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Ventas
VTR

Overview Fund Activity

749 hedge funds and large institutions have $25.2B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 299 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+36
Holders Change %
+5.05%
% 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
0.15%
New
114
Increased
299
Reduced
229
Closed
70
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$366M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$190M
4
RIM
4
Rush Island Management
New York
$182M
5
BlackRock
5
BlackRock
New York
$2.81B

Top Sellers

1
RC
1
Resolution Capital
Australia
$420M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.29B
3
AAMU
3
APG Asset Management US
New York
$685M
4
Bank of America
4
Bank of America
North Carolina
$90.4M
5
Prudential Financial
5
Prudential Financial
New Jersey
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
701
Mowery & Schoenfeld Wealth Management
Illinois
$3.83K +$3.83K +65 New
AGWCA
702
Annis Gardner Whiting Capital Advisors
Florida
$3.79K – – –
ACM
703
Anfield Capital Management
California
$3.77K – – –
OP
704
ORG Partners
Indiana
$3.71K -$17.4K -295 -82%
Q1WB
705
Quest 10 Wealth Builders
Virginia
$3.66K +$3.66K +62 New
CFB
706
Cullen/Frost Bankers
Texas
$3.65K -$2.24K -38 -38%
BIA
707
Bell Investment Advisors
California
$3.59K – – –
CWM
708
CarsonAllaria Wealth Management
Illinois
$3.23K -$114K -1,908 -97%
HGERS
709
Householder Group Estate & Retirement Specialist
Arizona
$3K -$164 -3 -5%
LJHT
710
Laurie J. Hall Trustee
$3K – – –
HWA
711
HHM Wealth Advisors
Tennessee
$2.71K +$2.71K +46 New
SC
712
SouthState Corp
Florida
$2.65K – – –
WWP
713
WR Wealth Planners
Missouri
$2.65K +$1.71K +29 +181%
KIM
714
Kestra Investment Management
Texas
$2.4K +$2.4K +41 New
QC
715
Quent Capital
New York
$2.36K +$471 +8 +25%
Kayne Anderson Rudnick Investment Management
716
Kayne Anderson Rudnick Investment Management
California
$2.29K +$1.38K +23 +153%
TFM
717
TFC Financial Management
Massachusetts
$2.12K – – –
CA
718
Centerpoint Advisors
Massachusetts
$2K – – –
CF
719
Conquis Financial
California
$1.94K +$1.94K +33 New
AEPWM
720
Atlantic Edge Private Wealth Management
Florida
$1.83K – – –
FMP
721
Financial Management Professionals
Texas
$1.71K – – –
CA
722
Continuum Advisory
Idaho
$1.65K – – –
HWP
723
Highline Wealth Partners
California
$1.59K +$236 +4 +17%
LFG
724
Larson Financial Group
Missouri
$1.53K +$942 +16 +160%
WA
725
WPG Advisers
Maryland
$1.53K +$1.53K +26 New
27 28
29
30 31