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Ventas
VTR

693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650 → 693 (+43)

1.35% more ownership

Funds ownership: 94.34% → 95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$161M
2
RC
Resolution Capital
Australia
+$133M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$124M
4
Deutsche Bank
Deutsche Bank
Germany
+$113M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$84.9M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$159M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.1M
3
AAMU
APG Asset Management US
New York
-$79.6M
4
Norges Bank
Norges Bank
Norway
-$52M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
476
Stephens Inc
Arkansas
$225K +$205K +4,381 New
PPW
477
Pasadena Private Wealth
California
$224K +$205K +4,379 New
SFA
478
Sequoia Financial Advisors
Ohio
$223K +$204K +4,358 New
SFI
479
Siemens Fonds Invest
Germany
$222K +$203K +4,335 New
TNA
480
True North Advisors
Texas
$220K +$201K +4,300 New
Brown Advisory
481
Brown Advisory
Maryland
$219K +$200K +4,275 New
AIP
482
Ameritas Investment Partners
Nebraska
$218K -$9.88K -211 -5%
MIM
483
Morningstar Investment Management
Illinois
$218K +$199K +4,258 New
SWP
484
Stratos Wealth Partners
Ohio
$218K -$32.6K -697 -14%
PCS
485
Personal CFO Solutions
New Jersey
$215K +$197K +4,203 New
CI
486
Cigna Investments
Connecticut
$215K +$196K +4,195 New
RJT
487
Raymond James Trust
Florida
$215K +$196K +4,188 New
PS
488
Principal Securities
Iowa
$213K -$7.26K -155 -4%
GWAG
489
Garrett Wealth Advisory Group
Texas
$213K +$195K +4,156 New
LC
490
Lindbrook Capital
California
$213K +$14.3K +306 +8%
CAS
491
Coppell Advisory Solutions
Texas
$211K +$193K +4,116 New
JWCA
492
J.W. Cole Advisors
Florida
$210K +$192K +4,097 New
ISL
493
Ingalls & Snyder LLC
New York
$210K +$192K +4,106 New
HWM
494
HB Wealth Management
Georgia
$207K +$189K +4,039 New
DT
495
Diversified Trust
Tennessee
$207K +$189K +4,039 New
HTIM
496
Harbour Trust & Investment Management
Indiana
$207K -$112K -2,395 -37%
AWS
497
Atria Wealth Solutions
New York
$207K -$37.9K -809 -17%
WFI
498
West Family Investments
California
$206K +$188K +4,013 New
PS
499
Planned Solutions
California
$204K +$186K +3,977 New
P
500
Pitcairn
Pennsylvania
$203K +$186K +3,966 New
18 19
20
21 22

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.