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Ventas
VTR

Overview Fund Activity

621 hedge funds and large institutions have $17.2B invested in Ventas in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 190 increasing their positions, 256 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+38
Holders Change %
+6.52%
% of All Funds
11.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
99
Increased
190
Reduced
256
Closed
49
Calls
$156M
Puts
$132M
Net Calls
+$24.3M
Net Calls Change
+$76.2M

Top Buyers

1
Invesco
1
Invesco
Georgia
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$775M
3
AAMU
3
APG Asset Management US
New York
$959M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.74B
5
Goldman Sachs
5
Goldman Sachs
New York
$192M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$30.5M
2
Deutsche Bank
2
Deutsche Bank
Germany
$130M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$240M
4
EC
4
Eminence Capital
New York
$0
5
CIM
5
Centersquare Investment Management
Pennsylvania
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
526
Hoover Financial Advisors
Pennsylvania
$26K +$26K +546 New
IRC
527
Investors Research Corp
Georgia
$25K – – –
SWM
528
Selective Wealth Management
Virginia
$25K +$49 +1 +0.2%
CI
529
CX Institutional
Indiana
$25K +$2.79K +58 +13%
CBT
530
CoreFirst Bank & Trust
Kansas
$25K +$25K +500 New
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$25K +500 New
OCM
532
Orion Capital Management
California
$25K +$25K +500 New
IA
533
Inspire Advisors
Idaho
$25K +$25K +506 New
HFM
534
Harvest Fund Management
China
$24K – – –
PWPS
535
Pinnacle Wealth Planning Services
Ohio
$24K +$24K +490 New
FCM
536
Firestone Capital Management
Florida
$24K +$24K +495 New
FPW
537
Flagship Private Wealth
Massachusetts
$23.4K +$23.4K +508 New
PWMG
538
Prestige Wealth Management Group
New Jersey
$23K -$1.13K -23 -5%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$23K +$1.61K +32 +8%
CWP
540
Concord Wealth Partners
Virginia
$21K +$21K +428 New
IBOK
541
Independence Bank of Kentucky
Kentucky
$20K – – –
WLPWM
542
Walled Lake Planning & Wealth Management
Illinois
$20K – – –
GI
543
Gradient Investments
Minnesota
$20K – – –
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$20K +$7.03K +142 +54%
MA
545
Montag & Associates
Georgia
$20K +$20K +405 New
SN
546
Sittner & Nelson
Oregon
$20K +$20K +408 New
AWM
547
Accel Wealth Management
Iowa
$20K +$20K +416 New
VRM
548
Vectors Research Management
New York
$19K -$62.8K -1,289 -77%
IRAG
549
Investment Research & Advisory Group
Georgia
$19K – – –
LWM
550
Liberty Wealth Management
California
$19K +$3.12K +67 +20%
20 21
22
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