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647 hedge funds and large institutions have $20.1B invested in Ventas in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 240 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $268M | Put options by funds: $85.5M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

34% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 61

17% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 205

9% more capital invested

Capital invested by funds: $18.5B → $20.1B (+$1.59B)

2% more funds holding

Funds holding: 632647 (+15)

1.18% more ownership

Funds ownership: 92.52%93.7% (+1.2%)

Holders
647
Holders Change
+15
Holders Change %
+2.37%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
82
Increased
240
Reduced
205
Closed
61
Calls
$268M
Puts
$85.5M
Net Calls
+$183M
Net Calls Change
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
576
Hudock Inc
Pennsylvania
$16K +$56 +1 +0.3%
CA
577
Clearstead Advisors
Ohio
$15K +$14.6K +262 New
JFGIW
578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
OIA
579
Optimum Investment Advisors
Illinois
$14K
RIA
580
RPG Investment Advisory
California
$14K
FF
581
FourThought Financial
Florida
$14K +$4.24K +76 +43%
PFGIA
582
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$25.3K -453 -67%
CFN
583
Cordasco Financial Network
Florida
$13K
CA
584
Crewe Advisors
Utah
$13K
ME
585
McIlrath & Eck
Washington
$13K
EARNEST Partners
586
EARNEST Partners
Georgia
$12K
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$11K
GAM
588
Gemmer Asset Management
California
$11K +$503 +9 +5%
JWA
589
JFS Wealth Advisors
Pennsylvania
$11K +$10.3K +185 New
HFS
590
Hantz Financial Services
Michigan
$10K -$2.85K -51 -22%
FHA
591
First Horizon Advisors
Tennessee
$10K -$1K -18 -9%
MPWT
592
MassMutual Private Wealth & Trust
Connecticut
$10K -$949 -17 -9%
ZB
593
Zions Bancorporation
Utah
$10K +$614 +11 +6%
EBA
594
Eagle Bay Advisors
New York
$10K +$8.93K +160 New
ST
595
Smithfield Trust
Pennsylvania
$9K
TF
596
TimeScale Financial
Massachusetts
$9K +$56 +1 +0.6%
AW
597
Avion Wealth
Texas
$9K +$223 +4 +3%
SB
598
Strategic Blueprint
Georgia
$8K +$7.59K +136 New
AWM
599
Accel Wealth Management
Iowa
$7K -$12.5K -223 -65%
H
600
HoyleCohen
California
$6.54K -$9.05K -162 -0.1%

VTR Hedge Fund Activity: Q2 2021 in Review

647 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2021, worth a combined $20.1B — up 8.6% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VTR positions and 61 closed out — a net gain of 21 holders — while 240 added to existing stakes and 205 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $192M. The largest seller was Cohen & Steers, cutting an estimated $283M.

  • 647 institutional investors held Ventas (VTR) as of Q2 2021, up from 632 in Q1 2021.
  • Funds reported $20.1B of Ventas stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 82 funds opened new Ventas positions in Q2 2021 and 61 closed out, a net change of +21 holders.
  • The largest Ventas buyer in Q2 2021 was Zimmer Partners, an estimated $192M added.
  • The largest Ventas seller in Q2 2021 was Cohen & Steers, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2021.