629 hedge funds and large institutions have $18.5B invested in Ventas in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
77
Increased
235
Reduced
205
Closed
63
Calls
$215M
Puts
$84.6M
Net Calls
+$130M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
501
TD Private Client Wealth
New York
$63.3K -$95.1K -1,783 -60%
APP
502
Alpha Paradigm Partners
Illinois
$61K +$61K +1,147 New
EW
503
Evoke Wealth
California
$60K +$2.04K +38 +4%
Lazard Asset Management
504
Lazard Asset Management
New York
$60K +$5.09K +96 +9%
AF
505
Advisornet Financial
Minnesota
$59K +$2.14K +40 +4%
TCOV
506
Trust Company of Vermont
Vermont
$58K
GEA
507
Glen Eagle Advisors
New Jersey
$56.5K
COCM
508
Charter Oak Capital Management
New Hampshire
$55K
LCM
509
Logan Capital Management
Pennsylvania
$53K +$53K +1,000 New
CCC
510
Crescent Capital Consulting
Louisiana
$49K
APWA
511
Atlas Private Wealth Advisors
New Jersey
$48K -$5.29K -100 -10%
BCA
512
Berman Capital Advisors
Georgia
$47K +$13.1K +246 +39%
MRCM
513
M&R Capital Management
New Jersey
$45K
JWM
514
Janiczek Wealth Management
Colorado
$45K +$8.66K +163 +24%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$44K -$159 -3 -0.4%
EAM
516
Eukles Asset Management
Ohio
$44K
TWA
517
TCI Wealth Advisors
Arizona
$44K +$2.95K +56 +7%
AWA
518
Arkadios Wealth Advisors
Georgia
$43K +$373 +7 +0.9%
OC
519
Oakworth Capital
Alabama
$42K -$2.35K -44 -5%
SIS
520
Sound Income Strategies
Florida
$41.3K -$135K -2,536 -77%
JCM
521
Jacobi Capital Management
Pennsylvania
$41K
KTC
522
Kistler-Tiffany Companies
Pennsylvania
$41K +$108 +2 +0.3%
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$41K +$41K +772 New
PCG
524
Private Capital Group
Connecticut
$39K -$30.7K -565 -44%
SFS
525
Sowell Financial Services
Arkansas
$39K -$3.48K -65 -8%