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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
BIA
651
Bell Investment Advisors
California
$2.67K
RF
652
Robinswood Financial
Washington
$2.56K +$2.34K +50 New
RFG
653
RFP Financial Group
Georgia
$2.31K +$187 +4 +10%
SC
654
SouthState Corp
Florida
$2.31K +$2.11K +45 New
NFSG
655
Newbridge Financial Services Group
Florida
$2.27K +$1.03K +22 +100%
CA
656
Centerpoint Advisors
Massachusetts
$2K
HGERS
657
Householder Group Estate & Retirement Specialist
Arizona
$2K
IRC
658
Investors Research Corp
Georgia
$1.84K
FW
659
Fairway Wealth
Ohio
$1.84K +$1.69K +36 New
TFM
660
TFC Financial Management
Massachusetts
$1.74K +$609 +13 +62%
WIA
661
Wetzel Investment Advisors
Indiana
$1.7K +$1.83K +39 New
SS
662
Sunbelt Securities
Texas
$1.69K
VWM
663
Venturi Wealth Management
Texas
$1.64K -$281 -6 -16%
QC
664
Quent Capital
New York
$1.64K +$656 +14 +78%
AEPWM
665
Atlantic Edge Private Wealth Management
Florida
$1.59K
DF
666
Dunhill Financial
United Kingdom
$1.53K +$47 +1 +3%
BBHC
667
Brown Brothers Harriman & Co
New York
$1.49K +$1.36K +29 New
IGWM
668
ICA Group Wealth Management
Colorado
$1.28K -$89.6K -1,913 -99%
ATPW
669
Ashton Thomas Private Wealth
Arizona
$1.23K +$1.12K +24 New
KFS
670
Kelly Financial Services
Massachusetts
$1.18K
MA
671
MCF Advisors
Kentucky
$1.13K
HWM
672
HighMark Wealth Management
Minnesota
$1.05K
FGAM
673
Financial Gravity Asset Management
Texas
$1.02K -$1.5K -32 -62%
TFA
674
Transamerica Financial Advisors
Florida
$1K
FMP
675
Financial Management Professionals
Texas
$1K +$468 +10 +53%

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.