
FG
352
Foresight Group
United Kingdom
$1.04M +$740K +11,769 +196%
BMCM
353
Burns Matteson Capital Management
New York
$1.04M -$56.9K -906 -5%
OAC
354
OMERS Administration Corp
Ontario, Canada
$993K +$181K +2,883 +21%
Vontobel Holding
355
Vontobel Holding
Switzerland
$992K +$837K +13,318 +378%
BCM
356
Becker Capital Management
Oregon
$967K -$154K -2,449 -13%
MSA
357
Marino Stram & Associates
Massachusetts
$931K +$1.51K +24 +0.2%
PL
358
Perpetual Ltd
Australia
$884K +$410K +6,520 +77%
LF
359
LifePlan Financial
Minnesota
$875K -$31.5K -502 -3%
SCTC
360
Sanibel Captiva Trust Company
Florida
$874K -$84.8K -1,350 -8%
UCFA
361
United Capital Financial Advisors
Texas
$848K -$9.61K -153 -1%
CAM
362
Cresset Asset Management
Illinois
$842K +$892K +14,202 New
GM
363
GeoWealth Management
Illinois
$839K +$89.4K +1,422 +11%
1IA
364
1834 Investment Advisors
Wisconsin
$837K -$11.2K -178 -1%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$831K -$56.7K -902 -6%
NW
366
NewEdge Wealth
Pennsylvania
$826K +$260K +4,142 +42%
SFI
367
Susquehanna Fundamental Investments
Pennsylvania
$807K +$861K +13,700 New
Simplex Trading
368
Simplex Trading
Illinois
$800K -$1.77M -28,194 -67%
PCM
369
Penserra Capital Management
California
$799K -$69.5K -1,106 -8%
NMIMC
370
Northwestern Mutual Investment Management Company
Wisconsin
$784K +$14.1K +225 +2%
TRCT
371
Tower Research Capital (TRC)
New York
$771K -$4.21M -66,949 -84%
CIA
372
Capital Investment Advisors
Georgia
$769K -$14.4K -229 -2%
TMAM
373
Tokio Marine Asset Management
Japan
$759K +$691 +11 +0.1%
KTA
374
Keeley-Teton Advisors
Illinois
$758K -$10.9K -173 -1%
Wolverine Trading
375
Wolverine Trading
Illinois
$757K +$231K +3,681 +40%

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.