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Ventas
VTR

Overview Fund Activity

629 hedge funds and large institutions have $18.5B invested in Ventas in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
77
Increased
235
Reduced
205
Closed
63
Calls
$215M
Puts
$84.6M
Net Calls
+$130M
Net Calls Change
+$106M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$68.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.16B
3
CCM
Camber Capital Management
Massachusetts
$48M
4
Invesco
Invesco
Georgia
$364M
5
ACM
AEW Capital Management
Massachusetts
$116M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.71B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$389M
4
PP
Prudential plc
United Kingdom
$10.5M
5
Morgan Stanley
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
651
Veritable
Delaware
– -$239K -4,866 Closed
EPWM
652
Essex Private Wealth Management
Massachusetts
– -$234K -4,791 Closed
William Blair & Company
653
William Blair & Company
Illinois
– -$233K -4,748 Closed
BRWA
654
B. Riley Wealth Advisors
Florida
– -$232K -4,714 Closed
FMWA
655
Forvis Mazars Wealth Advisors
Missouri
– -$218K -4,455 Closed
WGA
656
Weather Gauge Advisory
Virginia
– -$217K -4,423 Closed
SBH
657
Segall Bryant & Hamill
Illinois
– -$209K -4,241 Closed
WAM
658
Wolverine Asset Management
Illinois
– -$172K -3,521 Closed
CYG
659
Clean Yield Group
Vermont
– -$125K -2,550 Closed
VCG
660
Vantage Consulting Group
Virginia
– -$105K -2,132 Closed
RPWA
661
Regent Peak Wealth Advisors
Georgia
– -$101K -2,058 Closed
PFO
662
Pathstone Family Office
New Jersey
– -$91K -1,846 Closed
LIM
663
Longfellow Investment Management
Massachusetts
– -$87K -1,772 Closed
FCH
664
Freestone Capital Holdings
Washington
– -$81.5K -1,662 Closed
TPWA
665
TRUE Private Wealth Advisors
Oregon
– -$80K -1,625 Closed
CAAS
666
Capital Asset Advisory Services
Michigan
– -$61K -1,223 Closed
SFPG
667
Stonebridge Financial Planning Group
Florida
– -$49K -1,000 Closed
PB
668
Pinnacle Bancorp
Nebraska
– -$39K -786 Closed
AL
669
ADE LLC
Maryland
– -$35K -713 Closed
BWA
670
Burt Wealth Advisors
Maryland
– -$31K -629 Closed
AWG
671
Altus Wealth Group
Colorado
– -$29K -600 Closed
IA
672
Inspire Advisors
Idaho
– -$25K -506 Closed
IRC
673
Investors Research Corp
Georgia
– -$25K -500 Closed
OCM
674
Orion Capital Management
California
– -$25K -500 Closed
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$25K -500 Closed
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