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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
RIM
26
Rush Island Management
New York
$182M +$110M +1,754,494 +131%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$176M +$951K +15,139 +0.5%
DPIM
28
Duff & Phelps Investment Management
Illinois
$168M +$309K +4,920 +0.2%
CI Investments Inc
29
CI Investments Inc
Ontario, Canada
$166M +$3.29M +52,318 +2%
Goldman Sachs
30
Goldman Sachs
New York
$153M +$7.79M +124,008 +5%
Renaissance Technologies
31
Renaissance Technologies
New York
$147M +$56.3M +896,717 +56%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$141M +$28.5M +453,425 +23%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$117M -$73.8K -1,174 -0.1%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$103M +$82.9M +1,318,631 +305%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$94M -$14M -223,179 -12%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$93.3M -$9.35M -148,796 -9%
UBS Group
37
UBS Group
Switzerland
$91.8M -$7.15M -113,709 -7%
Bank of America
38
Bank of America
North Carolina
$90.4M -$66.1M -1,051,236 -41%
AP
39
Antipodes Partners
Australia
$87.4M +$2.12M +33,670 +2%
Marshall Wace
40
Marshall Wace
United Kingdom
$85.8M +$85.7M +1,364,504 +1,490%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$83.9M +$5.96M +94,791 +7%
Franklin Resources
42
Franklin Resources
California
$78.7M +$5.24M +83,383 +7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$78.7M +$12.5M +198,974 +18%
Amundi
44
Amundi
France
$76.2M +$1.54M +24,483 +2%
SEI Investments
45
SEI Investments
Pennsylvania
$70.8M -$8.33M -132,551 -10%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$70.3M +$13M +207,420 +21%
Swiss National Bank
47
Swiss National Bank
Switzerland
$69M -$1.87M -29,700 -2%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$68.7M +$67.7M +1,076,803 +1,196%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$68.7M -$2.75M -43,834 -4%
ZP
50
Zimmer Partners
New York
$67.7M +$72.3M +1,149,931 New

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.