VTR icon

Ventas
VTR

Overview Fund Activity

736 hedge funds and large institutions have $18.5B invested in Ventas in 2018 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 249 increasing their positions, 279 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+25
Holders Change %
+3.52%
% of All Funds
16.42%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
106
Increased
249
Reduced
279
Closed
73
Calls
$83.7M
Puts
$62.4M
Net Calls
+$21.3M
Net Calls Change
+$11.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$520M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$163M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$114M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$94.3M
5
BlackRock
BlackRock
New York
+$57.9M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$133M
2
Deutsche Bank
Deutsche Bank
Germany
-$105M
3
Morgan Stanley
Morgan Stanley
New York
-$74.5M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$62.3M
5
Goldman Sachs
Goldman Sachs
New York
-$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
376
Schnieders Capital Management
California
$826K -$93.7K -1,600 -10%
AI
377
Atria Investments
North Carolina
$823K +$57.1K +975 +7%
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$820K -$135K -2,300 -14%
AWCI
379
Alpine Woods Capital Investors
New York
$820K -$58.6K -1,000 -7%
MCC
380
Malaga Cove Capital
California
$818K -$23.4K -400 -3%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$811K -$425K -7,260 -34%
Simplex Trading
382
Simplex Trading
Illinois
$805K -$143K -2,445 -15%
FHB
383
First Hawaiian Bank
Hawaii
$790K +$17.1K +291 +2%
SS
384
Simplicity Solutions
Minnesota
$772K -$1.05M -17,980 -58%
LIA
385
LS Investment Advisors
Michigan
$772K -$36.4K -622 -5%
SBA
386
Secrest Blakey & Associates
North Carolina
$772K +$24.1K +406 +3%
EWA
387
EP Wealth Advisors
California
$771K -$86.4K -1,474 -10%
AP
388
Advisor Partners
California
$770K +$145K +2,480 +23%
BL
389
Balentine LLC
Georgia
$763K +$675K +11,516 +767%
LBC
390
Lowe Brockenbrough & Co
Virginia
$758K +$3.81K +65 +0.5%
DLHL
391
Donald L. Hagan LLC
Florida
$757K -$6.27K -107 -0.8%
Brown Advisory
392
Brown Advisory
Maryland
$756K -$26.1K -445 -3%
SVWA
393
Sound View Wealth Advisors
Georgia
$751K +$751K +12,814 New
GWM
394
Geneos Wealth Management
Colorado
$750K +$98.5K +1,660 +15%
FFA
395
First Foundation Advisors
California
$748K +$514K +8,777 +220%
SPC
396
Sigma Planning Corp
Michigan
$746K -$423K -7,217 -36%
SSWM
397
Sheets Smith Wealth Management
North Carolina
$743K +$8.91K +152 +1%
KM
398
Kalos Management
Georgia
$742K +$514K +8,460 +225%
SOAMC
399
Spirit of America Management Corp
New York
$741K -$26.4K -450 -3%
SIC
400
Shoker Investment Counsel
Ohio
$736K +$112K +1,908 +18%
14 15
16
17 18