713 hedge funds and large institutions have $25.2B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 286 increasing their positions, 230 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+24
Holders Change %
+3.48%
% of All Funds
10.32%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
94
Increased
286
Reduced
230
Closed
61
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
651
Private Wealth Management Group
New Jersey
$7.63K +$128 +2 +2%
OC
652
Oarsman Capital
Wisconsin
$7.44K +$7.44K +116 New
CPG
653
Cornerstone Planning Group
New Jersey
$7.1K +$855 +13 +14%
BWP
654
Baldwin Wealth Partners
Massachusetts
$7.05K +$7.05K +110 New
TFGT
655
TS Financial Group (TSFG)
Illinois
$7K
TCM
656
Tradewinds Capital Management
Washington
$6.54K +$6.54K +102 New
WT
657
Washington Trust
Rhode Island
$6.53K -$128 -2 -2%
CFB
658
Cullen/Frost Bankers
Texas
$6.41K -$1.48K -23 -19%
RTL
659
Red Tortoise LLC
Georgia
$6.41K
GSEP
660
Golden State Equity Partners
California
$6.41K +$6.41K +100 New
PMFA
661
Plante Moran Financial Advisors
Michigan
$6.37K
ZB
662
Zions Bancorporation
Utah
$6.03K -$3.98K -62 -40%
SC
663
Stephens Consulting
Michigan
$5.77K
BBHC
664
Brown Brothers Harriman & Co
New York
$5.58K +$3.72K +58 +200%
FFO
665
Fortitude Family Office
Arizona
$5.07K
RCM
666
Raleigh Capital Management
North Carolina
$5.07K +$1.54K +24 +44%
TCOV
667
Trust Company of Vermont
Vermont
$5.07K +$5.07K +79 New
BF
668
BOK Financial
Oklahoma
$4.82K
CB
669
CNB Bank
Pennsylvania
$4.81K
SL
670
Salomon & Ludwin
Virginia
$4.75K
SC
671
Steph & Co
Wisconsin
$4.68K +$4.68K +73 New
AAP
672
Arax Advisory Partners
Colorado
$4.57K -$1.35K -21 -23%
AWM
673
Abound Wealth Management
Tennessee
$4.24K
AGWCA
674
Annis Gardner Whiting Capital Advisors
Florida
$4.11K -$1.22K -19 -23%
ACM
675
Anfield Capital Management
California
$4.1K