VTR icon

Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
426
Stephens Inc
Arkansas
$281K -$4.49K -90 -2%
IWM
427
IHT Wealth Management
Illinois
$280K -$14.2K -285 -5%
VIM
428
Vista Investment Management
Pennsylvania
$279K -$22.4K -450 -7%
IAS
429
Insigneo Advisory Services
Florida
$277K +$201 +4 +0.1%
NIM
430
NEOS Investment Management
Connecticut
$276K +$276K +5,533 New
SWP
431
Stratos Wealth Partners
Ohio
$274K +$6.28K +126 +2%
SFA
432
Sequoia Financial Advisors
Ohio
$273K +$273K +5,487 New
TC
433
Truvestments Capital
Florida
$268K -$70.7K -1,418 -21%
NW
434
NewEdge Wealth
Pennsylvania
$265K -$3.09K -62 -1%
Lazard Asset Management
435
Lazard Asset Management
New York
$264K +$263K +5,286 +44,050%
VSQM
436
V-Square Quantitative Management
Illinois
$262K – – –
HWA
437
Hilltop Wealth Advisors
North Carolina
$261K – – –
CCM
438
Coldstream Capital Management
Washington
$260K +$9.47K +190 +4%
CP
439
Camelot Portfolios
Ohio
$257K +$257K +5,153 New
CTC
440
Central Trust Company
Missouri
$257K – – –
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$254K -$44.8K -899 -15%
CTC
442
Cetera Trust Company
Minnesota
$254K +$254K +5,100 New
RWMH
443
Riverpoint Wealth Management Holdings
Illinois
$254K – – –
Bessemer Group
444
Bessemer Group
New Jersey
$253K +$20.8K +416 +9%
HWAM
445
Hennion & Walsh Asset Management
New Jersey
$252K +$252K +5,055 New
DC
446
Davenport & Co
Virginia
$248K -$89.6K -1,797 -27%
AWS
447
Atria Wealth Solutions
New York
$245K -$239K -4,788 -49%
PMA
448
Prudent Man Advisors
Illinois
$245K -$2.19K -44 -0.9%
LFAS
449
Level Four Advisory Services
Texas
$237K +$237K +4,760 New
CW
450
CreativeOne Wealth
Kansas
$237K -$14.6K -293 -6%
16 17
18
19 20