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721 hedge funds and large institutions have $25.6B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

29% more capital invested

Capital invested by funds: $19.8B → $25.6B (+$5.8B)

28% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $46M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

4% more funds holding

Funds holding: 693721 (+28)

0.66% more ownership

Funds ownership: 95.69%96.35% (+0.66%)

Holders
721
Holders Change
+28
Holders Change %
+4.04%
% of All Funds
10.35%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
96
Increased
289
Reduced
231
Closed
60
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
626
Silvant Capital Management
Georgia
$19.9K
SN
627
Sittner & Nelson
Oregon
$19.2K
WSFS
628
Wilmington Savings Fund Society
Delaware
$17.6K +$16.1K +275 New
OIA
629
Optimum Investment Advisors
Illinois
$17.4K
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$17.3K
WPA
631
West Paces Advisors
Georgia
$16.9K
CIA
632
Cape Investment Advisory
Georgia
$16.6K
GPFA
633
Game Plan Financial Advisors
Ohio
$16K +$14.6K +250 New
ATS
634
Ashton Thomas Securities
New York
$15.8K +$14.4K +246 New
CAL
635
Capital Advisors Ltd
Ohio
$15K +$525 +9 +4%
MAM
636
Meeder Asset Management
Ohio
$14.9K +$817 +14 +6%
PP
637
PFS Partners
New Jersey
$14.8K
SR
638
Syntax Research
Florida
$14.8K
PTC
639
Private Trust Company
Ohio
$14.5K -$17.3K -297 -57%
VWM
640
Valley Wealth Managers
New Jersey
$14.1K +$12.8K +220 New
ST
641
Smithfield Trust
Pennsylvania
$14K +$13.1K +225 New
HNB
642
Hilltop National Bank
Wyoming
$14K
VWM
643
Venturi Wealth Management
Texas
$13.5K +$10.4K +178 +556%
GKIM
644
GW&K Investment Management
Massachusetts
$13K +$8.41K +144 +257%
CNBTD
645
Citizens National Bank Trust Department
Mississippi
$12.4K
S
646
Sachetta
Massachusetts
$11.5K
GWP
647
Gen-Wealth Partners
Michigan
$11.2K
AA
648
Addison Advisors
Vermont
$10.4K
FCA
649
FinTrust Capital Advisors
South Carolina
$9.94K +$4.2K +72 +87%
CFGS
650
Concourse Financial Group Securities
Alabama
$9.81K

VTR Hedge Fund Activity: Q3 2024 in Review

721 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2024, worth a combined $25.6B — up 29% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTR positions and 60 closed out — a net gain of 36 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was Citadel Advisors, cutting an estimated $205M.

  • 721 institutional investors held Ventas (VTR) as of Q3 2024, up from 693 in Q2 2024.
  • Funds reported $25.6B of Ventas stock for Q3 2024, up 29% quarter-over-quarter.
  • 96 funds opened new Ventas positions in Q3 2024 and 60 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q3 2024 was UBS AM, an estimated $206M added.
  • The largest Ventas seller in Q3 2024 was Citadel Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.