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Ventas
VTR

Overview Fund Activity

754 hedge funds and large institutions have $23B invested in Ventas in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 312 increasing their positions, 269 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
16.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
79
Increased
312
Reduced
269
Closed
76
Calls
$102M
Puts
$114M
Net Calls
-$12.1M
Net Calls Change
-$19M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$408M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$164M
3
State Street
State Street
Massachusetts
+$135M
4
EIP
Epoch Investment Partners
New York
+$92.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.5M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$221M
2
Capital International Investors
Capital International Investors
California
-$82.4M
3
PI
PGGM Investments
Netherlands
-$70.4M
4
Cohen & Steers
Cohen & Steers
New York
-$66.6M
5
Stifel Financial
Stifel Financial
Missouri
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
601
Moors & Cabot
Massachusetts
$201K +$201K +2,954 New
FQ
602
First Quadrant
California
$187K – – –
AIM
603
Anchor Investment Management
South Carolina
$185K -$3.42K -50 -2%
SIS
604
Sound Income Strategies
Florida
$180K -$32.7K -477 -15%
LFG
605
LifePlan Financial Group
Ohio
$178K +$33K +481 +23%
MIFH
606
Migdal Insurance & Financial Holdings
Israel
$174K +$45.8K +671 +36%
AF
607
Advisornet Financial
Minnesota
$173K -$137 -2 -0.1%
CAC
608
Certified Advisory Corp
Florida
$153K +$51.3K +750 +51%
CF
609
Centaurus Financial
California
$153K +$143K +2,101 +1,469%
Capstone Investment Advisors
610
Capstone Investment Advisors
New York
$151K -$41K -601 -21%
HNB
611
Huntington National Bank
Ohio
$141K +$5.61K +82 +4%
BAM
612
Belpointe Asset Management
Nevada
$139K +$1.03K +15 +0.7%
ACS
613
Archford Capital Strategies
Illinois
$135K -$286K -4,182 -68%
PI
614
PineBridge Investments
New York
$130K – – –
AWM
615
Avior Wealth Management
Nebraska
$129K +$274 +4 +0.2%
BFEC
616
Benjamin F. Edwards & Company
Missouri
$125K +$3.75K +55 +3%
BWL
617
Bogart Wealth LLC
Virginia
$120K -$4.57K -67 -4%
SCA
618
Stonebridge Capital Advisors
Minnesota
$120K +$120K +1,749 New
FANJ
619
Financial Architects (New Jersey)
New Jersey
$114K -$20.4K -300 -15%
CIAS
620
Capital Investment Advisory Services
North Carolina
$113K +$3.89K +58 +4%
TPWA
621
TRUE Private Wealth Advisors
Oregon
$112K +$112K +1,625 New
KTC
622
Kistler-Tiffany Companies
Pennsylvania
$110K -$5.26K -77 -5%
FWM
623
Focused Wealth Management
New York
$109K – – –
M
624
MOTCO
Texas
$107K -$5.14K -75 -5%
HI
625
Hudock Inc
Pennsylvania
$106K +$10.3K +151 +11%
23 24
25
26 27