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693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650693 (+43)

1.35% more ownership

Funds ownership: 94.34%95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
526
Ancora Advisors
Ohio
$103K -$234K -5,000 -71%
TF
527
Tompkins Financial
New York
$103K
HFM
528
Harvest Fund Management
China
$96K +$87.5K +1,869 New
FFA
529
Farther Finance Advisors
California
$95.2K +$13.1K +280 +18%
BWL
530
Bogart Wealth LLC
Virginia
$92.9K +$796 +17 +0.9%
LTI
531
Laffer Tengler Investments
Tennessee
$91.1K
SIM
532
Sentry Investment Management
Wisconsin
$89K -$16.7K -357 -17%
SPIA
533
Steward Partners Investment Advisory
New York
$87.2K +$20.6K +440 +35%
CA
534
CoreCap Advisors
Michigan
$87.1K +$47 +1 +0.1%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$83.5K -$14.4K -307 -16%
GRP
536
Global Retirement Partners
California
$81.9K -$17.3K -369 -19%
AA
537
Alta Advisers
United Kingdom
$76.9K
WOSD
538
WFA of San Diego
California
$75.4K +$68.8K +1,470 New
PFBT
539
Parkside Financial Bank & Trust
Missouri
$73.8K -$25.8K -551 -28%
MG
540
Mather Group
Illinois
$67.8K -$10.2K -218 -12%
MWA
541
Moser Wealth Advisors
Washington
$66.9K
SWM
542
Spire Wealth Management
Virginia
$65.7K -$1.54K -33 -3%
CH
543
Cromwell Holdings
Wyoming
$64.7K +$59.1K +1,262 New
BONH
544
Bank of New Hampshire
New Hampshire
$64.1K
CWC
545
Carolinas Wealth Consulting
North Carolina
$63.7K +$609 +13 +1%
HI
546
Harbour Investments
Wisconsin
$62.6K -$515 -11 -0.9%
TSMHT
547
Thurston Springer Miller Herd & Titak
Indiana
$60.5K +$55.3K +1,181 New
AW
548
Avion Wealth
Texas
$60K +$515 +11 +0.9%
HNB
549
Huntington National Bank
Ohio
$57.8K +$8.24K +176 +18%
BFEC
550
Benjamin F. Edwards & Company
Missouri
$53K

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.