619 hedge funds and large institutions have $17B invested in Ventas in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+9
Holders Change %
+1.48%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
91
Increased
216
Reduced
225
Closed
71
Calls
$63.6M
Puts
$62.3M
Net Calls
+$1.35M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
401
TrustCore Financial Services
Tennessee
$291K +$6.8K +151 +2%
PPW
402
Parcion Private Wealth
Washington
$287K -$586 -13 -0.2%
BOH
403
Bank of Hawaii
Hawaii
$284K -$263K -5,828 -48%
TIMH
404
Tilt Investment Management Holdings
New York
$284K +$284K +6,244 New
BF
405
BOK Financial
Oklahoma
$284K -$6.62K -147 -2%
EH
406
Equitable Holdings
New York
$281K -$64.1K -1,422 -19%
BCA
407
Bay Colony Advisors
Massachusetts
$274K -$5.86K -130 -2%
SOAMC
408
Spirit of America Management Corp
New York
$273K
GIM
409
Grassi Investment Management
California
$270K
WP
410
Westmount Partners
California
$267K +$267K +5,922 New
NW
411
NewEdge Wealth
Pennsylvania
$267K +$19.8K +439 +8%
BFG
412
Bleakley Financial Group
New Jersey
$262K +$262K +5,823 New
S
413
SignatureFD
Georgia
$260K +$44K +977 +20%
AIP
414
Ameritas Investment Partners
Nebraska
$260K
IA
415
IFP Advisors
Florida
$257K -$135K -2,393 -35%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$257K +$135K +2,996 +110%
CCM
417
Coldstream Capital Management
Washington
$253K +$253K +5,613 New
Dimensional Fund Advisors
418
Dimensional Fund Advisors
Texas
$249K -$2.19K -48,645 -0.9%
ISL
419
Ingalls & Snyder LLC
New York
$247K -$307K -6,810 -55%
CA
420
Cetera Advisors
Colorado
$246K +$246K +5,466 New
CGL
421
Clarius Group LLC
Washington
$243K -$11.6K -258 -5%
GWAG
422
Garrett Wealth Advisory Group
Texas
$241K -$22K -488 -8%
SWP
423
Stratos Wealth Partners
Ohio
$240K -$8.97K -199 -4%
ASN
424
Advisory Services Network
Georgia
$239K +$239K +5,302 New
HWA
425
Hilltop Wealth Advisors
North Carolina
$236K