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721 hedge funds and large institutions have $25.6B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

29% more capital invested

Capital invested by funds: $19.8B → $25.6B (+$5.8B)

28% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $46M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

4% more funds holding

Funds holding: 693721 (+28)

0.66% more ownership

Funds ownership: 95.69%96.35% (+0.66%)

Holders
721
Holders Change
+28
Holders Change %
+4.04%
% of All Funds
10.35%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
96
Increased
289
Reduced
231
Closed
60
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
476
J.W. Cole Advisors
Florida
$308K +$40.8K +699 +17%
PP
477
Prudential plc
United Kingdom
$307K -$337K -5,778 -55%
FTC
478
Farmers Trust Company
Ohio
$298K -$3.91K -67 -1%
CM
479
Cercano Management
Washington
$296K +$269K +4,610 New
P
480
&Partners
Tennessee
$293K +$267K +4,568 New
PS
481
Principal Securities
Iowa
$291K +$22.1K +378 +9%
CAS
482
Coppell Advisory Solutions
Texas
$290K +$24.9K +427 +10%
SFA
483
Sequoia Financial Advisors
Ohio
$289K +$8.58K +147 +3%
RJT
484
Raymond James Trust
Florida
$288K +$18K +309 +7%
FG
485
Foresight Group
United Kingdom
$286K +$350K +6,000 New
SFI
486
Siemens Fonds Invest
Germany
$278K
TNA
487
True North Advisors
Texas
$276K
AIP
488
Ameritas Investment Partners
Nebraska
$273K
SWP
489
Stratos Wealth Partners
Ohio
$270K -$2.69K -46 -1%
AFG
490
Atomi Financial Group
New York
$269K +$245K +4,196 New
CI
491
Cigna Investments
Connecticut
$269K
GWAG
492
Garrett Wealth Advisory Group
Texas
$269K +$1.99K +34 +0.8%
LC
493
Lindbrook Capital
California
$265K -$817 -14 -0.3%
SCA
494
Snowden Capital Advisors
New York
$261K +$6.54K +112 +3%
DT
495
Diversified Trust
Tennessee
$260K +$1.05K +18 +0.4%
Brown Advisory
496
Brown Advisory
Maryland
$259K -$13.5K -232 -5%
LWAM
497
Legacy Wealth Asset Management
Minnesota
$259K +$236K +4,034 New
WFI
498
West Family Investments
California
$258K +$525 +9 +0.2%
C
499
Certuity
Florida
$256K -$29K -496 -11%
PS
500
Planned Solutions
California
$255K

VTR Hedge Fund Activity: Q3 2024 in Review

721 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2024, worth a combined $25.6B — up 29% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTR positions and 60 closed out — a net gain of 36 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was Citadel Advisors, cutting an estimated $205M.

  • 721 institutional investors held Ventas (VTR) as of Q3 2024, up from 693 in Q2 2024.
  • Funds reported $25.6B of Ventas stock for Q3 2024, up 29% quarter-over-quarter.
  • 96 funds opened new Ventas positions in Q3 2024 and 60 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q3 2024 was UBS AM, an estimated $206M added.
  • The largest Ventas seller in Q3 2024 was Citadel Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.