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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
BBVA
401
Banco Bilbao Vizcaya Argentaria
Spain
$603K -$306K -4,863 -32%
Walleye Trading
402
Walleye Trading
New York
$599K +$639K +10,176 New
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$597K -$114K -1,818 -15%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$588K +$180K +2,872 +40%
MYAM
405
Meiji Yasuda Asset Management
Japan
$587K -$357K -5,689 -36%
IGAM
406
iA Global Asset Management
Quebec, Canada
$583K +$622K +9,904 New
FSA
407
Fort Sheridan Advisors
Illinois
$583K
BP
408
Ballentine Partners
Massachusetts
$580K +$19.8K +315 +3%
AI
409
Atria Investments
North Carolina
$575K -$319K -5,080 -34%
ECM
410
Everence Capital Management
Indiana
$566K -$104K -1,660 -15%
IAA
411
Independent Advisor Alliance
North Carolina
$561K +$19.8K +315 +3%
TI
412
Tidal Investments
Wisconsin
$551K -$37.3K -594 -6%
AA
413
AlphaMark Advisors
Kentucky
$550K -$10.7K -170 -2%
PI
414
PGGM Investments
Netherlands
$541K +$390K +6,201 +208%
Capstone Investment Advisors
415
Capstone Investment Advisors
New York
$541K +$138K +2,204 +32%
CL
416
Choreo LLC
Illinois
$524K -$88.9K -1,415 -14%
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$522K +$152K +2,424 +38%
NWAG
418
Net Worth Advisory Group
Utah
$520K +$180K +2,871 +48%
KA
419
Kintegral Advisory
New York
$519K -$25.6K -407 -4%
V
420
ViaWealth
Kansas
$514K -$943 -15 -0.2%
RSWM
421
Robertson Stephens Wealth Management
California
$510K +$566 +9 +0.1%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$503K +$189 +3 +0%
GI
423
GAMMA Investing
California
$489K +$59.7K +950 +13%
S
424
SignatureFD
Georgia
$487K +$9.87K +157 +2%
CIM
425
Contravisory Investment Management
Massachusetts
$480K

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.