689 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 245 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+42
Holders Change %
+6.49%
% of All Funds
10.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
110
Increased
245
Reduced
233
Closed
59
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
451
Roman Butler Fullerton & Co
Missouri
$271K -$65K -1,247 -19%
BWP
452
Balboa Wealth Partners
Arizona
$270K -$51.3K -1,000 -16%
WIM
453
Warwick Investment Management
Texas
$270K +$31.6K +616 +13%
EI
454
Ellevest Inc
New York
$270K +$23.5K +459 +10%
IAN
455
Integrated Advisors Network
Texas
$268K +$12K +235 +5%
HWA
456
Hilltop Wealth Advisors
North Carolina
$268K -$564 -11 -0.2%
NW
457
NewEdge Wealth
Pennsylvania
$266K -$6.92K -135 -3%
SW
458
SVB Wealth
Massachusetts
$264K -$52.4K -1,023 -17%
EIA
459
Edgemoor Investment Advisors
Maryland
$262K -$288K -5,620 -52%
CTC
460
Cetera Trust Company
Minnesota
$261K
RWMH
461
Riverpoint Wealth Management Holdings
Illinois
$261K
MFG
462
Mendota Financial Group
Wisconsin
$259K -$206K -4,014 -44%
CTC
463
Central Trust Company
Missouri
$256K -$9.33K -182 -4%
BRWA
464
B. Riley Wealth Advisors
Florida
$253K -$198K -3,871 -44%
PMA
465
Prudent Man Advisors
Illinois
$249K +$13K +253 +6%
WOC
466
West Oak Capital
California
$246K
OIA
467
OneDigital Investment Advisors
Kansas
$245K +$245K +4,772 New
FTC
468
Farmers Trust Company
Ohio
$242K -$2.39M -46,699 -91%
CP
469
Camelot Portfolios
Ohio
$238K +$238K +4,648 New
BCP
470
Blackhawk Capital Partners
Wisconsin
$236K +$236K +4,599 New
NEI
471
Northwest & Ethical Investments
Ontario, Canada
$231K +$71.8K +1,400 +45%
C
472
Certuity
Florida
$230K +$230K +4,491 New
IWM
473
IHT Wealth Management
Illinois
$229K -$49.9K -967 -18%
SI
474
Stephens Inc
Arkansas
$225K +$225K +4,381 New
PPW
475
Pasadena Private Wealth
California
$224K +$224K +4,379 New