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Ventas
VTR

Overview Fund Activity

615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
Goldman Sachs
3
Goldman Sachs
New York
$208M
4
WHG
4
Westwood Holdings Group
Texas
$46M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$43.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$70M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.05B
3
RC
3
Resolution Capital
Australia
$48.2M
4
BlackRock
4
BlackRock
New York
$1.86B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
576
Accel Wealth Management
Iowa
$2.43K – – –
CFO
577
CVA Family Office
Colorado
$2.17K +$867 +20 +67%
LJHT
578
Laurie J. Hall Trustee
$2K – – –
CA
579
Centerpoint Advisors
Massachusetts
$2K – – –
VFA
580
Values First Advisors
Tennessee
$2K +$2K +46 New
TCWA
581
Ten Capital Wealth Advisors
Washington
$1.73K – – –
PO
582
Private Ocean
California
$1.73K +$1.73K +40 New
FCA
583
FinTrust Capital Advisors
South Carolina
$1.58K – – –
IRC
584
Investors Research Corp
Georgia
$1.56K – – –
WTA
585
Washington Trust Advisors
Massachusetts
$1.56K – – –
KFI
586
Key Financial Inc
Pennsylvania
$1.52K – – –
SWA
587
Sutton Wealth Advisors
Florida
$1.43K -$824 -19 -37%
BWA
588
BDO Wealth Advisors
Florida
$1.34K – – –
TFA
589
Toth Financial Advisory
Virginia
$1.34K +$1.34K +31 New
CP
590
Castleview Partners
Texas
$1.3K +$1.3K +30 New
WIM
591
WealthPlan Investment Management
Nebraska
$1.3K +$1.3K +30 New
AAP
592
Arax Advisory Partners
Colorado
$1.01K – – –
CAL
593
Capital Advisors Ltd
Ohio
$1K -$8.18K -139 -89%
TFA
594
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
Lazard Asset Management
595
Lazard Asset Management
New York
$1K – – –
FMP
596
Financial Management Professionals
Texas
$1K +$684 +13 +217%
CAC
597
Core Alternative Capital
Georgia
$997 -$43 -1 -4%
EBA
598
Eagle Bay Advisors
New York
$954 – – –
HWM
599
HighMark Wealth Management
Minnesota
$888 – – –
BWM
600
BerganKDV Wealth Management
Minnesota
$783 – – –
22 23
24
25 26