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Ventas
VTR

Overview Fund Activity

642 hedge funds and large institutions have $19.1B invested in Ventas in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 217 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
-13
Holders Change %
-1.98%
% of All Funds
10.86%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
64
Increased
246
Reduced
217
Closed
66
Calls
$94.1M
Puts
$35.4M
Net Calls
+$58.7M
Net Calls Change
-$39.2M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$418M
2
Morgan Stanley
2
Morgan Stanley
New York
$178M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.25B
4
BlackRock
4
BlackRock
New York
$2.22B
5
Deutsche Bank
5
Deutsche Bank
Germany
$298M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$30.8M
2
Invesco
2
Invesco
Georgia
$367M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$7.22M
4
ACM
4
AEW Capital Management
Massachusetts
$140M
5
AAMU
5
APG Asset Management US
New York
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
426
Fort Sheridan Advisors
Illinois
$254K – – –
CGL
427
Clarius Group LLC
Washington
$254K +$21.9K +425 +9%
LOAMS
428
Lombard Odier Asset Management (Switzerland)
Switzerland
$254K +$254K +4,932 New
S
429
SignatureFD
Georgia
$248K -$53.4K -1,038 -18%
SPFA
430
Summit Place Financial Advisors
New Jersey
$247K -$20.6K -400 -8%
CAM
431
Cresset Asset Management
Illinois
$246K -$46.5K -1,313 -16%
BP
432
Ballentine Partners
Massachusetts
$246K -$21.8K -425 -8%
BSW
433
Buckingham Strategic Wealth
Missouri
$246K +$40.5K +788 +20%
PCS
434
Personal CFO Solutions
New Jersey
$245K +$514 +10 +0.2%
SSWM
435
Sheets Smith Wealth Management
North Carolina
$238K – – –
EH
436
Equitable Holdings
New York
$237K +$11.7K +228 +5%
WS
437
Wedbush Securities
California
$236K -$17.1K -331 -7%
Simplex Trading
438
Simplex Trading
Illinois
$235K -$3.55M -69,319 -94%
FHC
439
First Heartland Consultants
Missouri
$235K – – –
WA
440
Wambolt & Associates
Colorado
$233K -$3.45K -67 -1%
CA
441
Cetera Advisors
Colorado
$231K +$3.45K +67 +2%
CIAS
442
Capital Investment Advisory Services
North Carolina
$229K +$669 +13 +0.3%
CCM
443
Coldstream Capital Management
Washington
$229K +$23.9K +464 +12%
Westfield Capital Management
444
Westfield Capital Management
Massachusetts
$228K – – –
AIA
445
Angeles Investment Advisors
California
$226K – – –
BIP
446
Blueprint Investment Partners
North Carolina
$225K +$225K +4,375 New
FTDI
447
First Trust Direct Indexing
Massachusetts
$224K +$462 +9 +0.2%
ASN
448
Advisory Services Network
Georgia
$222K -$42.1K -819 -16%
NP
449
Ninepoint Partners
Ontario, Canada
$222K +$222K +4,326 New
MG
450
Meritage Group
California
$220K +$220K +4,273 New
16 17
18
19 20