626 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
71
Increased
229
Reduced
226
Closed
57
Calls
$66.2M
Puts
$32.8M
Net Calls
+$33.4M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
601
WealthPlan Investment Management
Nebraska
$1.42K
FGAM
602
Financial Gravity Asset Management
Texas
$1.05K +$1.05K +47 New
KFS
603
Kelly Financial Services
Massachusetts
$1.04K -$2.47K -52 -70%
VNA
604
Valley National Advisers
Pennsylvania
$1K
FMP
605
Financial Management Professionals
Texas
$1K
TFA
606
Transamerica Financial Advisors
Florida
$1K
SF
607
Safeguard Financial
Wisconsin
$1K +$1K +5 New
SIA
608
SkyView Investment Advisors
New Jersey
$1K +$533 +8 +114%
GKIM
609
GW&K Investment Management
Massachusetts
$1K +$1K +11 New
BG
610
Bollard Group
Massachusetts
$1K +$1K +25 New
HWM
611
HighMark Wealth Management
Minnesota
$968
SWA
612
Sutton Wealth Advisors
Florida
$945 -$614 -13 -39%
MA
613
MCF Advisors
Kentucky
$757
BF
614
BOK Financial
Oklahoma
$662 -$3.74K -79 -85%
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$615 +$520 +11 +550%
WPA
616
West Paces Advisors
Georgia
$520
CA
617
Crewe Advisors
Utah
$473 -$3.41K -72 -88%
VWM
618
Venturi Wealth Management
Texas
$473 +$473 +10 New
TFM
619
TFC Financial Management
Massachusetts
$379 +$47 +1 +14%
HWP
620
Highline Wealth Partners
California
$378
ECM
621
Estabrook Capital Management
New York
$331
HCP
622
Hexagon Capital Partners
Arkansas
$284
VCM
623
Versant Capital Management
Arizona
$284 +$284 +6 New
JWM
624
Janiczek Wealth Management
Colorado
$239
AWM
625
Atticus Wealth Management
Florida
$95