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693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650693 (+43)

1.35% more ownership

Funds ownership: 94.34%95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
501
Snowden Capital Advisors
New York
$203K +$186K +3,962 New
BFM
502
Boothbay Fund Management
New York
$202K +$185K +3,947 New
WRM
503
Weybosset Research & Management
Rhode Island
$202K +$185K +3,950 New
SIA
504
Schechter Investment Advisors
Michigan
$202K +$184K +3,936 New
NSEDCP
505
NJ State Employees Deferred Compensation Plan
New Jersey
$202K +$184K +3,933 New
CW
506
CreativeOne Wealth
Kansas
$201K +$184K +3,923 New
FTWA
507
Fifth Third Wealth Advisors
Ohio
$196K +$179K +3,828 New
DSC
508
Duncker Streett & Co
Missouri
$179K -$5.62K -120 -3%
CP
509
Castleview Partners
Texas
$172K +$62.7K +1,339 +66%
GJWM
510
Gilliland Jeter Wealth Management
Arkansas
$170K -$20.3K -433 -12%
QCG
511
Quadrant Capital Group
Ohio
$154K +$13.2K +281 +10%
VIA
512
Virtus Investment Advisers
Connecticut
$149K +$136K +2,900 New
PA
513
Parallel Advisors
California
$139K +$22K +470 +21%
QL
514
Quarry LP
New York
$138K +$101K +2,166 +408%
IAIM
515
International Assets Investment Management
Florida
$133K -$236K -5,050 -66%
SWS
516
SYSTM Wealth Solutions
Illinois
$129K
AF
517
Allworth Financial
California
$128K -$344K -7,351 -75%
BTI
518
Blue Trust Inc
Georgia
$126K +$73.3K +1,566 +117%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$119K -$18.6K -397 -15%
AAM
520
Advisors Asset Management
Colorado
$115K +$187 +4 +0.2%
M
521
MOTCO
Texas
$113K +$19.1K +408 +23%
UB
522
UMB Bank
Missouri
$112K -$189K -4,044 -65%
AWM
523
Avior Wealth Management
Nebraska
$111K -$55.6K -1,188 -35%
CT
524
Caldwell Trust
Florida
$109K
CWM
525
CarsonAllaria Wealth Management
Illinois
$105K -$16.6K -354 -15%

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.