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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
GWP
676
Gen-Wealth Partners
Michigan
$9.89K
AA
677
Addison Advisors
Vermont
$9.6K
SIC
678
SJS Investment Consulting
Ohio
$9.25K +$9.87K +157 New
PPC
679
Park Place Capital
Alabama
$8.6K
NFSG
680
Newbridge Financial Services Group
Florida
$8.36K +$6.09K +97 +216%
KFI
681
Key Financial Inc
Pennsylvania
$8.13K
HFS
682
Hantz Financial Services
Michigan
$8K
A
683
AlphaQuest
New York
$7.66K +$8.17K +130 New
CPG
684
Cornerstone Planning Group
New Jersey
$7.5K +$817 +13 +12%
CSC
685
Caldwell Sutter Capital
California
$7.3K
FLP
686
Financial Life Planners
Arizona
$7.03K +$7.48K +119 New
SO
687
Sierra Ocean
California
$6.89K +$7.35K +117 New
OC
688
Oarsman Capital
Wisconsin
$6.83K
GBT
689
Grove Bank & Trust
Florida
$6.3K +$3.27K +52 +95%
DP
690
Denver PWM
Colorado
$6.16K +$6.6K +105 New
WT
691
Washington Trust
Rhode Island
$6.04K
TFGT
692
TS Financial Group (TSFG)
Illinois
$6K
RTL
693
Red Tortoise LLC
Georgia
$5.89K
FDW
694
Fourth Dimension Wealth
Ohio
$5.89K +$6.28K +100 New
PMFA
695
Plante Moran Financial Advisors
Michigan
$5.85K
PWMG
696
Private Wealth Management Group
New Jersey
$5.36K -$1.76K -28 -24%
SC
697
Stephens Consulting
Michigan
$5.3K
AF
698
Advisornet Financial
Minnesota
$5.01K -$4.15K -66 -44%
AWM
699
Abound Wealth Management
Tennessee
$4.71K +$880 +14 +21%
FFO
700
Fortitude Family Office
Arizona
$4.71K +$63 +1 +1%

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.