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Ventas
VTR

Overview Fund Activity

621 hedge funds and large institutions have $17.2B invested in Ventas in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 190 increasing their positions, 256 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+38
Holders Change %
+6.52%
% of All Funds
11.02%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
99
Increased
190
Reduced
256
Closed
49
Calls
$156M
Puts
$132M
Net Calls
+$24.3M
Net Calls Change
+$76.2M

Top Buyers

1
Invesco
1
Invesco
Georgia
$292M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$775M
3
AAMU
3
APG Asset Management US
New York
$959M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.74B
5
Goldman Sachs
5
Goldman Sachs
New York
$192M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$30.5M
2
Deutsche Bank
2
Deutsche Bank
Germany
$130M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$240M
4
EC
4
Eminence Capital
New York
$0
5
CIM
5
Centersquare Investment Management
Pennsylvania
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
601
Jones Financial Companies
Missouri
$2K +$2K +35 New
MLFP
602
MPS Loria Financial Planners
Illinois
$2K +$2K +37 New
TCWA
603
Ten Capital Wealth Advisors
Washington
$2K +$2K +40 New
ICP
604
Interchange Capital Partners
Pennsylvania
$2K +$2K +52 New
SWA
605
Sutton Wealth Advisors
Florida
$1.67K +$441 +9 +36%
HWM
606
HighMark Wealth Management
Minnesota
$1K – – –
TFO
607
Tarbox Family Office
California
$1K – – –
CAGAS
608
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
ONST
609
Old North State Trust
North Carolina
$1K +$1K +29 New
KFS
610
Kelly Financial Services
Massachusetts
$991 – – –
BCWM
611
Bartlett & Co Wealth Management
Ohio
$495 +$495 +10 New
ECM
612
Estabrook Capital Management
New York
$343 – – –
WOSD
613
WFA of San Diego
California
$49 -$3 -660 -5%
EC
614
Eminence Capital
New York
– -$59.2M -1,411,173 Closed
ZIM
615
Zacks Investment Management
Illinois
– -$27.6M -658,741 Closed
ERSOT
616
Employees Retirement System of Texas
Texas
– -$12.5M -298,142 Closed
CHP
617
Castle Hook Partners
New York
– -$9.38M -223,613 Closed
AFG
618
American Financial Group
Ohio
– -$6.92M -165,000 Closed
GA
619
GRS Advisors
Illinois
– -$6.6M -157,274 Closed
RA
620
RMR Advisors
Massachusetts
– -$4.12M -98,200 Closed
HighTower Advisors
621
HighTower Advisors
Illinois
– -$3.6M -86,037 Closed
CCM
622
Cinctive Capital Management
New York
– -$2.38M -56,701 Closed
MFIMFI
623
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.77M -42,160 Closed
CRC
624
Curi RMB Capital
Illinois
– -$1.11M -26,450 Closed
AFM
625
Anson Funds Management
Texas
– -$1.08M -25,700 Closed
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25
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