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Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
601
Cornerstone Planning Group
New Jersey
$4.62K +$50 +1 +1%
SC
602
Stephens Consulting
Michigan
$4.49K – – –
WTG
603
West Tower Group
Virginia
$4.39K +$4.39K +88 New
FCA
604
FinTrust Capital Advisors
South Carolina
$4.14K +$2.39K +48 +137%
AGWCA
605
Annis Gardner Whiting Capital Advisors
Florida
$4.12K +$905 +18 +28%
VNA
606
Valley National Advisers
Pennsylvania
$4K +$2.89K +65 +260%
PVH
607
Psagot Value Holdings
Israel
$4K +$4K +75 New
AAG
608
Armstrong Advisory Group
Massachusetts
$3.89K – – –
WPA
609
West Paces Advisors
Georgia
$3.54K +$2.44K +49 +223%
TFG
610
Team Financial Group
California
$3.41K – – –
AWM
611
Abound Wealth Management
Tennessee
$3.29K +$499 +10 +18%
SL
612
Salomon & Ludwin
Virginia
$3.12K – – –
WT
613
Washington Trust
Rhode Island
$3.09K +$3.09K +62 New
GEA
614
Glen Eagle Advisors
New Jersey
$2.74K +$2.74K +55 New
BIA
615
Bell Investment Advisors
California
$2.59K -$1.2K -24 -32%
VWM
616
Venturi Wealth Management
Texas
$2.29K +$847 +17 +59%
TWD
617
True Wealth Design
Ohio
$2.09K +$2.09K +42 New
PWMG
618
Provence Wealth Management Group
California
$2.04K – – –
GKIM
619
GW&K Investment Management
Massachusetts
$2K -$61 -1 -3%
CA
620
Centerpoint Advisors
Massachusetts
$2K – – –
HGERS
621
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
LJHT
622
Laurie J. Hall Trustee
$2K – – –
PO
623
Private Ocean
California
$1.99K – – –
IRC
624
Investors Research Corp
Georgia
$1.79K – – –
T
625
Tidemark
California
$1.74K +$1.74K +35 New
23 24
25
26 27