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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 %
CAS
451
Coppell Advisory Solutions
Texas
$154K +$154K +3,413 New
CASC
452
Coppell Advisory Solutions Corp
Texas
$154K +$154K +3,413 New
EI
453
Ellevest Inc
New York
$151K +$35.4K +785 +31%
LC
454
Lindbrook Capital
California
$145K -$3.15K -70 -2%
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K +$11.3K +250 +9%
CWM
456
CarsonAllaria Wealth Management
Illinois
$133K +$901 +20 +0.7%
QCG
457
Quadrant Capital Group
Ohio
$125K +$19.2K +426 +18%
SSG
458
Summit Securities Group
New York
$122K +$52.4K +1,161 +75%
GC
459
Globeflex Capital
California
$117K +$117K +2,600 New
CG
460
Cutler Group
California
$103K +$4.32K +96 +4%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$100K +$49.5K +1,099 +98%
Federated Hermes
462
Federated Hermes
Pennsylvania
$96.1K -$141K -3,130 -59%
HIA
463
Harbor Investment Advisory
Maryland
$84.3K +$20.9K +464 +33%
NSIM
464
North Star Investment Management
Illinois
$83.4K +$721 +16 +0.9%
AWM
465
Avior Wealth Management
Nebraska
$83.3K – – –
IGWM
466
ICA Group Wealth Management
Colorado
$81.6K +$81.6K +1,812 New
M
467
MOTCO
Texas
$75.8K +$3.78K +84 +5%
CA
468
CoreCap Advisors
Michigan
$74.7K +$74.7K +1,657 New
SIS
469
Sound Income Strategies
Florida
$73.5K -$3.24K -72 -4%
HWMA
470
Heritage Wealth Management (Arizona)
Arizona
$72.1K +$34.5K +765 +92%
WOSD
471
WFA of San Diego
California
$70.7K +$70.7K +1,570 New
BONH
472
Bank of New Hampshire
New Hampshire
$70K – – –
AA
473
Alta Advisers
United Kingdom
$68K – – –
First Manhattan
474
First Manhattan
New York
$63.1K – – –
GRP
475
Global Retirement Partners
California
$62.4K +$8.74K +194 +16%
17 18
19
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