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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
AF
651
Advisornet Financial
Minnesota
$9.68K +$4.67K +80 +113%
PPC
652
Park Place Capital
Alabama
$9.36K
HFS
653
Hantz Financial Services
Michigan
$9K
KFI
654
Key Financial Inc
Pennsylvania
$8.85K +$525 +9 +7%
CPA
655
Capital Performance Advisors
California
$8.57K +$7.82K +134 New
CSC
656
Caldwell Sutter Capital
California
$7.95K
PWMG
657
Private Wealth Management Group
New Jersey
$7.63K +$117 +2 +2%
OC
658
Oarsman Capital
Wisconsin
$7.44K +$6.77K +116 New
CPG
659
Cornerstone Planning Group
New Jersey
$7.1K +$759 +13 +14%
BWP
660
Baldwin Wealth Partners
Massachusetts
$7.05K +$6.42K +110 New
TFGT
661
TS Financial Group (TSFG)
Illinois
$7K
TCM
662
Tradewinds Capital Management
Washington
$6.54K +$5.96K +102 New
WT
663
Washington Trust
Rhode Island
$6.53K -$117 -2 -2%
CFB
664
Cullen/Frost Bankers
Texas
$6.41K -$1.34K -23 -19%
RTL
665
Red Tortoise LLC
Georgia
$6.41K
GSEP
666
Golden State Equity Partners
California
$6.41K +$5.84K +100 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$6.37K
ZB
668
Zions Bancorporation
Utah
$6.03K -$3.62K -62 -40%
SC
669
Stephens Consulting
Michigan
$5.77K
BBHC
670
Brown Brothers Harriman & Co
New York
$5.58K +$3.39K +58 +200%
FFO
671
Fortitude Family Office
Arizona
$5.07K
RCM
672
Raleigh Capital Management
North Carolina
$5.07K +$1.4K +24 +44%
TCOV
673
Trust Company of Vermont
Vermont
$5.07K +$4.61K +79 New
BF
674
BOK Financial
Oklahoma
$4.82K
CB
675
CNB Bank
Pennsylvania
$4.81K

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.