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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
BC
576
Bayforest Capital
United Kingdom
$112K +$120K +1,909 New
CA
577
CoreCap Advisors
Michigan
$110K +$5.84K +93 +5%
M
578
MOTCO
Texas
$109K
BIG
579
Brooklyn Investment Group
New York
$109K +$37.8K +601 +48%
BWL
580
Bogart Wealth LLC
Virginia
$108K +$691 +11 +0.6%
MCP
581
Militia Capital Partners
Nevada
$106K +$113K +1,800 New
AAM
582
Advisors Asset Management
Colorado
$105K -$12.4K -198 -10%
TFIPS
583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$26.4K +420 +32%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$100K +$7.92K +126 +8%
MWA
585
Medallion Wealth Advisors
Connecticut
$91.3K +$97.4K +1,550 New
SIM
586
Sentry Investment Management
Wisconsin
$88K -$15.3K -244 -14%
PFBT
587
Parkside Financial Bank & Trust
Missouri
$87.3K +$2.33K +37 +3%
HI
588
Harbour Investments
Wisconsin
$82.9K -$5.4K -86 -6%
MWA
589
Moser Wealth Advisors
Washington
$76.9K
LDB
590
Lee, Danner & Bass
Tennessee
$76.6K +$81.7K +1,300 New
IBOK
591
Independence Bank of Kentucky
Kentucky
$76.5K +$81.6K +1,299 New
HMS
592
Hanseatic Management Services
New Mexico
$76.4K +$8.73K +139 +12%
CWC
593
Carolinas Wealth Consulting
North Carolina
$75.2K +$503 +8 +0.6%
CH
594
Cromwell Holdings
Wyoming
$74.9K
BONH
595
Bank of New Hampshire
New Hampshire
$73.6K
T
596
TOBAM
France
$72K
GRP
597
Global Retirement Partners
California
$71.9K +$11.1K +177 +17%
RF
598
Roxbury Financial
New Jersey
$69.4K +$68K +1,082 New
AW
599
Avion Wealth
Texas
$69K
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
$67K +$71.9K +1,144 New

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.