We are live on ! Find out more

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
TCOV
701
Trust Company of Vermont
Vermont
$4.65K
HNW
702
High Note Wealth
Minnesota
$4.65K +$4.96K +79 New
DF
703
Dunhill Financial
United Kingdom
$4.38K +$1.19K +19 +35%
SL
704
Salomon & Ludwin
Virginia
$4.36K
BF
705
BOK Financial
Oklahoma
$4.19K -$251 -4 -5%
RCM
706
Raleigh Capital Management
North Carolina
$4.06K -$628 -10 -13%
S
707
Sachetta
Massachusetts
$3.83K -$7.23K -115 -64%
MSWM
708
Mowery & Schoenfeld Wealth Management
Illinois
$3.83K +$4.08K +65 New
AGWCA
709
Annis Gardner Whiting Capital Advisors
Florida
$3.79K
ACM
710
Anfield Capital Management
California
$3.77K
OP
711
ORG Partners
Indiana
$3.71K -$18.5K -295 -82%
Q1WB
712
Quest 10 Wealth Builders
Virginia
$3.66K +$3.9K +62 New
CFB
713
Cullen/Frost Bankers
Texas
$3.65K -$2.39K -38 -38%
BIA
714
Bell Investment Advisors
California
$3.59K
CWM
715
CarsonAllaria Wealth Management
Illinois
$3.23K -$120K -1,908 -97%
HGERS
716
Householder Group Estate & Retirement Specialist
Arizona
$3K -$189 -3 -5%
LJHT
717
Laurie J. Hall Trustee
$3K
HWA
718
HHM Wealth Advisors
Tennessee
$2.71K +$2.89K +46 New
SC
719
SouthState Corp
Florida
$2.65K
WWP
720
WR Wealth Planners
Missouri
$2.65K +$1.82K +29 +181%
KIM
721
Kestra Investment Management
Texas
$2.4K +$2.58K +41 New
QC
722
Quent Capital
New York
$2.36K +$503 +8 +25%
Kayne Anderson Rudnick Investment Management
723
Kayne Anderson Rudnick Investment Management
California
$2.29K +$1.45K +23 +153%
TFM
724
TFC Financial Management
Massachusetts
$2.12K
CA
725
Centerpoint Advisors
Massachusetts
$2K

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.