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757 hedge funds and large institutions have $25.3B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 72

33% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 229

5% more funds holding

Funds holding: 721757 (+36)

1.64% more ownership

Funds ownership: 96.35%97.99% (+1.6%)

4% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $45.6M

1% less capital invested

Capital invested by funds: $25.6B → $25.3B (-$317M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
757
Holders Change
+36
Holders Change %
+4.99%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
116
Increased
304
Reduced
229
Closed
72
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
426
Assenagon Asset Management
Luxembourg
$476K -$4.96K -79 -1%
LSPW
427
Lake Street Private Wealth
Illinois
$468K -$72.3K -1,150 -13%
CCP
428
Carmel Capital Partners
California
$468K +$12.3K +195 +3%
DDC
429
DF Dent & Co
Maryland
$468K -$64.4K -1,025 -11%
EF
430
Empowered Funds
Pennsylvania
$462K +$50.1K +797 +11%
SYBT
431
Stock Yards Bank & Trust
Kentucky
$460K -$103K -1,644 -17%
VIA
432
Virtus Investment Advisers
Connecticut
$459K +$245K +3,900 +100%
EI
433
Ellevest Inc
New York
$456K +$155K +2,474 +47%
MA
434
Mutual Advisors
Nebraska
$455K -$2.33K -37 -0.5%
NGA
435
Naples Global Advisors
Florida
$455K -$31.4K -500 -6%
GT
436
Glenmede Trust
Pennsylvania
$447K +$24.1K +383 +5%
GFM
437
GF Fund Management
China
$444K +$474K +7,537 New
CFSG
438
Community Financial Services Group
Vermont
$444K -$378K -6,020 -44%
SAM
439
Shell Asset Management
Netherlands
$439K -$23.9K -381 -5%
WT
440
Whittier Trust
California
$433K -$47.8K -761 -9%
CPCPP
441
Canada Post Corporation Pension Plan
Canada
$425K +$454K +7,225 New
PAG
442
Private Advisor Group
New Jersey
$418K -$91K -1,448 -17%
GI
443
GAMCO Investors
Connecticut
$413K +$441K +7,021 New
BCA
444
Bay Colony Advisors
Massachusetts
$410K -$4.08K -65 -0.9%
CW
445
CreativeOne Wealth
Kansas
$400K +$186K +2,964 +78%
WB
446
WesBanco Bank
West Virginia
$398K
HAG
447
HighPoint Advisor Group
Illinois
$396K +$11.4K +181 +3%
CCG
448
Cypress Capital Group
Florida
$395K -$12.5K -199 -3%
PG
449
Patten Group
Tennessee
$383K +$69.9K +1,112 +21%
WA
450
Waddell & Associates
Tennessee
$381K +$407K +6,478 New

VTR Hedge Fund Activity: Q4 2024 in Review

757 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2024, worth a combined $25.3B — down 1.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new VTR positions and 72 closed out — a net gain of 44 holders — while 304 added to existing stakes and 229 trimmed.

The largest buyer was Northern Trust, adding an estimated $148M. The largest seller was Resolution Capital, cutting an estimated $127M.

  • 757 institutional investors held Ventas (VTR) as of Q4 2024, up from 721 in Q3 2024.
  • Funds reported $25.3B of Ventas stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 116 funds opened new Ventas positions in Q4 2024 and 72 closed out, a net change of +44 holders.
  • The largest Ventas buyer in Q4 2024 was Northern Trust, an estimated $148M added.
  • The largest Ventas seller in Q4 2024 was Resolution Capital, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.