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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
Brown Advisory
526
Brown Advisory
Maryland
$244K +$5.97K +95 +2%
FIA
527
Foundations Investment Advisors
Arizona
$244K +$19.1K +304 +8%
CI
528
Cigna Investments
Connecticut
$240K -$6.47K -103 -2%
BTI
529
Blue Trust Inc
Georgia
$240K -$255K -4,054 -50%
LWAM
530
Legacy Wealth Asset Management
Minnesota
$239K +$1.76K +28 +0.7%
MAS
531
Meeder Advisory Services
Ohio
$236K +$252K +4,013 New
BOS
532
Bank of Stockton
California
$236K -$126K -2,000 -33%
DT
533
Diversified Trust
Tennessee
$235K -$4.34K -69 -2%
PS
534
Planned Solutions
California
$234K
WFI
535
West Family Investments
California
$234K -$3.52K -56 -1%
WRM
536
Weybosset Research & Management
Rhode Island
$233K
SC
537
Savant Capital
Illinois
$232K +$247K +3,937 New
NSEDCP
538
NJ State Employees Deferred Compensation Plan
New Jersey
$232K
GS
539
GTS Securities
New York
$230K -$425K -6,760 -63%
CAS
540
Coppell Advisory Solutions
Texas
$229K -$39.1K -623 -14%
Teacher Retirement System of Texas
541
Teacher Retirement System of Texas
Texas
$229K -$3.59M -57,133 -94%
PI
542
PFG Investments
New York
$228K -$238K -3,780 -49%
AWS
543
Atria Wealth Solutions
New York
$228K +$566 +9 +0.2%
GWAG
544
Garrett Wealth Advisory Group
Texas
$224K -$23.8K -378 -9%
SBIA
545
Sheaff Brock Investment Advisors
Indiana
$221K
MIM
546
Morningstar Investment Management
Illinois
$221K +$19.9K +316 +9%
LSAG
547
Lake Street Advisors Group
New Hampshire
$221K -$11K -175 -4%
SL
548
Summitry LLC
California
$215K +$2.39K +38 +1%
CCA
549
Checchi Capital Advisers
California
$213K
SC
550
Syon Capital
California
$212K -$5.47K -87 -2%

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.