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757 hedge funds and large institutions have $25.3B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 72

33% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 229

5% more funds holding

Funds holding: 721757 (+36)

1.64% more ownership

Funds ownership: 96.35%97.99% (+1.6%)

4% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $45.6M

1% less capital invested

Capital invested by funds: $25.6B → $25.3B (-$317M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
757
Holders Change
+36
Holders Change %
+4.99%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
116
Increased
304
Reduced
229
Closed
72
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
501
Prudent Man Advisors
Illinois
$292K +$6.47K +103 +2%
SI
502
Stephens Inc
Arkansas
$289K -$16.8K -267 -5%
PP
503
Prudential plc
United Kingdom
$282K
JWCA
504
J.W. Cole Advisors
Florida
$282K -$251 -4 -0.1%
CTC
505
Cetera Trust Company
Minnesota
$281K -$15.7K -250 -5%
PA
506
PharVision Advisers
Florida
$278K +$296K +4,718 New
AFG
507
Atomi Financial Group
New York
$277K +$31.4K +499 +12%
GT
508
Glenview Trust
Kentucky
$276K -$88K -1,400 -23%
SMA
509
Sage Mountain Advisors
Georgia
$275K -$10.7K -171 -4%
CM
510
Cercano Management
Washington
$271K
ACM
511
Alethea Capital Management
Washington
$266K +$284K +4,515 New
HFM
512
Harvest Fund Management
China
$265K -$619K -9,852 -69%
IWM
513
IHT Wealth Management
Illinois
$263K -$95K -1,512 -25%
WTC
514
WhitTier Trust Company
Nevada
$262K +$279K +4,445 +63,500%
CA
515
Commerzbank Aktiengesellschaft
Germany
$256K -$282K -4,495 -51%
FTC
516
Farmers Trust Company
Ohio
$256K -$19K -303 -7%
BCP
517
Blackhawk Capital Partners
Wisconsin
$254K +$42.9K +683 +19%
SFI
518
Siemens Fonds Invest
Germany
$254K
FPAS
519
Focus Partners Advisor Solutions
Missouri
$253K -$35.8K -570 -12%
TNA
520
True North Advisors
Texas
$253K
CMMS
521
Comprehensive Money Management Services
Florida
$253K +$270K +4,290 New
LC
522
Lindbrook Capital
California
$252K +$8.55K +136 +3%
AIP
523
Ameritas Investment Partners
Nebraska
$251K
C
524
Certuity
Florida
$245K +$9.93K +158 +4%
SWP
525
Stratos Wealth Partners
Ohio
$244K -$3.46K -55 -1%

VTR Hedge Fund Activity: Q4 2024 in Review

757 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2024, worth a combined $25.3B — down 1.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new VTR positions and 72 closed out — a net gain of 44 holders — while 304 added to existing stakes and 229 trimmed.

The largest buyer was Northern Trust, adding an estimated $148M. The largest seller was Resolution Capital, cutting an estimated $127M.

  • 757 institutional investors held Ventas (VTR) as of Q4 2024, up from 721 in Q3 2024.
  • Funds reported $25.3B of Ventas stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 116 funds opened new Ventas positions in Q4 2024 and 72 closed out, a net change of +44 holders.
  • The largest Ventas buyer in Q4 2024 was Northern Trust, an estimated $148M added.
  • The largest Ventas seller in Q4 2024 was Resolution Capital, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.