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Ventas
VTR

Overview Fund Activity

713 hedge funds and large institutions have $25.2B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 286 increasing their positions, 230 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+24
Holders Change %
+3.48%
% of All Funds
10.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
94
Increased
286
Reduced
230
Closed
61
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$252M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$348M
3
BlackRock
3
BlackRock
New York
$2.95B
4
RC
4
Resolution Capital
Australia
$587M
5
American Century Companies
5
American Century Companies
Missouri
$207M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.2M
2
AAMU
2
APG Asset Management US
New York
$821M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$9.96M
4
Millennium Management
4
Millennium Management
New York
$1.56M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
501
B. Riley Wealth Advisors
Florida
$249K -$63K -998 -20%
SIA
502
Schechter Investment Advisors
Michigan
$248K -$4.49K -70 -2%
AWS
503
Atria Wealth Solutions
New York
$247K -$11.7K -182 -5%
WP
504
Westmount Partners
California
$247K +$247K +3,853 New
FIA
505
Foundations Investment Advisors
Arizona
$246K +$246K +3,832 New
CW
506
CreativeOne Wealth
Kansas
$245K -$6.54K -102 -3%
WA
507
Wealth Alliance
New York
$242K +$242K +3,773 New
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$241K +$241K +3,760 New
DTL
509
Dynamic Technology Lab
Singapore
$241K +$241K +3,759 New
SC
510
Syon Capital
California
$237K +$237K +3,690 New
DFCM
511
Dark Forest Capital Management
Puerto Rico
$236K +$236K +3,686 New
Lido Advisors
512
Lido Advisors
California
$236K +$236K +3,682 New
AWA
513
Arkadios Wealth Advisors
Georgia
$236K +$236K +3,682 New
PPW
514
Pasadena Private Wealth
California
$236K -$44.9K -700 -16%
FAIM
515
Financial Advocates Investment Management
Washington
$234K +$234K +3,644 New
BCP
516
Blackhawk Capital Partners
Wisconsin
$233K -$62K -966 -21%
CCA
517
Checchi Capital Advisers
California
$232K +$232K +3,625 New
SL
518
Summitry LLC
California
$232K +$232K +3,618 New
Vontobel Holding
519
Vontobel Holding
Switzerland
$226K +$226K +3,521 New
KWM
520
Kingsview Wealth Management
Oregon
$226K +$226K +3,520 New
PCG
521
Prosperity Consulting Group
Maryland
$225K +$225K +3,503 New
DSC
522
Duncker Streett & Co
Missouri
$224K – – –
CG
523
Caprock Group
Idaho
$224K +$224K +3,489 New
MIM
524
Morningstar Investment Management
Illinois
$220K -$52.7K -823 -19%
PPWP
525
Premier Path Wealth Partners
New Jersey
$220K +$220K +3,428 New
19 20
21
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