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Ventas
VTR

Overview Fund Activity

689 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 245 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+42
Holders Change %
+6.49%
% of All Funds
10.02%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
110
Increased
245
Reduced
233
Closed
59
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
2
RC
Resolution Capital
Australia
+$145M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$135M
4
Deutsche Bank
Deutsche Bank
Germany
+$123M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$93M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$174M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.9M
3
AAMU
APG Asset Management US
New York
-$86.5M
4
Norges Bank
Norges Bank
Norway
-$56.9M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
$223K +$223K +4,358 New
SFI
477
Siemens Fonds Invest
Germany
$222K +$222K +4,335 New
TNA
478
True North Advisors
Texas
$220K +$220K +4,300 New
Brown Advisory
479
Brown Advisory
Maryland
$219K +$219K +4,275 New
AIP
480
Ameritas Investment Partners
Nebraska
$218K -$10.8K -211 -5%
MIM
481
Morningstar Investment Management
Illinois
$218K +$218K +4,258 New
SWP
482
Stratos Wealth Partners
Ohio
$218K -$35.7K -697 -14%
PCS
483
Personal CFO Solutions
New Jersey
$215K +$215K +4,203 New
CI
484
Cigna Investments
Connecticut
$215K +$215K +4,195 New
RJT
485
Raymond James Trust
Florida
$215K +$215K +4,188 New
PS
486
Principal Securities
Iowa
$213K -$7.95K -155 -4%
GWAG
487
Garrett Wealth Advisory Group
Texas
$213K +$213K +4,156 New
LC
488
Lindbrook Capital
California
$213K +$15.7K +306 +8%
CAS
489
Coppell Advisory Solutions
Texas
$211K +$211K +4,116 New
JWCA
490
J.W. Cole Advisors
Florida
$210K +$210K +4,097 New
ISL
491
Ingalls & Snyder LLC
New York
$210K +$210K +4,106 New
HWM
492
HB Wealth Management
Georgia
$207K +$207K +4,039 New
DT
493
Diversified Trust
Tennessee
$207K +$207K +4,039 New
HTIM
494
Harbour Trust & Investment Management
Indiana
$207K -$123K -2,395 -37%
AWS
495
Atria Wealth Solutions
New York
$207K -$41.5K -809 -17%
WFI
496
West Family Investments
California
$206K +$206K +4,013 New
PS
497
Planned Solutions
California
$204K +$204K +3,977 New
P
498
Pitcairn
Pennsylvania
$203K +$203K +3,966 New
SCA
499
Snowden Capital Advisors
New York
$203K +$203K +3,962 New
BFM
500
Boothbay Fund Management
New York
$202K +$202K +3,947 New
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