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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
MCM
576
MV Capital Management
Maryland
$29.6K +$749 +16 +3%
JFA
577
JNBA Financial Advisors
Minnesota
$29.4K
IA
578
IFP Advisors
Florida
$28.9K +$2.95K +63 +13%
PTC
579
Private Trust Company
Ohio
$26.8K -$18.6K -398 -43%
OP
580
ORG Partners
Indiana
$26.7K +$24.5K +524 New
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.6K
CA
582
Clearstead Advisors
Ohio
$26K
CTA
583
Colonial Trust Advisors
South Carolina
$25.6K -$515 -11 -2%
BGAI
584
Bruce G. Allen Investments
Colorado
$25.5K +$1.03K +22 +5%
JPWM
585
Jamison Private Wealth Management
Georgia
$25.4K +$94 +2 +0.4%
FCT
586
First Community Trust
Iowa
$24.6K +$22.4K +479 New
CAL
587
Capital Analysts LLC
Pennsylvania
$23K -$328 -7 -2%
GIA
588
GHP Investment Advisors
Colorado
$20.1K
PWMG
589
Prestige Wealth Management Group
New Jersey
$20K
BAM
590
Bellevue Asset Management
Washington
$19.2K -$10.5K -225 -38%
WAG
591
Wiser Advisor Group
Arizona
$19K +$234 +5 +1%
BTC
592
Bank & Trust Company
Illinois
$18.1K +$16.5K +353 New
MTIC
593
Missouri Trust & Investment Company
Missouri
$17.9K
C
594
Covestor
United Kingdom
$17K -$281 -6 -2%
HFS
595
HBC Financial Services
Washington
$17K +$47 +1 +0.3%
CFO
596
CVA Family Office
Colorado
$16.4K +$468 +10 +3%
SCM
597
Silvant Capital Management
Georgia
$15.9K
SN
598
Sittner & Nelson
Oregon
$15.4K
OIA
599
Optimum Investment Advisors
Illinois
$13.9K +$140 +3 +1%
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$13.8K

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.