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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
NS
551
NBC Securities
Alabama
$53K
LCM
552
Logan Capital Management
Pennsylvania
$51.3K
FF
553
Friedenthal Financial
New Jersey
$51K +$46.6K +995 New
TPCW
554
TD Private Client Wealth
New York
$50.5K +$1.26K +27 +3%
TFIPS
555
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.7K
GWM
556
Geneos Wealth Management
Colorado
$48.6K
PAS
557
Point72 Asia (Singapore)
Singapore
$48K +$4.64K +99 +12%
CFD
558
Creative Financial Designs
Indiana
$46.1K -$1.59K -34 -4%
HIA
559
Harbor Investment Advisory
Maryland
$45.5K +$140 +3 +0.3%
RWMG
560
Redwood Wealth Management Group
New Jersey
$43.5K +$39.8K +849 New
NA
561
NewEdge Advisors
Louisiana
$42.1K -$14.4K -307 -27%
DWS
562
Dynamic Wealth Strategies
California
$42K
GWSG
563
GPS Wealth Strategies Group
Colorado
$41.9K +$94 +2 +0.2%
EC
564
EdgeRock Capital
Colorado
$41K +$37.4K +799 New
DMBA
565
Deseret Mutual Benefit Administrators
Utah
$40.4K
PCWA
566
Pacific Capital Wealth Advisors
California
$39.2K
HCM
567
Hollencrest Capital Management
California
$39.2K
FFC
568
First Financial Corp
Indiana
$35.2K
LS
569
Livforsakringsbolaget Skandia
Sweden
$34.9K -$37.5K -800 -54%
SOW
570
State of Wyoming
Wyoming
$34.2K +$2.81K +60 +10%
ME
571
McIlrath & Eck
Washington
$33.7K
SAM
572
Smartleaf Asset Management
Massachusetts
$33.6K +$4.92K +105 +19%
EWA
573
EverSource Wealth Advisors
Alabama
$33K +$4.87K +104 +21%
MCM
574
Manchester Capital Management
Vermont
$32.9K +$6.32K +135 +27%
SIS
575
Sound Income Strategies
Florida
$29.8K

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.