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Ventas
VTR

Overview Fund Activity

619 hedge funds and large institutions have $17B invested in Ventas in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+9
Holders Change %
+1.48%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
91
Increased
216
Reduced
225
Closed
71
Calls
$63.6M
Puts
$62.3M
Net Calls
+$1.35M
Net Calls Change
-$29.9M

Top Buyers

1
RC
Resolution Capital
Australia
+$125M
2
DPIM
Duff & Phelps Investment Management
Illinois
+$110M
3
BlackRock
BlackRock
New York
+$103M
4
Deutsche Bank
Deutsche Bank
Germany
+$43.8M
5
Morgan Stanley
Morgan Stanley
New York
+$40.9M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
-$70.3M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$28.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$24.4M
4
Goldman Sachs
Goldman Sachs
New York
-$23.3M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
426
Cipher Capital
New York
$234K -$1.64M -36,337 -87%
WOC
427
West Oak Capital
California
$232K – – –
RWMH
428
Riverpoint Wealth Management Holdings
Illinois
$230K – – –
DSC
429
Duncker Streett & Co
Missouri
$229K +$315 +7 +0.1%
FTDI
430
First Trust Direct Indexing
Massachusetts
$229K +$229K +5,082 New
VHAM
431
Van Hulzen Asset Management
California
$227K +$227K +3,944 New
SI
432
Stephens Inc
Arkansas
$225K -$4.73K -105 -2%
CI
433
Cigna Investments
Connecticut
$224K +$224K +4,958 New
FSA
434
Fort Sheridan Advisors
Illinois
$223K +$223K +4,946 New
LOAMS
435
Lombard Odier Asset Management (Switzerland)
Switzerland
$222K +$222K +4,932 New
PMA
436
Prudent Man Advisors
Illinois
$222K +$222K +4,931 New
SPFA
437
Summit Place Financial Advisors
New Jersey
$221K +$221K +4,900 New
PCS
438
Personal CFO Solutions
New Jersey
$219K +$219K +4,869 New
T
439
TOBAM
France
$217K +$53.9K +1,196 +33%
CP
440
Camelot Portfolios
Ohio
$209K -$312K -6,935 -60%
CW
441
CreativeOne Wealth
Kansas
$206K +$206K +4,566 New
IAIM
442
International Assets Investment Management
Florida
$205K +$205K +4,554 New
WA
443
Wambolt & Associates
Colorado
$201K +$201K +4,471 New
SWM
444
SeaCrest Wealth Management
New York
$201K +$201K +4,461 New
Westfield Capital Management
445
Westfield Capital Management
Massachusetts
$200K +$200K +4,442 New
IAS
446
Insigneo Advisory Services
Florida
$200K +$200K +4,400 New
BEI
447
Benjamin Edwards Inc
Missouri
$193K -$30.1K -670 -13%
Bessemer Group
448
Bessemer Group
New Jersey
$186K -$43.9K -972 -19%
MCC
449
Money Concepts Capital
Florida
$173K +$84.3K +1,871 +95%
CWC
450
Carolinas Wealth Consulting
North Carolina
$168K +$91 +2 +0.1%
16 17
18
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