VTR icon

Ventas
VTR

Overview Fund Activity

689 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 245 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+42
Holders Change %
+6.49%
% of All Funds
10.02%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
110
Increased
245
Reduced
233
Closed
59
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
2
RC
Resolution Capital
Australia
+$145M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$135M
4
Deutsche Bank
Deutsche Bank
Germany
+$123M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$93M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$174M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.9M
3
AAMU
APG Asset Management US
New York
-$86.5M
4
Norges Bank
Norges Bank
Norway
-$56.9M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$43.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
626
Red Tortoise LLC
Georgia
$5.13K – – –
PMFA
627
Plante Moran Financial Advisors
Michigan
$5.09K – – –
ETC
628
Exchange Traded Concepts
Oklahoma
$4.77K -$4.72K -92 -50%
AAP
629
Arax Advisory Partners
Colorado
$4.72K +$4.72K +92 New
SC
630
Stephens Consulting
Michigan
$4.61K – – –
FCA
631
FinTrust Capital Advisors
South Carolina
$4.26K – – –
AGWCA
632
Annis Gardner Whiting Capital Advisors
Florida
$4.26K +$974 +19 +30%
FFO
633
Fortitude Family Office
Arizona
$4.05K +$359 +7 +10%
VNA
634
Valley National Advisers
Pennsylvania
$4K +$842 +20 +27%
AAG
635
Armstrong Advisory Group
Massachusetts
$4K – – –
BF
636
BOK Financial
Oklahoma
$3.95K – – –
CB
637
CNB Bank
Pennsylvania
$3.85K +$3.85K +75 New
SL
638
Salomon & Ludwin
Virginia
$3.79K – – –
AF
639
Advisornet Financial
Minnesota
$3.64K -$17K -332 -82%
AWM
640
Abound Wealth Management
Tennessee
$3.39K – – –
ACM
641
Anfield Capital Management
California
$3.28K +$2K +39 +156%
DWA
642
Delos Wealth Advisors
Texas
$3.23K – – –
UWS
643
Unique Wealth Strategies
Illinois
$3.18K +$3.18K +73 New
LJHT
644
Laurie J. Hall Trustee
$3K – – –
GKIM
645
GW&K Investment Management
Massachusetts
$3K +$857 +16 +40%
CWP
646
Concord Wealth Partners
Virginia
$2.87K +$2.87K +56 New
RCM
647
Raleigh Capital Management
North Carolina
$2.82K +$1.03K +20 +57%
BIA
648
Bell Investment Advisors
California
$2.67K – – –
RFG
649
RFP Financial Group
Georgia
$2.31K +$205 +4 +10%
SC
650
SouthState Corp
Florida
$2.31K +$2.31K +45 New
24 25
26
27 28