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757 hedge funds and large institutions have $25.3B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 72

33% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 229

5% more funds holding

Funds holding: 721757 (+36)

1.64% more ownership

Funds ownership: 96.35%97.99% (+1.6%)

4% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $45.6M

1% less capital invested

Capital invested by funds: $25.6B → $25.3B (-$317M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
757
Holders Change
+36
Holders Change %
+4.99%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
116
Increased
304
Reduced
229
Closed
72
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
601
Quarry LP
New York
$65.6K +$70K +1,114 New
LAMC
602
Longview Asset Management (California)
California
$60.4K +$64.5K +1,026 New
MFG
603
Mendota Financial Group
Wisconsin
$59.7K -$71K -1,130 -53%
LCM
604
Logan Capital Management
Pennsylvania
$58.9K
MAM
605
Morse Asset Management
Connecticut
$58.9K
SOW
606
State of Wyoming
Wyoming
$57.4K +$15K +239 +32%
GWM
607
Geneos Wealth Management
Colorado
$55.9K
GWSG
608
GPS Wealth Strategies Group
Colorado
$55.6K +$251 +4 +0.4%
TPCW
609
TD Private Client Wealth
New York
$54.3K -$4.21K -67 -7%
HIA
610
Harbor Investment Advisory
Maryland
$52.1K
GXJ
611
Global X Japan
Japan
$51.1K +$7.16K +114 +15%
Lazard Asset Management
612
Lazard Asset Management
New York
$49K +$5.66K +90 +12%
NA
613
NewEdge Advisors
Louisiana
$48.8K +$251 +4 +0.5%
T
614
Transce3nd
Texas
$47.8K +$51K +812 New
AAP
615
Arax Advisory Partners
Colorado
$47.7K +$46.4K +738 +1,039%
DMBA
616
Deseret Mutual Benefit Administrators
Utah
$46.4K
PCWA
617
Pacific Capital Wealth Advisors
California
$45.1K -$1.07K -17 -2%
HCM
618
Hollencrest Capital Management
California
$45K
CAL
619
Capital Analysts LLC
Pennsylvania
$42K +$189 +3 +0.4%
NWWA
620
New Wave Wealth Advisors
Arkansas
$41.2K +$44K +700 New
CFD
621
Creative Financial Designs
Indiana
$39K
ME
622
McIlrath & Eck
Washington
$38.7K
BGAI
623
Bruce G. Allen Investments
Colorado
$38.6K +$3.33K +53 +9%
PC
624
Promus Capital
Illinois
$38.2K +$40.8K +649 New
MCM
625
Manchester Capital Management
Vermont
$37.8K

VTR Hedge Fund Activity: Q4 2024 in Review

757 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2024, worth a combined $25.3B — down 1.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new VTR positions and 72 closed out — a net gain of 44 holders — while 304 added to existing stakes and 229 trimmed.

The largest buyer was Northern Trust, adding an estimated $148M. The largest seller was Resolution Capital, cutting an estimated $127M.

  • 757 institutional investors held Ventas (VTR) as of Q4 2024, up from 721 in Q3 2024.
  • Funds reported $25.3B of Ventas stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 116 funds opened new Ventas positions in Q4 2024 and 72 closed out, a net change of +44 holders.
  • The largest Ventas buyer in Q4 2024 was Northern Trust, an estimated $148M added.
  • The largest Ventas seller in Q4 2024 was Resolution Capital, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2024.