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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 %
CIAS
726
CBIZ Investment Advisory Services
Ohio
$1.42K +$1.42K +24 New
TSMHT
727
Thurston Springer Miller Herd & Titak
Indiana
$1.41K -$42.4K -720 -97%
HWM
728
HighMark Wealth Management
Minnesota
$1.21K – – –
FGC
729
Financial Gravity Companies
Texas
$1.18K – – –
NC
730
NewSquare Capital
Pennsylvania
$1.12K +$1.12K +19 New
RPA
731
Redwood Park Advisors
California
$1.12K +$1.12K +19 New
SFCL
732
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
HWM
733
Hemington Wealth Management
Virginia
$1K – – –
MA
734
MCF Advisors
Kentucky
$943 – – –
RTC
735
Riverview Trust Company
Washington
$883 – – –
SAM
736
Synergy Asset Management
Washington
$834 +$834 +13 New
CSWM
737
Cassady Schiller Wealth Management
Ohio
$766 +$766 +13 New
PWA
738
Physician Wealth Advisors
Utah
$648 +$648 +11 New
NL
739
NVWM LLC
Pennsylvania
$589 – – –
PWA
740
Principia Wealth Advisory
Texas
$589 +$589 +10 New
WCM
741
WealthTrak Capital Management
Virginia
$589 +$589 +10 New
AP
742
Aspect Partners
Virginia
$530 – – –
NRG
743
Nemes Rush Group
Michigan
$471 +$471 +8 New
ECM
744
Estabrook Capital Management
New York
$412 – – –
VWA
745
Valued Wealth Advisors
Utah
$357 – – –
HCP
746
Hexagon Capital Partners
Arkansas
$353 – – –
WW
747
Winnow Wealth
Texas
$350 +$350 +6 New
AWM
748
Activest Wealth Management
Florida
$294 +$294 +5 New
WBC
749
West Branch Capital
Massachusetts
$59 – – –
RFG
750
REAP Financial Group
Texas
$29 +$29 +1 New
28 29
30
31 32