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Ventas
VTR

Overview Fund Activity

583 hedge funds and large institutions have $14.9B invested in Ventas in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 247 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
11.79%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
69
Increased
188
Reduced
247
Closed
74
Calls
$128M
Puts
$180M
Net Calls
-$51.8M
Net Calls Change
+$13.3M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$228M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$354M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.46B
4
Deutsche Bank
4
Deutsche Bank
Germany
$183M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.45B

Top Sellers

1
Invesco
1
Invesco
Georgia
$106M
2
State Street
2
State Street
Massachusetts
$959M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$131M
4
CS
4
Credit Suisse
Switzerland
$32.9M
5
PI
5
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$30K -$33.5K -806 -53%
RFA
502
Reilly Financial Advisors
California
$29K -$8.87K -214 -23%
AF
503
Allworth Financial
California
$29K +$126 +3 +0.4%
AW
504
Avion Wealth
Texas
$27K – – –
CFB
505
Cullen/Frost Bankers
Texas
$26K -$50.1K -1,188 -66%
BWA
506
Burt Wealth Advisors
Maryland
$26K – – –
SFS
507
Sowell Financial Services
Arkansas
$25K -$4.74K -115 -16%
JFA
508
JNBA Financial Advisors
Minnesota
$24K – – –
MWP
509
Meridian Wealth Partners
Pennsylvania
$24K +$293 +7 +1%
Federated Hermes
510
Federated Hermes
Pennsylvania
$23K -$4.59K -108 -17%
BCA
511
Berman Capital Advisors
Georgia
$22K -$314 -8 -1%
HFM
512
Harvest Fund Management
China
$21K -$205K -4,815 -91%
IRC
513
Investors Research Corp
Georgia
$21K – – –
SWM
514
Selective Wealth Management
Virginia
$21K +$42 +1 +0.2%
PWMG
515
Prestige Wealth Management Group
New Jersey
$20K – – –
GI
516
Gradient Investments
Minnesota
$20K +$2.06K +50 +11%
CI
517
CX Institutional
Indiana
$19K +$9.6K +233 +102%
WLPWM
518
Walled Lake Planning & Wealth Management
Illinois
$17K -$160K -3,762 -90%
IBOK
519
Independence Bank of Kentucky
Kentucky
$17K – – –
PFBT
520
Parkside Financial Bank & Trust
Missouri
$17K +$2K +50 +13%
OSNBOA
521
Old Second National Bank of Aurora
Illinois
$17K +$17K +400 New
CCM
522
Chiron Capital Management
Florida
$17K +$17K +400 New
IRAG
523
Investment Research & Advisory Group
Georgia
$16K – – –
IFAM
524
Institutional & Family Asset Management
Colorado
$15K +$2.84K +69 +23%
AAM
525
Advisors Asset Management
Colorado
$15K +$15K +363 New
19 20
21
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