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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
AG
651
AmeriFlex Group
Nevada
$16.7K +$17.3K +276 New
WSFS
652
Wilmington Savings Fund Society
Delaware
$16.2K
OIA
653
Optimum Investment Advisors
Illinois
$15.9K
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$15.9K
CFGS
655
Concourse Financial Group Securities
Alabama
$15.5K +$7.1K +113 +74%
WPA
656
West Paces Advisors
Georgia
$15.5K
CIA
657
Cape Investment Advisory
Georgia
$15.4K +$126 +2 +0.8%
VCM
658
Versant Capital Management
Arizona
$15.4K +$16K +254 +3,629%
CT
659
Colonial Trust
South Carolina
$14.7K +$15.3K +243 +3,471%
GPFA
660
Game Plan Financial Advisors
Ohio
$14.6K
CAL
661
Capital Advisors Ltd
Ohio
$14K
CA
662
Clearstead Advisors
Ohio
$13.9K -$19.3K -307 -57%
VWM
663
Venturi Wealth Management
Texas
$13.7K +$1.38K +22 +10%
PP
664
PFS Partners
New Jersey
$13.6K
SR
665
Syntax Research
Florida
$13.5K
PTC
666
Private Trust Company
Ohio
$13.3K
ST
667
Smithfield Trust
Pennsylvania
$13K
VWM
668
Valley Wealth Managers
New Jersey
$13K
HNB
669
Hilltop National Bank
Wyoming
$12.8K
MAM
670
Meeder Asset Management
Ohio
$12.8K -$943 -15 -6%
GKIM
671
GW&K Investment Management
Massachusetts
$12K +$251 +4 +2%
PSFG
672
Park Square Financial Group
Georgia
$11.8K +$12.6K +200 New
CNBTD
673
Citizens National Bank Trust Department
Mississippi
$11.4K
ZB
674
Zions Bancorporation
Utah
$11.3K +$6.16K +98 +104%
BCWM
675
Bartlett & Co Wealth Management
Ohio
$11.2K +$11.8K +188 New

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.