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658 hedge funds and large institutions have $23.1B invested in Ventas in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 255 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $168M | Put options by funds: $70.2M

61% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 59

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 198

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

20% more capital invested

Capital invested by funds: $19.2B → $23.1B (+$3.91B)

4% more funds holding

Funds holding: 633658 (+25)

0.52% less ownership

Funds ownership: 94.36%93.84% (-0.52%)

Holders
658
Holders Change
+25
Holders Change %
+3.95%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
95
Increased
255
Reduced
198
Closed
59
Calls
$168M
Puts
$70.2M
Net Calls
+$97.9M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CJL
526
Cyrus J. Lawrence
New York
$101K +$89.5K +1,638 New
M
527
MOTCO
Texas
$100K -$2.51K -46 -3%
BAM
528
Bellevue Asset Management
Washington
$96K
BONH
529
Bank of New Hampshire
New Hampshire
$95K +$84.4K +1,544 New
EIP
530
Ellis Investment Partners
Pennsylvania
$93K +$710 +13 +0.9%
HIA
531
Harbor Investment Advisory
Maryland
$87K
First Manhattan
532
First Manhattan
New York
$86K +$68.7K +1,258 +886%
AF
533
Allworth Financial
California
$83K +$26.9K +493 +58%
MWA
534
Moser Wealth Advisors
Washington
$81K
BFEC
535
Benjamin F. Edwards & Company
Missouri
$72K
AF
536
Advisornet Financial
Minnesota
$71K +$984 +18 +2%
EW
537
Evoke Wealth
California
$69K +$1.42K +26 +2%
CFO
538
CVA Family Office
Colorado
$68K +$10.7K +195 +21%
GRP
539
Global Retirement Partners
California
$68K +$66.4K +1,215 New
SPIA
540
Steward Partners Investment Advisory
New York
$67K +$5.79K +106 +11%
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$64K +$56.4K +1,032 New
LCM
542
Logan Capital Management
Pennsylvania
$62K
EAM
543
Eukles Asset Management
Ohio
$51K
FHA
544
First Horizon Advisors
Tennessee
$49K -$2.62K -48 -6%
AIP
545
Ahrens Investment Partners
Louisiana
$49K
COCM
546
Charter Oak Capital Management
New Hampshire
$48K
TWA
547
TCI Wealth Advisors
Arizona
$48K
KTC
548
Kistler-Tiffany Companies
Pennsylvania
$43K +$55 +1 +0.1%
FF
549
FourThought Financial
Florida
$42K
ACA
550
Atlas Capital Advisors
Wyoming
$36.9K

VTR Hedge Fund Activity: Q1 2022 in Review

658 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q1 2022, worth a combined $23.1B — up 20% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new VTR positions and 59 closed out — a net gain of 36 holders — while 255 added to existing stakes and 198 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $218M. The largest seller was Cohen & Steers, cutting an estimated $417M.

  • 658 institutional investors held Ventas (VTR) as of Q1 2022, up from 633 in Q4 2021.
  • Funds reported $23.1B of Ventas stock for Q1 2022, up 20% quarter-over-quarter.
  • 95 funds opened new Ventas positions in Q1 2022 and 59 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q1 2022 was Deutsche Bank, an estimated $218M added.
  • The largest Ventas seller in Q1 2022 was Cohen & Steers, an estimated $417M sold.

Based on aggregated 13F filings for Q1 2022.