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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
APM
776
Advanced Portfolio Management
New York
-$1.51M -23,534 Closed
OCBCO
777
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$1.32M -20,557 Closed
BC
778
Bridgefront Capital
Texas
-$1.28M -20,003 Closed
VIM
779
Vinva Investment Management
Australia
-$1.24M -19,398 Closed
SFC
780
Swisher Financial Concepts
Ohio
-$993K -18,476 Closed
FRM
781
Fox Run Management
Connecticut
-$1.16M -18,011 Closed
FTDI
782
First Trust Direct Indexing
Massachusetts
-$877K -13,673 Closed
FF
783
Friedenthal Financial
New Jersey
-$819K -12,773 Closed
SF
784
Synovus Financial
Georgia
-$815K -12,712 Closed
PAM
785
Panagora Asset Management
Massachusetts
-$612K -9,543 Closed
BWP
786
Balboa Wealth Partners
Arizona
-$488K -7,617 Closed
SPA
787
Sherbrooke Park Advisers
New York
-$459K -7,163 Closed
CWM
788
Congress Wealth Management
Massachusetts
-$410K -6,400 Closed
TSS
789
Two Sigma Securities
New York
-$391K -6,095 Closed
MPM
790
MBB Public Markets
Illinois
-$375K -5,850 Closed
WIM
791
Warwick Investment Management
Texas
-$345K -5,386 Closed
SCA
792
Snowden Capital Advisors
New York
-$261K -4,074 Closed
BRWA
793
B. Riley Wealth Advisors
Florida
-$249K -3,941 Closed
MFIM
794
Mesirow Financial Investment Management
Illinois
-$252K -3,926 Closed
SIA
795
Schechter Investment Advisors
Michigan
-$248K -3,866 Closed
WP
796
Westmount Partners
California
-$247K -3,853 Closed
WA
797
Wealth Alliance
New York
-$242K -3,773 Closed
DTL
798
Dynamic Technology Lab
Singapore
-$241K -3,759 Closed
DFCM
799
Dark Forest Capital Management
Puerto Rico
-$236K -3,686 Closed
AWA
800
Arkadios Wealth Advisors
Georgia
-$236K -3,682 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.