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Ventas
VTR

Overview Fund Activity

583 hedge funds and large institutions have $14.9B invested in Ventas in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 247 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
11.79%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
69
Increased
188
Reduced
247
Closed
74
Calls
$128M
Puts
$180M
Net Calls
-$51.8M
Net Calls Change
+$13.3M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$228M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$354M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.46B
4
Deutsche Bank
4
Deutsche Bank
Germany
$183M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.45B

Top Sellers

1
Invesco
1
Invesco
Georgia
$106M
2
State Street
2
State Street
Massachusetts
$959M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$131M
4
CS
4
Credit Suisse
Switzerland
$32.9M
5
PI
5
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
551
D'Orazio & Associates
Virginia
$6K +$39 +1 +0.7%
GWS
552
Glassman Wealth Services
Virginia
$6K +$42 +1 +0.7%
SBL
553
Sargent Bickham Lagudis
Colorado
$5K -$1.37K -31 -22%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$5K -$833 -20 -14%
HCP
555
Hexagon Capital Partners
Arkansas
$5K +$5K +133 New
PMFA
556
Plante Moran Financial Advisors
Michigan
$4K – – –
EWA
557
Evolution Wealth Advisors
Florida
$4K – – –
SL
558
Savior LLC
Massachusetts
$4K – – –
PP
559
Pacifica Partners
Canada
$4K – – –
ZB
560
Zions Bancorporation
Utah
$4K +$652 +15 +19%
PFWA
561
Paces Ferry Wealth Advisors
Georgia
$4K +$4K +96 New
PFA
562
Professional Financial Advisors
Nebraska
$4K +$4K +111 New
JWM
563
Janiczek Wealth Management
Colorado
$3K +$3K +71 New
MF
564
Manchester Financial
California
$3K +$3K +73 New
FHC
565
First Horizon Corporation
Tennessee
$3K +$3K +89 New
WB
566
West Bancorporation
Iowa
$2K – – –
BWM
567
BerganKDV Wealth Management
Minnesota
$2K – – –
LJHT
568
Laurie J. Hall Trustee
$2K +$2K +50 New
SSB
569
Sandy Spring Bank
Maryland
$2K +$2K +57 New
SWA
570
Sutton Wealth Advisors
Florida
$1.05K – – –
FBT
571
First Bank & Trust
South Dakota
$1K -$12.2K -403 -92%
HWM
572
HighMark Wealth Management
Minnesota
$1K – – –
CAGAS
573
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
RWA
574
Ropes Wealth Advisors
Massachusetts
$1K +$1K +13 New
Millennium Management
575
Millennium Management
New York
$939 -$124 -2,966 -12%
21 22
23
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