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Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
551
EverSource Wealth Advisors
Alabama
$25.3K +$2.64K +53 +12%
SSG
552
Summit Securities Group
New York
$25K +$25K +500 New
BGAI
553
Bruce G. Allen Investments
Colorado
$24.9K +$24.9K +500 New
IA
554
IFP Advisors
Florida
$24K -$24.4K -489 -50%
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.2K – – –
LIA
556
Luken Investment Analytics
Tennessee
$22.6K – – –
CAL
557
Capital Analysts LLC
Pennsylvania
$22K -$4.74K -96 -18%
TCWA
558
Turtle Creek Wealth Advisors
Texas
$20.9K +$20.9K +420 New
AF
559
Advisornet Financial
Minnesota
$20.4K +$1.1K +22 +6%
CIA
560
Cape Investment Advisory
Georgia
$20.4K +$20.4K +409 New
CFO
561
CVA Family Office
Colorado
$19.9K +$19.9K +400 New
PWMG
562
Prestige Wealth Management Group
New Jersey
$19.7K – – –
FBC
563
Fairfield, Bush & Co
Connecticut
$19.6K +$19.6K +394 New
GIA
564
GHP Investment Advisors
Colorado
$19.5K -$10.4K -209 -35%
AIMA
565
Ables Iannone Moore & Associates
Georgia
$18.4K +$18.4K +370 New
WAG
566
Wiser Advisor Group
Arizona
$18.1K +$18.1K +363 New
MTIC
567
Missouri Trust & Investment Company
Missouri
$17.4K – – –
C
568
Covestor
United Kingdom
$17K +$303 +6 +2%
SCM
569
Silvant Capital Management
Georgia
$15.6K – – –
BWM
570
Baystate Wealth Management
Massachusetts
$15K +$15K +301 New
HWA
571
Heritage Wealth Advisors
Virginia
$15K – – –
SN
572
Sittner & Nelson
Oregon
$15K – – –
LA
573
LM Advisors
California
$15K +$15K +300 New
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$13.5K – – –
OIA
575
Optimum Investment Advisors
Illinois
$13.2K +$100 +2 +0.8%
21 22
23
24 25