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Ventas
VTR

Overview Fund Activity

644 hedge funds and large institutions have $20B invested in Ventas in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
11.24%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
82
Increased
237
Reduced
205
Closed
61
Calls
$268M
Puts
$85.5M
Net Calls
+$183M
Net Calls Change
+$52.9M

Top Buyers

1
ZP
Zimmer Partners
New York
+$196M
2
CIM
Centersquare Investment Management
Pennsylvania
+$150M
3
Principal Financial Group
Principal Financial Group
Iowa
+$142M
4
Citadel Advisors
Citadel Advisors
Florida
+$73.3M
5
ACM
AEW Capital Management
Massachusetts
+$52.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$289M
2
BC
Brookfield Corp
Ontario, Canada
-$106M
3
Capital International Investors
Capital International Investors
California
-$94.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$55.3M
5
CCM
Camber Capital Management
Massachusetts
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
426
Hilltop Wealth Advisors
North Carolina
$299K – – –
WA
427
Wambolt & Associates
Colorado
$298K -$4.46K -78 -1%
WOC
428
West Oak Capital
California
$293K – – –
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$290K -$21.6K -378 -7%
SOAMC
430
Spirit of America Management Corp
New York
$288K – – –
PCS
431
Personal CFO Solutions
New Jersey
$284K +$25.7K +450 +10%
LOAMS
432
Lombard Odier Asset Management (Switzerland)
Switzerland
$284K +$284K +4,965 New
SWM
433
Strategic Wealth Management
Washington
$282K – – –
FHC
434
First Heartland Consultants
Missouri
$282K +$6.67K +117 +2%
HCM
435
Hodges Capital Management
Texas
$280K – – –
FDS
436
First Dallas Securities
Texas
$280K – – –
FWIA
437
Fort Washington Investment Advisors
Ohio
$280K +$280K +4,900 New
Walleye Trading
438
Walleye Trading
New York
$279K +$279K +4,888 New
GVAG
439
Great Valley Advisor Group
Delaware
$273K +$2.68K +47 +1%
FHB
440
First Hawaiian Bank
Hawaii
$272K +$272K +4,774 New
SSWM
441
Sheets Smith Wealth Management
North Carolina
$270K – – –
IA
442
IFP Advisors
Florida
$268K +$16.6K +293 +7%
SBIA
443
Sheaff Brock Investment Advisors
Indiana
$266K -$11.4K -200 -4%
LCM
444
Leisure Capital Management
California
$264K +$264K +4,628 New
CI
445
Conning Inc
Connecticut
$259K -$25.2K -442 -9%
FI
446
Financial Insights
Washington
$256K +$256K +448 New
Westfield Capital Management
447
Westfield Capital Management
Massachusetts
$254K – – –
AIA
448
Angeles Investment Advisors
California
$251K – – –
CA
449
Cetera Advisors
Colorado
$250K -$74.8K -1,310 -23%
FTDI
450
First Trust Direct Indexing
Massachusetts
$238K +$238K +4,164 New
16 17
18
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