We are live on ! Find out more

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
AI
476
Atom Investors
Texas
$344K +$152K +2,420 +71%
HWM
477
HB Wealth Management
Georgia
$342K +$45.6K +725 +14%
VSQM
478
V-Square Quantitative Management
Illinois
$340K -$3.77K -60 -1%
BFG
479
Bleakley Financial Group
New Jersey
$339K +$7.54K +120 +2%
HI
480
Horizon Investments
North Carolina
$335K +$4.59K +73 +1%
IAN
481
Integrated Advisors Network
Texas
$326K +$26.8K +426 +8%
RBFC
482
Roman Butler Fullerton & Co
Missouri
$325K -$11.1K -176 -3%
FC
483
Farringdon Capital
United Kingdom
$323K +$345K +5,486 New
FTWA
484
Fifth Third Wealth Advisors
Ohio
$318K -$2.77K -44 -0.8%
VIM
485
Vista Investment Management
Pennsylvania
$317K -$1.38K -22 -0.4%
NSIM
486
North Star Investment Management
Illinois
$316K -$19.7K -314 -6%
JFG
487
Jefferies Financial Group
New York
$313K +$334K +5,310 New
EWA
488
EverSource Wealth Advisors
Alabama
$310K +$291K +4,630 +727%
CC
489
Corton Capital
Ontario, Canada
$308K +$329K +5,229 New
SW
490
SVB Wealth
Massachusetts
$307K +$327K +5,207 New
PCS
491
Personal CFO Solutions
New Jersey
$305K +$10.8K +172 +3%
SFA
492
Sequoia Financial Advisors
Ohio
$304K +$41.5K +661 +15%
LS
493
Livforsakringsbolaget Skandia
Sweden
$301K
EIA
494
Edgemoor Investment Advisors
Maryland
$301K
PS
495
Principal Securities
Iowa
$300K +$35.3K +562 +12%
RWMH
496
Riverpoint Wealth Management Holdings
Illinois
$300K
OIA
497
OneDigital Investment Advisors
Kansas
$298K -$377 -6 -0.1%
AC
498
Avestar Capital
New York
$295K +$314K +5,000 New
HWA
499
Hilltop Wealth Advisors
North Carolina
$293K -$16.4K -261 -5%
KAS
500
KPP Advisory Services
Kentucky
$292K +$312K +4,960 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.