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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
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$757K -$41.5K -661 -5%
KPWS
377
Kestra Private Wealth Services
Texas
$739K +$58.6K +932 +8%
TCM
378
Tandem Capital Management
New Jersey
$726K -$37.7K -600 -5%
GWMIA
379
Global Wealth Management Investment Advisory
Florida
$724K +$62.8K +999 +9%
P
380
Pitcairn
Pennsylvania
$724K +$429K +6,824 +125%
SG Americas Securities
381
SG Americas Securities
New York
$723K -$233K -3,701 -23%
AC
382
Allstate Corporation
Illinois
$720K +$768K +12,228 New
LOAMS
383
Lombard Odier Asset Management (Switzerland)
Switzerland
$685K +$731K +11,626 New
HT
384
Headlands Technologies
Illinois
$684K +$730K +11,623 New
IMCOOI
385
Investment Management Corp of Ontario (IMCO)
Canada
$677K -$119K -1,900 -14%
SOAMC
386
Spirit of America Management Corp
New York
$674K +$62.8K +1,000 +10%
BHCM
387
Brevan Howard Capital Management
Jersey
$665K +$710K +11,291 New
EP
388
Edgestream Partners
New Jersey
$663K +$708K +11,265 New
BA
389
Bridgewater Associates
Connecticut
$662K +$46K +732 +7%
BCI
390
Brinker Capital Investments
Pennsylvania
$660K +$20.4K +324 +3%
OPS
391
Orion Portfolio Solutions
Nebraska
$660K +$20.4K +324 +3%
CB
392
Commerce Bank
Missouri
$659K -$5.22K -83 -0.7%
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
$649K +$5.09K +81 +0.7%
AG
394
Algert Global
California
$642K +$685K +10,898 New
William Blair & Company
395
William Blair & Company
Illinois
$640K -$24.1K -384 -3%
PAS
396
Park Avenue Securities
New York
$630K -$65.9K -1,048 -9%
CC
397
Centiva Capital
New York
$630K +$672K +10,693 New
GAM
398
Groupama Asset Management
France
$629K
HWAM
399
Hennion & Walsh Asset Management
New Jersey
$618K +$289K +4,594 +78%
BPA
400
Beacon Pointe Advisors
California
$617K -$2.77K -44 -0.4%

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.