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721 hedge funds and large institutions have $25.6B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

29% more capital invested

Capital invested by funds: $19.8B → $25.6B (+$5.8B)

28% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $46M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

4% more funds holding

Funds holding: 693721 (+28)

0.66% more ownership

Funds ownership: 95.69%96.35% (+0.66%)

Holders
721
Holders Change
+28
Holders Change %
+4.04%
% of All Funds
10.35%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
96
Increased
289
Reduced
231
Closed
60
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
451
Bleakley Financial Group
New Jersey
$362K +$11.9K +203 +4%
HI
452
Horizon Investments
North Carolina
$357K -$18.7K -321 -5%
PWMG
453
Prestige Wealth Management Group
New Jersey
$353K +$299K +5,117 +1,309%
P
454
Pitcairn
Pennsylvania
$350K +$87.5K +1,499 +38%
RBFC
455
Roman Butler Fullerton & Co
Missouri
$349K +$13.5K +232 +4%
FTWA
456
Fifth Third Wealth Advisors
Ohio
$349K +$94.3K +1,615 +42%
VIM
457
Vista Investment Management
Pennsylvania
$347K -$8.29K -142 -3%
PG
458
Patten Group
Tennessee
$346K -$211K -3,609 -40%
WIM
459
Warwick Investment Management
Texas
$345K +$7.12K +122 +2%
WAM
460
Wolverine Asset Management
Illinois
$340K +$309K +5,300 New
EI
461
Ellevest Inc
New York
$338K +$817 +14 +0.3%
HWA
462
Hilltop Wealth Advisors
North Carolina
$335K
SI
463
Stephens Inc
Arkansas
$332K +$46.1K +789 +18%
IAN
464
Integrated Advisors Network
Texas
$328K -$7.12K -122 -2%
EIA
465
Edgemoor Investment Advisors
Maryland
$327K
RWMH
466
Riverpoint Wealth Management Holdings
Illinois
$327K
HWM
467
HB Wealth Management
Georgia
$326K +$61.2K +1,048 +26%
LS
468
Livforsakringsbolaget Skandia
Sweden
$326K +$257K +4,400 +647%
OIA
469
OneDigital Investment Advisors
Kansas
$325K +$17.4K +298 +6%
CTC
470
Cetera Trust Company
Minnesota
$322K -$4.38K -75 -1%
PCS
471
Personal CFO Solutions
New Jersey
$322K +$47.4K +811 +19%
FPAS
472
Focus Partners Advisor Solutions
Missouri
$312K -$33.5K -574 -11%
PMA
473
Prudent Man Advisors
Illinois
$311K
SMA
474
Sage Mountain Advisors
Georgia
$311K +$283K +4,845 New
Walleye Capital
475
Walleye Capital
New York
$310K -$525K -8,994 -65%

VTR Hedge Fund Activity: Q3 2024 in Review

721 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2024, worth a combined $25.6B — up 29% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTR positions and 60 closed out — a net gain of 36 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was Citadel Advisors, cutting an estimated $205M.

  • 721 institutional investors held Ventas (VTR) as of Q3 2024, up from 693 in Q2 2024.
  • Funds reported $25.6B of Ventas stock for Q3 2024, up 29% quarter-over-quarter.
  • 96 funds opened new Ventas positions in Q3 2024 and 60 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q3 2024 was UBS AM, an estimated $206M added.
  • The largest Ventas seller in Q3 2024 was Citadel Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.