626 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
71
Increased
229
Reduced
226
Closed
57
Calls
$66.2M
Puts
$32.8M
Net Calls
+$33.4M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
576
SOA Wealth Advisors
New York
$5.19K
BIA
577
Bell Investment Advisors
California
$5.15K +$567 +12 +12%
NFSG
578
Newbridge Financial Services Group
Florida
$4.73K
SVCP
579
Silicon Valley Capital Partners
California
$4.73K +$4.73K +100 New
PMFA
580
Plante Moran Financial Advisors
Michigan
$4.7K
CT
581
Cambridge Trust
Massachusetts
$4.44K
CPG
582
Cornerstone Planning Group
New Jersey
$4.33K +$4.33K +92 New
SC
583
Stephens Consulting
Michigan
$4.26K
MCM
584
McMillion Capital Management
North Carolina
$4.25K +$4.25K +90 New
ZB
585
Zions Bancorporation
Utah
$4.07K -$3.78K -80 -48%
MFT
586
Moisand Fitzgerald Tamayo
Florida
$3.92K
AAG
587
Armstrong Advisory Group
Massachusetts
$3.69K +$3.69K +78 New
AWM
588
Abound Wealth Management
Tennessee
$3.6K +$946 +20 +36%
FCAG
589
First Capital Advisors Group
New Jersey
$3.45K +$3.45K +73 New
OP
590
ORG Partners
Indiana
$3.04K +$3.04K +63 New
SFCL
591
Strengthening Families & Communities LLC
Massachusetts
$3K +$3K +53 New
TF
592
Tompkins Financial
New York
$2.84K
CP
593
Castleview Partners
Texas
$2.55K +$1.14K +24 +80%
LF
594
Lee Financial
Texas
$2.01K +$2.01K +42 New
LJHT
595
Laurie J. Hall Trustee
$2K
CA
596
Centerpoint Advisors
Massachusetts
$2K
PO
597
Private Ocean
California
$1.89K
AAP
598
Arax Advisory Partners
Colorado
$1.75K +$662 +14 +61%
IRC
599
Investors Research Corp
Georgia
$1.7K
FCA
600
FinTrust Capital Advisors
South Carolina
$1.58K