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
CF
726
Conquis Financial
California
$1.94K +$2.07K +33 New
AEPWM
727
Atlantic Edge Private Wealth Management
Florida
$1.83K
FMP
728
Financial Management Professionals
Texas
$1.71K
CA
729
Continuum Advisory
Idaho
$1.65K
HWP
730
Highline Wealth Partners
California
$1.59K +$251 +4 +17%
LFG
731
Larson Financial Group
Missouri
$1.53K +$1K +16 +160%
WA
732
WPG Advisers
Maryland
$1.53K +$1.63K +26 New
CIAS
733
CBIZ Investment Advisory Services
Ohio
$1.42K +$1.51K +24 New
TSMHT
734
Thurston Springer Miller Herd & Titak
Indiana
$1.41K -$45.2K -720 -97%
HWM
735
HighMark Wealth Management
Minnesota
$1.21K
FGC
736
Financial Gravity Companies
Texas
$1.18K
CWP
737
Clark Wealth Partners
Illinois
$1.12K +$1.19K +19 New
NC
738
NewSquare Capital
Pennsylvania
$1.12K +$1.19K +19 New
RPA
739
Redwood Park Advisors
California
$1.12K +$1.19K +19 New
HWM
740
Hemington Wealth Management
Virginia
$1K
SFCL
741
Strengthening Families & Communities LLC
Massachusetts
$1K
MA
742
MCF Advisors
Kentucky
$943
RTC
743
Riverview Trust Company
Washington
$883
SAM
744
Synergy Asset Management
Washington
$834 +$817 +13 New
CSWM
745
Cassady Schiller Wealth Management
Ohio
$766 +$817 +13 New
PWA
746
Physician Wealth Advisors
Utah
$648 +$691 +11 New
NL
747
NVWM LLC
Pennsylvania
$589
PWA
748
Principia Wealth Advisory
Texas
$589 +$628 +10 New
WCM
749
WealthTrak Capital Management
Virginia
$589 +$628 +10 New
AP
750
Aspect Partners
Virginia
$530

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.