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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
PPW
801
Pasadena Private Wealth
California
-$236K -3,679 Closed
FAIM
802
Financial Advocates Investment Management
Washington
-$234K -3,644 Closed
KWM
803
Kingsview Wealth Management
Oregon
-$226K -3,520 Closed
PPWP
804
Premier Path Wealth Partners
New Jersey
-$220K -3,428 Closed
CGL
805
Clarius Group LLC
Washington
-$216K -3,384 Closed
GJWM
806
Gilliland Jeter Wealth Management
Arkansas
-$213K -3,323 Closed
MYLI
807
Meiji Yasuda Life Insurance
Japan
-$207K -3,234 Closed
KA
808
Kovack Advisors
Florida
-$207K -3,223 Closed
CIS
809
Custom Index Systems
New York
-$202K -3,152 Closed
Optiver Holding
810
Optiver Holding
Netherlands
-$201K -3,140 Closed
Group One Trading
811
Group One Trading
Illinois
-$154K -2,443 Closed
CP
812
Castleview Partners
Texas
-$128K -1,999 Closed
AA
813
Alta Advisers
United Kingdom
-$96.2K -1,500 Closed
NS
814
NBC Securities
Alabama
-$61K -952 Closed
DWS
815
Dynamic Wealth Strategies
California
-$41K -642 Closed
JPWM
816
Jamison Private Wealth Management
Georgia
-$31.8K -496 Closed
MFC
817
Mechanics Financial Corp
Ohio
-$22.4K -350 Closed
BFPW
818
BOK Financial Private Wealth
Colorado
-$20.1K -314 Closed
ATS
819
Ashton Thomas Securities
New York
-$15.8K -246 Closed
CPA
820
Capital Performance Advisors
California
-$8.57K -134 Closed
BWP
821
Baldwin Wealth Partners
Massachusetts
-$7.05K -110 Closed
TCM
822
Tradewinds Capital Management
Washington
-$6.54K -102 Closed
GSEP
823
Golden State Equity Partners
California
-$6.41K -100 Closed
CB
824
CNB Bank
Pennsylvania
-$4.81K -75 Closed
SC
825
Steph & Co
Wisconsin
-$4.68K -73 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.