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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
SFCL
676
Strengthening Families & Communities LLC
Massachusetts
$1K +$515 +11 New
RWM
677
Ruedi Wealth Management
Illinois
$820 +$749 +16 New
Kayne Anderson Rudnick Investment Management
678
Kayne Anderson Rudnick Investment Management
California
$769 -$515 -11 -42%
OWA
679
Opal Wealth Advisors
New York
$718
NL
680
NVWM LLC
Pennsylvania
$513 +$468 +10 New
ECM
681
Everence Capital Management
Indiana
$499
AP
682
Aspect Partners
Virginia
$461 +$94 +2 +29%
HWP
683
Highline Wealth Partners
California
$410
ECM
684
Estabrook Capital Management
New York
$359
PWA
685
Provenance Wealth Advisors
Florida
$359
VCM
686
Versant Capital Management
Arizona
$359
WTC
687
WhitTier Trust Company
Nevada
$358 +$328 +7 New
HCP
688
Hexagon Capital Partners
Arkansas
$308
VWA
689
Valued Wealth Advisors
Utah
$308
JWA
690
JFS Wealth Advisors
Pennsylvania
$52 -$187 -4 -80%
TWC
691
TD Waterhouse Canada
Ontario, Canada
$51 +$47 +1 New
DWM
692
Dogwood Wealth Management
Kansas
$2
RGREA
693
Ranger Global Real Estate Advisors
Colorado
-$31.2M -406,307 Closed
RP
694
Reinhart Partners
Wisconsin
-$9.81M -225,212 Closed
ACM
695
Adelante Capital Management
California
-$8.51M -181,626 -23%
FFL
696
Flat Footed LLC
Wyoming
-$7.42M -170,525 Closed
CCM
697
Cinctive Capital Management
New York
-$7.17M -164,763 Closed
SAG
698
SageView Advisory Group
California
-$14.9M -160,349 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
699
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.4M -124,096 Closed
AIG
700
American International Group
New York
-$4.58M -105,207 Closed

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.