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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
CP
751
Camelot Portfolios
Ohio
-$238K -4,648 Closed
ISL
752
Ingalls & Snyder LLC
New York
-$210K -4,106 Closed
HTIM
753
Harbour Trust & Investment Management
Indiana
-$207K -4,038 Closed
BFM
754
Boothbay Fund Management
New York
-$202K -3,947 Closed
QL
755
Quarry LP
New York
-$138K -2,697 Closed
SWS
756
SYSTM Wealth Solutions
Illinois
-$129K -2,526 Closed
AA
757
Ancora Advisors
Ohio
-$103K -2,000 Closed
LTI
758
Laffer Tengler Investments
Tennessee
-$91.1K -1,778 Closed
PAS
759
Point72 Asia (Singapore)
Singapore
-$48K -936 Closed
RWMG
760
Redwood Wealth Management Group
New Jersey
-$43.5K -849 Closed
EC
761
EdgeRock Capital
Colorado
-$41K -799 Closed
MTIC
762
Missouri Trust & Investment Company
Missouri
-$17.9K -350 Closed
IGAM
763
iA Global Asset Management
Quebec, Canada
-$10K -199 Closed
EC
764
EntryPoint Capital
New York
-$8.36K -163 Closed
DP
765
Denver PWM
Colorado
-$5.28K -103 Closed
GI
766
Gradient Investments
Minnesota
-$5.13K -100 Closed
VNA
767
Valley National Advisers
Pennsylvania
-$4K -95 Closed
AAG
768
Armstrong Advisory Group
Massachusetts
-$4K -78 Closed
UWS
769
Unique Wealth Strategies
Illinois
-$3.18K -73 Closed
DWA
770
Delos Wealth Advisors
Texas
-$3.23K -63 Closed
CWP
771
Concord Wealth Partners
Virginia
-$2.87K -56 Closed
RFG
772
RFP Financial Group
Georgia
-$2.31K -45 Closed
WIA
773
Wetzel Investment Advisors
Indiana
-$1.7K -39 Closed
FW
774
Fairway Wealth
Ohio
-$1.84K -36 Closed
IRC
775
Investors Research Corp
Georgia
-$1.84K -36 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.