VTR icon

Ventas
VTR

Overview Fund Activity

647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$193M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02B
3
Norges Bank
Norges Bank
Norway
$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.05B
5
BlackRock
BlackRock
New York
$1.87B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$190M
2
Deutsche Bank
Deutsche Bank
Germany
$48.8M
3
State Street
State Street
Massachusetts
$1.17B
4
ACM
AEW Capital Management
Massachusetts
$12.5M
5
WCP
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
601
Fortitude Family Office
Arizona
$3.14K +$2.35K +54 +300%
WPA
602
West Paces Advisors
Georgia
$3.09K – – –
VNA
603
Valley National Advisers
Pennsylvania
$3K -$600 -15 -17%
AWM
604
Abound Wealth Management
Tennessee
$2.88K – – –
AGWCA
605
Annis Gardner Whiting Capital Advisors
Florida
$2.82K -$792 -18 -22%
DWA
606
Delos Wealth Advisors
Texas
$2.74K +$2.74K +63 New
WT
607
Washington Trust
Rhode Island
$2.73K +$43 +1 +2%
HGERS
608
Householder Group Estate & Retirement Specialist
Arizona
$2.53K – – –
GEA
609
Glen Eagle Advisors
New Jersey
$2.42K – – –
FGAM
610
Financial Gravity Asset Management
Texas
$2.39K +$1.47K +32 +160%
BIA
611
Bell Investment Advisors
California
$2.27K – – –
CA
612
Centerpoint Advisors
Massachusetts
$2K – – –
LJHT
613
Laurie J. Hall Trustee
$2K – – –
GKIM
614
GW&K Investment Management
Massachusetts
$2K +$350 +7 +21%
APC
615
Aspire Private Capital
North Carolina
$1.96K +$1.96K +45 New
RFG
616
RFP Financial Group
Georgia
$1.79K +$1.79K +41 New
PO
617
Private Ocean
California
$1.74K – – –
VWM
618
Venturi Wealth Management
Texas
$1.66K -$348 -8 -17%
IRC
619
Investors Research Corp
Georgia
$1.57K – – –
T
620
Tidemark
California
$1.52K – – –
RCM
621
Raleigh Capital Management
North Carolina
$1.52K +$653 +15 +75%
WCM
622
Westend Capital Management
California
$1.48K +$1.48K +34 New
SS
623
Sunbelt Securities
Texas
$1.42K +$1.42K +33 New
AEPWM
624
Atlantic Edge Private Wealth Management
Florida
$1.35K – – –
DF
625
Dunhill Financial
United Kingdom
$1.26K +$218 +5 +21%
23 24
25
26 27