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Ventas
VTR

Overview Fund Activity

619 hedge funds and large institutions have $17B invested in Ventas in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 216 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+9
Holders Change %
+1.48%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
91
Increased
216
Reduced
225
Closed
71
Calls
$63.6M
Puts
$62.3M
Net Calls
+$1.35M
Net Calls Change
-$29.9M

Top Buyers

1
RC
Resolution Capital
Australia
$125M
2
DPIM
Duff & Phelps Investment Management
Illinois
$110M
3
BlackRock
BlackRock
New York
$2B
4
Deutsche Bank
Deutsche Bank
Germany
$268M
5
Morgan Stanley
Morgan Stanley
New York
$203M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$287M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$17.7M
3
Principal Financial Group
Principal Financial Group
Iowa
$765M
4
Goldman Sachs
Goldman Sachs
New York
$155M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
601
Capital Advisors Ltd
Ohio
$1K +$1K +156 New
EBA
602
Eagle Bay Advisors
New York
$991 – – –
KFS
603
Kelly Financial Services
Massachusetts
$976 +$44 +1 +5%
HWM
604
HighMark Wealth Management
Minnesota
$923 – – –
FGAM
605
Financial Gravity Asset Management
Texas
$902 +$902 +45 New
BWM
606
BerganKDV Wealth Management
Minnesota
$813 -$994 -22 -55%
MA
607
MCF Advisors
Kentucky
$721 -$1.04K -23 -59%
MPCL
608
My Personal CFO LLC
Washington
$721 +$721 +16 New
IAA
609
Independent Advisor Alliance
North Carolina
$538 +$6 +139 +1%
ECM
610
Everence Capital Management
Indiana
$508 +$508 +11,270 New
WPA
611
West Paces Advisors
Georgia
$496 – – –
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$451 – – –
HWP
613
Highline Wealth Partners
California
$360 – – –
ECM
614
Estabrook Capital Management
New York
$315 – – –
HCP
615
Hexagon Capital Partners
Arkansas
$270 – – –
AWM
616
Atticus Wealth Management
Florida
$90 – – –
LFG
617
Larson Financial Group
Missouri
$20 – – –
GA
618
GRS Advisors
Illinois
– -$15.2M -379,353 Closed
RIM
619
Rush Island Management
New York
– -$14.2M -353,652 Closed
Walleye Capital
620
Walleye Capital
New York
– -$13.4M -332,800 Closed
ACM
621
AlphaCrest Capital Management
New York
– -$5.54M -137,904 Closed
ECM
622
ExodusPoint Capital Management
New York
– -$5.14M -128,034 Closed
SG Americas Securities
623
SG Americas Securities
New York
– -$3.87M -96,303 Closed
UOC
624
UBS O'Connor
Illinois
– -$3.56M -88,499 Closed
ECM
625
Endurant Capital Management
California
– -$3.44M -85,683 Closed
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