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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
NRG
751
Nemes Rush Group
Michigan
$471 +$503 +8 New
ECM
752
Estabrook Capital Management
New York
$412
VWA
753
Valued Wealth Advisors
Utah
$357
HCP
754
Hexagon Capital Partners
Arkansas
$353
WW
755
Winnow Wealth
Texas
$350 +$377 +6 New
AWM
756
Activest Wealth Management
Florida
$294 +$314 +5 New
WBC
757
West Branch Capital
Massachusetts
$59
RFG
758
REAP Financial Group
Texas
$29 +$63 +1 New
SSB
759
Sandy Spring Bank
Maryland
$19
Arrowstreet Capital
760
Arrowstreet Capital
Massachusetts
-$19.8M -307,988 Closed
VC
761
Vision Capital
Ontario, Canada
-$16.4M -255,153 Closed
IAIM
762
International Assets Investment Management
Florida
-$3.1K -198,546 Closed
BCP
763
BSN Capital Partners
United Kingdom
-$8.91M -169,200 Closed
Alyeska Investment Group
764
Alyeska Investment Group
Illinois
-$9.96M -155,290 Closed
MNA
765
Manning & Napier Advisors
New York
-$6.88M -107,223 Closed
SP
766
Sarasin & Partners
United Kingdom
-$5.47M -85,302 Closed
AP
767
Advisors Preferred
Maryland
-$4.82M -75,425 Closed
LMGAM
768
Liberty Mutual Group Asset Management
Massachusetts
-$4.5M -70,117 Closed
UOC
769
UBS O'Connor
Illinois
-$3.72M -58,017 Closed
PD
770
Point72 (DIFC)
United Arab Emirates
-$2.31M -36,022 Closed
XT
771
XTX Topco
Cayman Islands
-$2.25M -35,091 Closed
NRD
772
Nebula Research & Development
New York
-$2.15M -33,465 Closed
CM
773
Caption Management
Oklahoma
-$1.89M -30,000 Closed
Acadian Asset Management
774
Acadian Asset Management
Massachusetts
-$1.84M -28,731 Closed
TCM
775
Twin Capital Management
Pennsylvania
-$1.79M -27,920 Closed

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.