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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.

New
Increased
Maintained
Reduced
Closed
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 %
GWP
701
Gateway Wealth Partners
Wisconsin
– -$202K -4,056 Closed
BA
702
Bristlecone Advisors
Washington
– -$202K -4,051 Closed
HWM
703
Heirloom Wealth Management
Colorado
– -$200K -4,018 Closed
PS
704
Planned Solutions
California
– -$198K -3,977 Closed
ASN
705
Advisory Services Network
Georgia
– -$159K -3,195 Closed
Parallax Volatility Advisers
706
Parallax Volatility Advisers
California
– -$149K -2,988 Closed
LFA
707
Livelsberger Financial Advisory
Ohio
– -$55.2K -1,108 Closed
RFA
708
Resurgent Financial Advisors
Georgia
– -$51.6K -1,035 Closed
DI
709
DAGCO Inc
Ohio
– -$45.7K -917 Closed
EC
710
EdgeRock Capital
Colorado
– -$37K -799 Closed
ACA
711
Atlas Capital Advisors
Wyoming
– -$29.8K -598 Closed
GWS
712
Glassman Wealth Services
Virginia
– -$28.4K -570 Closed
SSG
713
Summit Securities Group
New York
– -$25K -500 Closed
LIA
714
Luken Investment Analytics
Tennessee
– -$22.6K -453 Closed
TCWA
715
Turtle Creek Wealth Advisors
Texas
– -$20.9K -420 Closed
FBC
716
Fairfield, Bush & Co
Connecticut
– -$19.6K -394 Closed
AIMA
717
Ables Iannone Moore & Associates
Georgia
– -$18.4K -370 Closed
LA
718
LM Advisors
California
– -$15K -300 Closed
HWA
719
Heritage Wealth Advisors
Virginia
– -$15K -300 Closed
EWP
720
Elevation Wealth Partners
California
– -$10.5K -250 Closed
BBHC
721
Brown Brothers Harriman & Co
New York
– -$7.88K -158 Closed
WTG
722
West Tower Group
Virginia
– -$4.39K -88 Closed
PVH
723
Psagot Value Holdings
Israel
– -$4K -75 Closed
TFG
724
Team Financial Group
California
– -$3.41K -68 Closed
TWD
725
True Wealth Design
Ohio
– -$2.09K -42 Closed
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