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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
WA
551
Waverly Advisors
Alabama
$210K +$224K +3,558 New
PCG
552
Prosperity Consulting Group
Maryland
$207K +$628 +10 +0.3%
Lido Advisors
553
Lido Advisors
California
$206K -$13.5K -215 -6%
PA
554
Parallel Advisors
California
$195K -$2.64K -42 -1%
EB
555
Eastern Bank
Massachusetts
$195K +$12.6K +200 +6%
QCG
556
Quadrant Capital Group
Ohio
$187K +$11.8K +188 +6%
FFA
557
Farther Finance Advisors
California
$165K -$28.4K -452 -14%
AF
558
Allworth Financial
California
$164K +$60.5K +962 +52%
ETC
559
Exchange Traded Concepts
Oklahoma
$161K +$10.2K +163 +6%
SAM
560
Smartleaf Asset Management
Massachusetts
$158K +$55.5K +883 +49%
SPIA
561
Steward Partners Investment Advisory
New York
$156K +$2.77K +44 +2%
API
562
Asset Planning Inc
California
$152K +$163K +2,587 New
UB
563
UMB Bank
Missouri
$152K +$18.2K +290 +13%
DSC
564
Duncker Streett & Co
Missouri
$151K -$58.4K -930 -27%
SWM
565
Spire Wealth Management
Virginia
$150K +$29.8K +474 +23%
JWA
566
JFS Wealth Advisors
Pennsylvania
$147K
HNB
567
Huntington National Bank
Ohio
$147K +$58.6K +933 +60%
MG
568
Mather Group
Illinois
$145K +$18.5K +295 +14%
HDIM
569
Hanson & Doremus Investment Management
Vermont
$132K
WAM
570
Wolverine Asset Management
Illinois
$130K -$195K -3,100 -58%
AWM
571
Avior Wealth Management
Nebraska
$128K
TC
572
Truvestments Capital
Florida
$126K +$251 +4 +0.2%
AIP
573
Arrowpoint Investment Partners
Singapore
$126K +$134K +2,133 New
CT
574
Caldwell Trust
Florida
$125K
TF
575
Tompkins Financial
New York
$118K

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.