VTR icon

Ventas
VTR

Overview Fund Activity

615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$113M
2
Citadel Advisors
Citadel Advisors
Florida
$173M
3
Goldman Sachs
Goldman Sachs
New York
$208M
4
WHG
Westwood Holdings Group
Texas
$46M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$43.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$70M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
3
RC
Resolution Capital
Australia
$48.2M
4
BlackRock
BlackRock
New York
$1.86B
5
Russell Investments Group
Russell Investments Group
United Kingdom
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
401
Benjamin Edwards Inc
Missouri
$298K +$112K +2,577 +60%
EP
402
Edgestream Partners
New Jersey
$293K +$293K +6,770 New
NW
403
NewEdge Wealth
Pennsylvania
$293K +$36.7K +847 +14%
WB
404
WesBanco Bank
West Virginia
$293K – – –
GT
405
Glenview Trust
Kentucky
$284K -$11.7K -270 -4%
HWAM
406
Hennion & Walsh Asset Management
New Jersey
$281K -$2.47K -57 -0.9%
TIMH
407
Tilt Investment Management Holdings
New York
$280K +$11.6K +270 +4%
CC
408
Corton Capital
Ontario, Canada
$279K -$62.2K -1,434 -18%
PPW
409
Parcion Private Wealth
Washington
$276K -$173 -4 -0.1%
PAG
410
Private Advisor Group
New Jersey
$269K +$269K +6,198 New
PA
411
Profund Advisors
Maryland
$267K -$81.9K -1,889 -23%
BCA
412
Bay Colony Advisors
Massachusetts
$266K -$4.45K -100 -2%
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$266K -$846K -19,619 -76%
SOAMC
414
Spirit of America Management Corp
New York
$262K – – –
GIM
415
Grassi Investment Management
California
$260K – – –
EH
416
Equitable Holdings
New York
$260K -$10.5K -242 -4%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$259K +$11.3K +261 +5%
WP
418
Westmount Partners
California
$258K +$1.47K +34 +0.6%
CCM
419
Coldstream Capital Management
Washington
$258K +$14.4K +333 +6%
SI
420
Stephens Inc
Arkansas
$255K +$38.5K +889 +18%
CA
421
Cetera Advisors
Colorado
$254K +$16.9K +389 +7%
AWA
422
Arkadios Wealth Advisors
Georgia
$249K -$113K -2,602 -31%
IAS
423
Insigneo Advisory Services
Florida
$247K +$49.4K +1,100 +25%
S
424
SignatureFD
Georgia
$247K -$3.82K -88 -2%
CGL
425
Clarius Group LLC
Washington
$243K +$8.19K +189 +3%
15 16
17
18 19