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693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650693 (+43)

1.35% more ownership

Funds ownership: 94.34%95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
451
Qube Research & Technologies (QRT)
United Kingdom
$277K -$8.9M -190,019 -97%
CIS
452
Custom Index Systems
New York
$274K +$28.1K +601 +13%
RBFC
453
Roman Butler Fullerton & Co
Missouri
$271K -$58.4K -1,247 -19%
BWP
454
Balboa Wealth Partners
Arizona
$270K -$46.8K -1,000 -16%
WIM
455
Warwick Investment Management
Texas
$270K +$28.8K +616 +13%
EI
456
Ellevest Inc
New York
$270K +$21.5K +459 +10%
IAN
457
Integrated Advisors Network
Texas
$268K +$11K +235 +5%
HWA
458
Hilltop Wealth Advisors
North Carolina
$268K -$515 -11 -0.2%
NW
459
NewEdge Wealth
Pennsylvania
$266K -$6.32K -135 -3%
SW
460
SVB Wealth
Massachusetts
$264K -$47.9K -1,023 -17%
EIA
461
Edgemoor Investment Advisors
Maryland
$262K -$263K -5,620 -52%
CTC
462
Cetera Trust Company
Minnesota
$261K
RWMH
463
Riverpoint Wealth Management Holdings
Illinois
$261K
MFG
464
Mendota Financial Group
Wisconsin
$259K -$188K -4,014 -44%
CTC
465
Central Trust Company
Missouri
$256K -$8.52K -182 -4%
BRWA
466
B. Riley Wealth Advisors
Florida
$253K -$181K -3,871 -44%
PMA
467
Prudent Man Advisors
Illinois
$249K +$11.8K +253 +6%
WOC
468
West Oak Capital
California
$246K
OIA
469
OneDigital Investment Advisors
Kansas
$245K +$223K +4,772 New
FTC
470
Farmers Trust Company
Ohio
$242K -$2.19M -46,699 -91%
CP
471
Camelot Portfolios
Ohio
$238K +$218K +4,648 New
BCP
472
Blackhawk Capital Partners
Wisconsin
$236K +$215K +4,599 New
NEI
473
Northwest & Ethical Investments
Ontario, Canada
$231K +$65.6K +1,400 +45%
C
474
Certuity
Florida
$230K +$210K +4,491 New
IWM
475
IHT Wealth Management
Illinois
$229K -$45.3K -967 -18%

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.