647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
501
Bogart Wealth LLC
Virginia
$78.1K +$653 +15 +0.8%
LTI
502
Laffer Tengler Investments
Tennessee
$77.4K
CA
503
CoreCap Advisors
Michigan
$73.9K +$73.9K +1,698 New
FFA
504
Farther Finance Advisors
California
$68.2K +$6.47K +151 +10%
AA
505
Alta Advisers
United Kingdom
$65.3K
LS
506
Livforsakringsbolaget Skandia
Sweden
$65K
BTI
507
Blue Trust Inc
Georgia
$58.3K -$29K -665 -33%
SWM
508
Spire Wealth Management
Virginia
$57.3K +$1.61K +37 +3%
T
509
TOBAM
France
$57K -$205K -4,704 -78%
M
510
Mirova
France
$56.9K
MWA
511
Moser Wealth Advisors
Washington
$56.8K
SPIA
512
Steward Partners Investment Advisory
New York
$54.9K +$30.7K +706 +127%
BONH
513
Bank of New Hampshire
New Hampshire
$54.4K
CWC
514
Carolinas Wealth Consulting
North Carolina
$54.1K +$132 +3 +0.2%
HI
515
Harbour Investments
Wisconsin
$53.7K +$3.61K +83 +7%
AW
516
Avion Wealth
Texas
$51K -$525 -12 -1%
NA
517
NewEdge Advisors
Louisiana
$49.1K +$740 +17 +2%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$45K -$4.35K -100 -9%
NS
519
NBC Securities
Alabama
$45K
LCM
520
Logan Capital Management
Pennsylvania
$43.5K
TFIPS
521
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.2K
TPCW
522
TD Private Client Wealth
New York
$41.8K -$394K -9,060 -90%
HNB
523
Huntington National Bank
Ohio
$41.5K +$827 +19 +2%
GWM
524
Geneos Wealth Management
Colorado
$41.3K
CFD
525
Creative Financial Designs
Indiana
$40.6K +$12.4K +285 +44%