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Ventas
VTR

Overview Fund Activity

647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$193M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.02B
3
Norges Bank
3
Norges Bank
Norway
$275M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.05B
5
BlackRock
5
BlackRock
New York
$1.87B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$190M
2
Deutsche Bank
2
Deutsche Bank
Germany
$48.8M
3
State Street
3
State Street
Massachusetts
$1.17B
4
ACM
4
AEW Capital Management
Massachusetts
$12.5M
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
676
J.W. Cole Advisors
Florida
– -$308K -6,172 Closed
PPW
677
Pasadena Private Wealth
California
– -$307K -6,155 Closed
GIA
678
Gateway Investment Advisers
Ohio
– -$302K -6,062 Closed
FAIM
679
Financial Advocates Investment Management
Washington
– -$292K -5,852 Closed
SI
680
Stephens Inc
Arkansas
– -$281K -5,637 Closed
SFA
681
Sequoia Financial Advisors
Ohio
– -$273K -5,487 Closed
Lazard Asset Management
682
Lazard Asset Management
New York
– -$264K -5,298 Closed
CP
683
Camelot Portfolios
Ohio
– -$257K -5,153 Closed
DC
684
Davenport & Co
Virginia
– -$248K -4,973 Closed
CW
685
CreativeOne Wealth
Kansas
– -$237K -4,749 Closed
OA
686
Oracle Alpha
Ontario, Canada
– -$233K -4,665 Closed
OIA
687
OneDigital Investment Advisors
Kansas
– -$227K -4,560 Closed
DILIC
688
Dai-ichi Life Insurance Company
Japan
– -$225K -4,524 Closed
PCS
689
Personal CFO Solutions
New Jersey
– -$225K -4,518 Closed
SFI
690
Siemens Fonds Invest
Germany
– -$225K -4,517 Closed
CGL
691
Clarius Group LLC
Washington
– -$223K -4,477 Closed
GWAG
692
Garrett Wealth Advisory Group
Texas
– -$219K -4,401 Closed
Vontobel Holding
693
Vontobel Holding
Switzerland
– -$219K -4,391 Closed
LWM
694
Laidlaw Wealth Management
New York
– -$216K -4,342 Closed
CI
695
Cigna Investments
Connecticut
– -$214K -4,286 Closed
ISL
696
Ingalls & Snyder LLC
New York
– -$211K -4,241 Closed
VAS
697
Vestmark Advisory Solutions
Massachusetts
– -$205K -4,123 Closed
TNA
698
True North Advisors
Texas
– -$205K -4,113 Closed
SIA
699
Schechter Investment Advisors
Michigan
– -$203K -4,071 Closed
Brown Advisory
700
Brown Advisory
Maryland
– -$203K -4,064 Closed
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