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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
IA
626
IFP Advisors
Florida
$37.7K +$6.47K +103 +19%
SIS
627
Sound Income Strategies
Florida
$34.6K
MCM
628
MV Capital Management
Maryland
$34.6K +$189 +3 +0.5%
JFA
629
JNBA Financial Advisors
Minnesota
$33.7K
HCA
630
Harbor Capital Advisors
Illinois
$31K +$13.2K +210 +66%
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.9K
CTA
632
Colonial Trust Advisors
South Carolina
$29.4K
FCT
633
First Community Trust
Iowa
$28.2K
CTC
634
Central Trust Company
Missouri
$27.6K -$126 -2 -0.4%
DJSG
635
D.J. St. Germain
Massachusetts
$26.5K +$28.3K +450 New
CWM
636
Crowley Wealth Management
Delaware
$23.1K +$24.7K +393 New
GIA
637
GHP Investment Advisors
Colorado
$23.1K
BAM
638
Bellevue Asset Management
Washington
$22.3K +$126 +2 +0.5%
WAG
639
Wiser Advisor Group
Arizona
$22.1K +$189 +3 +0.8%
CIAM
640
Caitong International Asset Management
Hong Kong
$21.6K +$23K +366 New
FFC
641
First Financial Corp
Indiana
$20.8K -$13.9K -222 -39%
BTC
642
Bank & Trust Company
Illinois
$20.8K
HFS
643
HBC Financial Services
Washington
$19K
C
644
Covestor
United Kingdom
$19K +$817 +13 +4%
WA
645
Whipplewood Advisors
Colorado
$18.9K +$20.2K +321 New
EC
646
Elequin Capital
New York
$18.7K -$31.6K -503 -61%
CFO
647
CVA Family Office
Colorado
$18.7K +$503 +8 +3%
BBHC
648
Brown Brothers Harriman & Co
New York
$18.4K +$14.2K +226 +260%
SCM
649
Silvant Capital Management
Georgia
$18.3K
SN
650
Sittner & Nelson
Oregon
$17.7K

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.