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Ventas
VTR

Overview Fund Activity

630 hedge funds and large institutions have $20.8B invested in Ventas in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 271 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-16
Holders Change %
-2.48%
% of All Funds
15.71%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
52
Increased
271
Reduced
236
Closed
53
Calls
$84.5M
Puts
$48.8M
Net Calls
+$35.7M
Net Calls Change
-$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
$2.38B
2
LIMS
Lasalle Investment Management Securities
Maryland
$178M
3
Federated Hermes
Federated Hermes
Pennsylvania
$409M
4
Capital International Investors
Capital International Investors
California
$130M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.32B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$598M
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$354M
4
JHIU
Janus Henderson Investors US
Colorado
$27.8M
5
Morgan Stanley
Morgan Stanley
New York
$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
401
Tocqueville Asset Management
New York
$647K -$21.8K -335 -3%
SGI
402
Summit Global Investments
Utah
$645K – – –
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$624K -$122K -1,876 -16%
BCM
404
Brookstone Capital Management
Illinois
$624K -$74.9K -1,151 -11%
KM
405
Kalos Management
Georgia
$615K +$158K +2,425 +34%
CG
406
Caprock Group
Idaho
$597K +$35K +538 +6%
LIA
407
LS Investment Advisors
Michigan
$590K +$53.6K +825 +10%
WKWM
408
Walter & Keenan Wealth Management
Indiana
$585K – – –
BFG
409
Barber Financial Group
Kansas
$581K -$5.39K -83 -0.9%
WI
410
Wintrust Investments
Illinois
$578K +$35.1K +540 +6%
CPA
411
Clear Perspective Advisors
Illinois
$576K +$16.9K +260 +3%
MSV
412
MN Services Vermogensbeheer
Netherlands
$574K +$21.2K +349 +4%
NFG
413
Next Financial Group
Texas
$569K -$82.2K -1,284 -13%
V
414
Veritable
Delaware
$563K +$4.75K +73 +0.8%
AA
415
AlphaMark Advisors
Kentucky
$548K +$81.3K +1,250 +17%
SCA
416
Snowden Capital Advisors
New York
$545K +$79.7K +1,225 +17%
CI
417
Conning Inc
Connecticut
$544K -$1.95K -30 -0.4%
GWM
418
Geneos Wealth Management
Colorado
$543K -$39.5K -608 -7%
HW
419
Hedeker Wealth
Illinois
$539K – – –
AIP
420
Ameritas Investment Partners
Nebraska
$531K -$15.8K -242 -3%
SI
421
SII Investments
Wisconsin
$526K -$212K -3,252 -29%
CA
422
Cetera Advisors
Colorado
$525K +$49K +756 +10%
IWM
423
Integrated Wealth Management
California
$524K +$25.3K +388 +5%
AWM
424
AE Wealth Management
Kansas
$524K +$255K +3,915 +94%
BWL
425
Bogart Wealth LLC
Virginia
$513K +$61.1K +938 +14%
15 16
17
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