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
FGC
701
Financial Gravity Companies
Texas
$1.28K +$1.17K +20 New
MA
702
MCF Advisors
Kentucky
$1.03K -$350 -6 -27%
WWP
703
WR Wealth Planners
Missouri
$1.03K +$934 +16 New
TFA
704
Transamerica Financial Advisors
Florida
$1K
HWM
705
Hemington Wealth Management
Virginia
$1K +$1.34K +23 New
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$962
RTC
707
Riverview Trust Company
Washington
$962 +$876 +15 New
SFCL
708
Strengthening Families & Communities LLC
Massachusetts
$705
NL
709
NVWM LLC
Pennsylvania
$641
LFG
710
Larson Financial Group
Missouri
$641 +$584 +10 New
AP
711
Aspect Partners
Virginia
$577
ECM
712
Estabrook Capital Management
New York
$449
VCM
713
Versant Capital Management
Arizona
$449
WTC
714
WhitTier Trust Company
Nevada
$448
CT
715
Colonial Trust
South Carolina
$447 +$409 +7 New
HCP
716
Hexagon Capital Partners
Arkansas
$385
VWA
717
Valued Wealth Advisors
Utah
$385
CAM
718
Chesapeake Asset Management
New York
$320 +$292 +5 New
CA
719
Crewe Advisors
Utah
$257 +$234 +4 New
FPFS
720
First Personal Financial Services
North Carolina
$193 +$175 +3 New
WA
721
WestEnd Advisors
North Carolina
$192 +$175 +3 New
WBC
722
West Branch Capital
Massachusetts
$65 +$58 +1 New
DWM
723
Dogwood Wealth Management
Kansas
$2
Ohio Public Employees Retirement System (OPERS)
724
Ohio Public Employees Retirement System (OPERS)
Ohio
-$39.5M -769,901 Closed
Hudson Bay Capital Management
725
Hudson Bay Capital Management
Connecticut
-$14.1M -275,184 Closed

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.