608 hedge funds and large institutions have $16B invested in Ventas in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 230 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
55
Increased
217
Reduced
230
Closed
66
Calls
$37.2M
Puts
$39.4M
Net Calls
-$2.16M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
401
WesBanco Bank
West Virginia
$285K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$281K -$1.64K -39 -0.6%
JWCA
403
J.W. Cole Advisors
Florida
$280K -$5.35K -127 -2%
S
404
SignatureFD
Georgia
$272K +$29.9K +709 +12%
Axa
405
Axa
France
$269K -$2.87K -68 -1%
AG
406
Algert Global
California
$268K -$856K -20,317 -76%
PPW
407
Parcion Private Wealth
Washington
$267K
NSIM
408
North Star Investment Management
Illinois
$258K +$93.7K +2,225 +57%
AIA
409
Angeles Investment Advisors
California
$258K +$5.6K +132 +2%
JF
410
Jump Financial
Illinois
$257K +$257K +6,100 New
GT
411
Glenmede Trust
Pennsylvania
$256K -$81K -1,923 -24%
SOAMC
412
Spirit of America Management Corp
New York
$255K
VIM
413
Vista Investment Management
Pennsylvania
$255K -$4.21K -100 -2%
GIM
414
Grassi Investment Management
California
$253K
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$253K +$253K +6,002 New
PA
416
Profund Advisors
Maryland
$249K -$5.69K -135 -2%
IWM
417
IHT Wealth Management
Illinois
$249K -$8.64K -205 -3%
SPFA
418
Summit Place Financial Advisors
New Jersey
$249K
Brown Advisory
419
Brown Advisory
Maryland
$244K +$244K +5,791 New
FAIM
420
Financial Advocates Investment Management
Washington
$243K +$14.1K +335 +6%
FMAEN1
421
Fund Management at Engine No 1
California
$243K +$23.4K +555 +11%
SI
422
Stephens Inc
Arkansas
$241K -$4.59K -109 -2%
GS
423
GTS Securities
New York
$238K +$238K +5,645 New
HI
424
Horizon Investments
North Carolina
$237K +$2.95K +70 +1%
CA
425
Cetera Advisors
Colorado
$237K +$2.61K +62 +1%