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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
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$381K +$12.4K +198 +3%
KI
452
Kapitalo Investimentos
Brazil
$380K +$406K +6,459 New
PA
453
Profund Advisors
Maryland
$379K -$323K -5,135 -44%
P
454
&Partners
Tennessee
$378K +$120K +1,913 +42%
VAS
455
Vestmark Advisory Solutions
Massachusetts
$375K -$8.86K -141 -2%
Bessemer Group
456
Bessemer Group
New Jersey
$375K -$16.7K -266 -4%
PPW
457
Parcion Private Wealth
Washington
$373K
MSA
458
MUFG Securities Americas
New York
$371K +$396K +6,294 New
MWM
459
Manske Wealth Management
Texas
$371K +$395K +6,293 New
PWW
460
Pettyjohn Wood & White
Virginia
$368K -$3.14K -50 -0.8%
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$367K -$53.6K -853 -12%
AG
462
Ascent Group
Virginia
$367K +$391K +6,227 New
CCM
463
Coldstream Capital Management
Washington
$366K +$2.14K +34 +0.6%
Walleye Capital
464
Walleye Capital
New York
$365K +$86K +1,368 +28%
Los Angeles Capital Management
465
Los Angeles Capital Management
California
$364K -$164K -2,611 -30%
IWC
466
Integrated Wealth Concepts
Massachusetts
$363K -$440 -7 -0.1%
PWMG
467
Prestige Wealth Management Group
New Jersey
$361K +$36.7K +584 +11%
SCM
468
Stevens Capital Management
Pennsylvania
$360K +$385K +6,121 New
CG
469
Caprock Group
Idaho
$359K +$161K +2,565 +74%
NP
470
NorthRock Partners
Minnesota
$354K -$34.3K -546 -8%
WC
471
Wexford Capital
Florida
$353K +$377K +6,000 New
GIM
472
Grassi Investment Management
California
$353K
EFS
473
Essex Financial Services
Connecticut
$351K -$566 -9 -0.2%
SPFA
474
Summit Place Financial Advisors
New Jersey
$347K
CS
475
Capital Square
Tennessee
$345K -$99K -1,576 -22%

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.