626 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
71
Increased
229
Reduced
226
Closed
57
Calls
$66.2M
Puts
$32.8M
Net Calls
+$33.4M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
476
Carolinas Wealth Consulting
North Carolina
$113K +$239 +5 +0.2%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$106K +$1.23K +26 +1%
Federated Hermes
478
Federated Hermes
Pennsylvania
$97.5K +$4.25K +90 +5%
GC
479
Globeflex Capital
California
$94.5K +$94.5K +2,000 New
IGWM
480
ICA Group Wealth Management
Colorado
$91.5K +$47 +1 +0.1%
HIA
481
Harbor Investment Advisory
Maryland
$88.5K
PA
482
Parallel Advisors
California
$87.8K +$15.1K +319 +21%
AWM
483
Avior Wealth Management
Nebraska
$87.4K -$7.89K -167 -8%
HI
484
Harbour Investments
Wisconsin
$83.5K -$242K -5,111 -74%
BWL
485
Bogart Wealth LLC
Virginia
$83.4K +$756 +16 +0.9%
M
486
MOTCO
Texas
$83.1K +$95 +2 +0.1%
M
487
Mirova
France
$81.4K -$33.6K -711 -29%
GRP
488
Global Retirement Partners
California
$80.7K +$2.08K +44 +3%
SIS
489
Sound Income Strategies
Florida
$74.9K -$2.32K -49 -3%
AA
490
Alta Advisers
United Kingdom
$70.9K
SWM
491
Spire Wealth Management
Virginia
$69.6K -$2.51K -53 -3%
WOSD
492
WFA of San Diego
California
$69.5K +$69.5K +1,470 New
MWA
493
Moser Wealth Advisors
Washington
$61.7K +$61.7K +1,305 New
BONH
494
Bank of New Hampshire
New Hampshire
$59.1K -$13.9K -294 -19%
VSQM
495
V-Square Quantitative Management
Illinois
$59.1K +$59.1K +1,250 New
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.6K
BFEC
497
Benjamin F. Edwards & Company
Missouri
$54K -$563 -12 -1%
AW
498
Avion Wealth
Texas
$54K
GWM
499
Geneos Wealth Management
Colorado
$52K
IA
500
IFP Advisors
Florida
$51.4K -$21.6K -457 -30%