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693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650693 (+43)

1.35% more ownership

Funds ownership: 94.34%95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
376
Relative Value Partners Group
$558K +$510K +10,890 New
Acadian Asset Management
377
Acadian Asset Management
Massachusetts
$549K +$503K +10,747 New
William Blair & Company
378
William Blair & Company
Illinois
$545K -$51.2K -1,094 -9%
SYBT
379
Stock Yards Bank & Trust
Kentucky
$542K -$2.81K -60 -0.6%
PP
380
Prudential plc
United Kingdom
$542K +$269K +5,752 +119%
GWMIA
381
Global Wealth Management Investment Advisory
Florida
$541K +$32.3K +689 +7%
FSA
382
Fort Sheridan Advisors
Illinois
$535K -$37.7K -804 -7%
USAA
383
United Services Automobile Association
Texas
$523K -$34.2K -731 -7%
PAM
384
Panagora Asset Management
Massachusetts
$489K -$90.2K -1,927 -17%
DDC
385
DF Dent & Co
Maryland
$484K
Baird Financial Group
386
Baird Financial Group
Wisconsin
$483K +$23.6K +504 +6%
PI
387
PFG Investments
New York
$482K -$83.8K -1,790 -16%
IAA
388
Independent Advisor Alliance
North Carolina
$476K -$37.5K -801 -8%
KA
389
Kintegral Advisory
New York
$475K -$536K -11,453 -55%
BP
390
Ballentine Partners
Massachusetts
$473K +$19.5K +417 +5%
MC
391
Machina Capital
France
$467K +$427K +9,117 New
PG
392
Patten Group
Tennessee
$461K -$47.7K -1,019 -10%
PAG
393
Private Advisor Group
New Jersey
$458K -$6.09K -130 -1%
IMCOOI
394
Investment Management Corp of Ontario (IMCO)
Canada
$456K +$112K +2,400 +37%
Los Angeles Capital Management
395
Los Angeles Capital Management
California
$451K
PI
396
PGGM Investments
Netherlands
$448K +$123K +2,635 +43%
RSWM
397
Robertson Stephens Wealth Management
California
$447K +$8.9K +190 +2%
V
398
ViaWealth
Kansas
$446K +$408K +8,705 New
NGA
399
Naples Global Advisors
Florida
$442K
TI
400
Tidal Investments
Wisconsin
$431K -$1.17M -24,953 -75%

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.