We are live on ! Find out more

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
SL
676
Salomon & Ludwin
Virginia
$4.75K
SC
677
Steph & Co
Wisconsin
$4.68K +$4.26K +73 New
AAP
678
Arax Advisory Partners
Colorado
$4.57K -$1.23K -21 -23%
AWM
679
Abound Wealth Management
Tennessee
$4.24K
AGWCA
680
Annis Gardner Whiting Capital Advisors
Florida
$4.11K -$1.11K -19 -23%
ACM
681
Anfield Capital Management
California
$4.1K
BIA
682
Bell Investment Advisors
California
$3.91K +$525 +9 +17%
GBT
683
Grove Bank & Trust
Florida
$3.53K +$3.21K +55 New
DF
684
Dunhill Financial
United Kingdom
$3.52K +$1.46K +25 +83%
WOC
685
West Oak Capital
California
$3.47K +$35K +600 +12%
RF
686
Robinswood Financial
Washington
$3.21K
IAIM
687
International Assets Investment Management
Florida
$3.1K +$11.4M +195,947 +7,539%
CA
688
Centerpoint Advisors
Massachusetts
$3K
HGERS
689
Householder Group Estate & Retirement Specialist
Arizona
$3K
LJHT
690
Laurie J. Hall Trustee
$3K
HPC
691
HM Payson & Co
Maine
$2.95K +$2.69K +46 New
SC
692
SouthState Corp
Florida
$2.89K
NFSG
693
Newbridge Financial Services Group
Florida
$2.86K +$58 +1 +2%
TFM
694
TFC Financial Management
Massachusetts
$2.31K +$117 +2 +6%
QC
695
Quent Capital
New York
$2.05K
FMP
696
Financial Management Professionals
Texas
$2K
AEPWM
697
Atlantic Edge Private Wealth Management
Florida
$1.99K
CA
698
Continuum Advisory
Idaho
$1.78K -$10.5K -179 -86%
HWP
699
Highline Wealth Partners
California
$1.48K +$876 +15 +188%
HWM
700
HighMark Wealth Management
Minnesota
$1.31K

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.