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Ventas
VTR

Overview Fund Activity

749 hedge funds and large institutions have $25.2B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 299 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+36
Holders Change %
+5.05%
% 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
0.15%
New
114
Increased
299
Reduced
229
Closed
70
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$366M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$190M
4
RIM
4
Rush Island Management
New York
$182M
5
BlackRock
5
BlackRock
New York
$2.81B

Top Sellers

1
RC
1
Resolution Capital
Australia
$420M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.29B
3
AAMU
3
APG Asset Management US
New York
$685M
4
Bank of America
4
Bank of America
North Carolina
$90.4M
5
Prudential Financial
5
Prudential Financial
New Jersey
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
476
Integrated Advisors Network
Texas
$326K +$25.1K +426 +8%
RBFC
477
Roman Butler Fullerton & Co
Missouri
$325K -$10.9K -176 -3%
FC
478
Farringdon Capital
United Kingdom
$323K +$323K +5,486 New
FTWA
479
Fifth Third Wealth Advisors
Ohio
$318K -$2.59K -44 -0.8%
VIM
480
Vista Investment Management
Pennsylvania
$317K -$1.3K -22 -0.4%
NSIM
481
North Star Investment Management
Illinois
$316K -$18.5K -314 -6%
JFG
482
Jefferies Financial Group
New York
$313K +$313K +5,310 New
EWA
483
EverSource Wealth Advisors
Alabama
$310K +$273K +4,630 +727%
CC
484
Corton Capital
Ontario, Canada
$308K +$308K +5,229 New
SW
485
SVB Wealth
Massachusetts
$307K +$307K +5,207 New
PCS
486
Personal CFO Solutions
New Jersey
$305K +$10.1K +172 +3%
SFA
487
Sequoia Financial Advisors
Ohio
$304K +$38.9K +661 +15%
LS
488
Livforsakringsbolaget Skandia
Sweden
$301K – – –
EIA
489
Edgemoor Investment Advisors
Maryland
$301K – – –
PS
490
Principal Securities
Iowa
$300K +$33.1K +562 +12%
RWMH
491
Riverpoint Wealth Management Holdings
Illinois
$300K – – –
OIA
492
OneDigital Investment Advisors
Kansas
$298K -$353 -6 -0.1%
AC
493
Avestar Capital
New York
$295K +$295K +5,000 New
HWA
494
Hilltop Wealth Advisors
North Carolina
$293K -$15.4K -261 -5%
KAS
495
KPP Advisory Services
Kentucky
$292K +$292K +4,960 New
PMA
496
Prudent Man Advisors
Illinois
$292K +$6.07K +103 +2%
SI
497
Stephens Inc
Arkansas
$289K -$15.7K -267 -5%
PP
498
Prudential plc
United Kingdom
$282K – – –
JWCA
499
J.W. Cole Advisors
Florida
$282K -$236 -4 -0.1%
CTC
500
Cetera Trust Company
Minnesota
$281K -$14.7K -250 -5%
18 19
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