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693 hedge funds and large institutions have $19.8B invested in Ventas in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $29.5M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $16.6B → $19.8B (+$3.24B)

7% more funds holding

Funds holding: 650693 (+43)

1.35% more ownership

Funds ownership: 94.34%95.69% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 233

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
693
Holders Change
+43
Holders Change %
+6.62%
% of All Funds
10.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
112
Increased
246
Reduced
233
Closed
60
Calls
$98.2M
Puts
$29.5M
Net Calls
+$68.8M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
626
Cornerstone Planning Group
New Jersey
$5.28K
DP
627
Denver PWM
Colorado
$5.28K +$4.82K +103 New
GI
628
Gradient Investments
Minnesota
$5.13K
RTL
629
Red Tortoise LLC
Georgia
$5.13K
PMFA
630
Plante Moran Financial Advisors
Michigan
$5.09K
ETC
631
Exchange Traded Concepts
Oklahoma
$4.77K -$4.31K -92 -50%
AAP
632
Arax Advisory Partners
Colorado
$4.72K +$4.31K +92 New
SC
633
Stephens Consulting
Michigan
$4.61K
FCA
634
FinTrust Capital Advisors
South Carolina
$4.25K
AGWCA
635
Annis Gardner Whiting Capital Advisors
Florida
$4.25K +$890 +19 +30%
FFO
636
Fortitude Family Office
Arizona
$4.05K +$328 +7 +10%
VNA
637
Valley National Advisers
Pennsylvania
$4K +$937 +20 +27%
AAG
638
Armstrong Advisory Group
Massachusetts
$4K
BF
639
BOK Financial
Oklahoma
$3.95K
CB
640
CNB Bank
Pennsylvania
$3.85K +$3.51K +75 New
SL
641
Salomon & Ludwin
Virginia
$3.79K
AF
642
Advisornet Financial
Minnesota
$3.64K -$15.5K -332 -82%
AWM
643
Abound Wealth Management
Tennessee
$3.39K
ACM
644
Anfield Capital Management
California
$3.28K +$1.83K +39 +156%
DWA
645
Delos Wealth Advisors
Texas
$3.23K
UWS
646
Unique Wealth Strategies
Illinois
$3.18K +$3.42K +73 New
LJHT
647
Laurie J. Hall Trustee
$3K
GKIM
648
GW&K Investment Management
Massachusetts
$3K +$749 +16 +40%
CWP
649
Concord Wealth Partners
Virginia
$2.87K +$2.62K +56 New
RCM
650
Raleigh Capital Management
North Carolina
$2.82K +$937 +20 +57%

VTR Hedge Fund Activity: Q2 2024 in Review

693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2024, worth a combined $19.8B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VTR positions and 60 closed out — a net gain of 52 holders — while 246 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $161M. The largest seller was UBS AM, cutting an estimated $159M.

  • 693 institutional investors held Ventas (VTR) as of Q2 2024, up from 650 in Q1 2024.
  • Funds reported $19.8B of Ventas stock for Q2 2024, up 20% quarter-over-quarter.
  • 112 funds opened new Ventas positions in Q2 2024 and 60 closed out, a net change of +52 holders.
  • The largest Ventas buyer in Q2 2024 was JP Morgan Chase, an estimated $161M added.
  • The largest Ventas seller in Q2 2024 was UBS AM, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.