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Ventas
VTR

Overview Fund Activity

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
10.31%
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

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$252M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$348M
3
BlackRock
3
BlackRock
New York
$2.95B
4
RC
4
Resolution Capital
Australia
$587M
5
American Century Companies
5
American Century Companies
Missouri
$207M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.2M
2
AAMU
2
APG Asset Management US
New York
$821M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$9.96M
4
Millennium Management
4
Millennium Management
New York
$1.56M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
676
Bell Investment Advisors
California
$3.91K +$577 +9 +17%
GBT
677
Grove Bank & Trust
Florida
$3.53K +$3.53K +55 New
DF
678
Dunhill Financial
United Kingdom
$3.52K +$1.6K +25 +83%
WOC
679
West Oak Capital
California
$3.47K +$385 +600 +12%
IAIM
680
International Assets Investment Management
Florida
$3.1K +$3.06K +195,947 +7,539%
LJHT
681
Laurie J. Hall Trustee
$3K – – –
CA
682
Centerpoint Advisors
Massachusetts
$3K – – –
HGERS
683
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
HPC
684
HM Payson & Co
Maine
$2.95K +$2.95K +46 New
SC
685
SouthState Corp
Florida
$2.89K – – –
NFSG
686
Newbridge Financial Services Group
Florida
$2.86K +$64 +1 +2%
TFM
687
TFC Financial Management
Massachusetts
$2.31K +$128 +2 +6%
QC
688
Quent Capital
New York
$2.05K – – –
FMP
689
Financial Management Professionals
Texas
$2K – – –
AEPWM
690
Atlantic Edge Private Wealth Management
Florida
$1.99K – – –
CA
691
Continuum Advisory
Idaho
$1.78K -$11.4K -179 -86%
HWP
692
Highline Wealth Partners
California
$1.48K +$962 +15 +188%
HWM
693
HighMark Wealth Management
Minnesota
$1.31K – – –
FGC
694
Financial Gravity Companies
Texas
$1.28K +$1.28K +20 New
MA
695
MCF Advisors
Kentucky
$1.03K -$385 -6 -27%
WWP
696
WR Wealth Planners
Missouri
$1.03K +$1.03K +16 New
TFA
697
Transamerica Financial Advisors
Florida
$1K – – –
HWM
698
Hemington Wealth Management
Virginia
$1K +$1K +23 New
Kayne Anderson Rudnick Investment Management
699
Kayne Anderson Rudnick Investment Management
California
$962 – – –
RTC
700
Riverview Trust Company
Washington
$962 +$962 +15 New
26 27
28
29 30