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Ventas
VTR

Overview Fund Activity

583 hedge funds and large institutions have $14.9B invested in Ventas in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 188 increasing their positions, 247 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
11.79%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
69
Increased
188
Reduced
247
Closed
74
Calls
$128M
Puts
$180M
Net Calls
-$51.8M
Net Calls Change
+$13.3M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$228M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$354M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.46B
4
Deutsche Bank
4
Deutsche Bank
Germany
$183M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.45B

Top Sellers

1
Invesco
1
Invesco
Georgia
$106M
2
State Street
2
State Street
Massachusetts
$959M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$131M
4
CS
4
Credit Suisse
Switzerland
$32.9M
5
PI
5
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
626
Rampart Investment Management
Connecticut
– -$104K -2,828 Closed
MIFH
627
Migdal Insurance & Financial Holdings
Israel
– -$91K -2,473 Closed
RDWM
628
Red Door Wealth Management
Tennessee
– -$81K -2,222 Closed
FANJ
629
Financial Architects (New Jersey)
New Jersey
– -$55K -1,510 Closed
SCA
630
Stonebridge Capital Advisors
Minnesota
– -$55K -1,500 Closed
BL
631
Balentine LLC
Georgia
– -$42K -1,154 Closed
1W
632
1776 Wealth
Georgia
– -$31K -850 Closed
OPS
633
Orion Portfolio Solutions
Nebraska
– -$22K -610 Closed
HFA
634
Hoover Financial Advisors
Pennsylvania
– -$20K -541 Closed
BWM
635
Baystate Wealth Management
Massachusetts
– -$19K -512 Closed
AC
636
Asio Capital
Kentucky
– -$11K -300 Closed
PG
637
Proffitt & Goodson
Tennessee
– -$8K -228 Closed
GG
638
Gleason Group
Kentucky
– -$8K -222 Closed
EWM
639
Edge Wealth Management
New York
– -$7K -200 Closed
TI
640
tru Independence
Oregon
– -$7 -200 Closed
MWA
641
MFA Wealth Advisors
Pennsylvania
– -$5.86K -160 Closed
WB
642
Webster Bank
Connecticut
– -$6K -156 Closed
Kayne Anderson Rudnick Investment Management
643
Kayne Anderson Rudnick Investment Management
California
– -$3K -78 Closed
MIM
644
Macroview Investment Management
Maryland
– -$3K -74 Closed
AWM
645
Apollon Wealth Management
South Carolina
– -$3K -73 Closed
WFMPM
646
Woodley Farra Manion Portfolio Management
Indiana
– -$2K -64 Closed
PA
647
Procyon Advisors
Connecticut
– -$2K -61 Closed
SFG
648
Sowa Financial Group
Rhode Island
– -$2K -53 Closed
CCM
649
Cribstone Capital Management
Maine
– -$1K -29 Closed
TFA
650
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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