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Ventas
VTR

Overview Fund Activity

647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$193M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02B
3
Norges Bank
Norges Bank
Norway
$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.05B
5
BlackRock
BlackRock
New York
$1.87B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$190M
2
Deutsche Bank
Deutsche Bank
Germany
$48.8M
3
State Street
State Street
Massachusetts
$1.17B
4
ACM
AEW Capital Management
Massachusetts
$12.5M
5
WCP
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
526
Private Trust Company
Ohio
$40.1K -$261 -6 -0.6%
HIA
527
Harbor Investment Advisory
Maryland
$38.5K -$8.71K -200 -18%
PAS
528
Point72 Asia (Singapore)
Singapore
$36.4K +$36.4K +837 New
GWSG
529
GPS Wealth Strategies Group
Colorado
$35.5K +$131 +3 +0.4%
DWS
530
Dynamic Wealth Strategies
California
$35K -$4.53K -105 -11%
DMBA
531
Deseret Mutual Benefit Administrators
Utah
$34.3K – – –
PCWA
532
Pacific Capital Wealth Advisors
California
$33.3K – – –
HCM
533
Hollencrest Capital Management
California
$33.3K – – –
FFC
534
First Financial Corp
Indiana
$29.9K +$29.9K +686 New
ME
535
McIlrath & Eck
Washington
$28.6K – – –
SOW
536
State of Wyoming
Wyoming
$26.4K +$392 +9 +2%
BAM
537
Bellevue Asset Management
Washington
$26.1K – – –
SIS
538
Sound Income Strategies
Florida
$25.3K -$1.83K -42 -7%
JFA
539
JNBA Financial Advisors
Minnesota
$24.9K – – –
MCM
540
MV Capital Management
Maryland
$24.4K -$827 -19 -3%
SAM
541
Smartleaf Asset Management
Massachusetts
$24.3K +$23.8K +545 +4,955%
CA
542
Clearstead Advisors
Ohio
$24.1K -$1.33K -28 -5%
QL
543
Quarry LP
New York
$23.1K +$23.1K +531 New
EWA
544
EverSource Wealth Advisors
Alabama
$22.3K -$221 -5 -1%
CTA
545
Colonial Trust Advisors
South Carolina
$22.2K -$1.05K -24 -4%
MCM
546
Manchester Capital Management
Vermont
$22.1K -$305 -7 -1%
IA
547
IFP Advisors
Florida
$21.8K +$828 +19 +4%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6K – – –
JPWM
549
Jamison Private Wealth Management
Georgia
$21.5K -$113K -2,595 -84%
BGAI
550
Bruce G. Allen Investments
Colorado
$20.7K -$1.05K -24 -5%
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