615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
501
Steward Partners Investment Advisory
New York
$33K -$12K -277 -27%
GBT
502
Grove Bank & Trust
Florida
$33K
PTC
503
Private Trust Company
Ohio
$31.5K
SAI
504
Systematic Alpha Investments
New Jersey
$30.6K +$30.6K +705 New
NA
505
NewEdge Advisors
Louisiana
$30.2K -$34.2K -789 -53%
TWA
506
TCI Wealth Advisors
Arizona
$29.5K
CTC
507
Central Trust Company
Missouri
$28.2K
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$26.8K
BAM
509
Bellevue Asset Management
Washington
$26K
ACA
510
Atlas Capital Advisors
Wyoming
$25.9K
JFA
511
JNBA Financial Advisors
Minnesota
$24.8K
MCM
512
MV Capital Management
Maryland
$24.7K -$173 -4 -0.7%
JMF
513
Johnson Midwest Financial
Iowa
$24.6K +$217 +5 +0.9%
GWS
514
Glassman Wealth Services
Virginia
$24.1K +$390 +9 +2%
CTA
515
Colonial Trust Advisors
South Carolina
$23K
CAL
516
Capital Analysts LLC
Pennsylvania
$23K -$3.83K -89 -14%
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$22.8K
UAML
518
US Asset Management LLC
Pennsylvania
$22K
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.7K
EWA
520
EverSource Wealth Advisors
Alabama
$20.9K -$910 -21 -4%
FHA
521
First Horizon Advisors
Tennessee
$19.3K -$7.37K -170 -28%
MTIC
522
Missouri Trust & Investment Company
Missouri
$18.7K
FFA
523
Farther Finance Advisors
California
$17.6K +$1.21K +28 +7%
AF
524
Advisornet Financial
Minnesota
$17.6K +$347 +8 +2%
SN
525
Sittner & Nelson
Oregon
$17.4K