647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
426
Focus Partners Wealth
Massachusetts
$278K -$3.49K -80 -1%
PPW
427
Parcion Private Wealth
Washington
$276K
NP
428
NorthRock Partners
Minnesota
$275K +$275K +6,263 New
GT
429
Glenmede Trust
Pennsylvania
$274K -$11.1K -256 -4%
BWP
430
Balboa Wealth Partners
Arizona
$273K -$44.6K -1,025 -14%
UB
431
UMB Bank
Missouri
$271K -$65K -1,494 -19%
SW
432
SVB Wealth
Massachusetts
$268K +$5.53K +127 +2%
HWAM
433
Hennion & Walsh Asset Management
New Jersey
$268K +$48.2K +1,108 +22%
PI
434
PGGM Investments
Netherlands
$266K +$266K +6,098 New
GT
435
Glenview Trust
Kentucky
$265K -$44.4K -1,020 -14%
PA
436
Profund Advisors
Maryland
$264K -$47.8K -1,097 -15%
CC
437
Corton Capital
Ontario, Canada
$261K -$203K -4,668 -44%
GIM
438
Grassi Investment Management
California
$261K
I
439
InceptionR
California
$259K +$259K +5,955 New
SPFA
440
Summit Place Financial Advisors
New Jersey
$257K
HI
441
Horizon Investments
North Carolina
$255K +$6.44K +148 +3%
BFG
442
Bleakley Financial Group
New Jersey
$251K -$17.3K -397 -6%
SW
443
Simplicity Wealth
New Jersey
$250K +$250K +5,741 New
NSIM
444
North Star Investment Management
Illinois
$247K +$44 +1 +0%
NW
445
NewEdge Wealth
Pennsylvania
$246K
IAS
446
Insigneo Advisory Services
Florida
$244K +$1.67K +38 +0.7%
VIM
447
Vista Investment Management
Pennsylvania
$244K
LFAS
448
Level Four Advisory Services
Texas
$237K
IWM
449
IHT Wealth Management
Illinois
$235K -$9.88K -227 -4%
EF
450
Empowered Funds
Pennsylvania
$235K +$47.1K +1,082 +25%