Ventas
623 hedge funds and large institutions have $17B invested in Ventas in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 217 increasing their positions, 226 reducing their positions, and 71 closing their positions.
30% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 71
14% more capital invested
Capital invested by funds: $14.9B → $17B (+$2.11B)
3.19% more ownership
Funds ownership: 92.71% → 95.9% (+3.2%)
2% more funds holding
Funds holding: 613 → 623 (+10)
2% more call options, than puts
Call options by funds: $63.6M | Put options by funds: $62.3M
4% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 226
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$117M |
| 2 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$104M |
| 3 |
BlackRock
New York
|
+$96.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$41M |
| 5 |
Morgan Stanley
New York
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$65.8M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$26.6M |
| 3 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$24.1M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$22.8M |
| 5 |
Goldman Sachs
New York
|
-$21.8M |
VTR Hedge Fund Activity: Q4 2022 in Review
623 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2022, worth a combined $17B — up 14% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new VTR positions and 71 closed out — a net gain of 21 holders — while 217 added to existing stakes and 226 trimmed.
The largest buyer was Resolution Capital, opening a new position worth an estimated $117M. The largest seller was Centersquare Investment Management, cutting an estimated $65.8M.
- 623 institutional investors held Ventas (VTR) as of Q4 2022, up from 613 in Q3 2022.
- Funds reported $17B of Ventas stock for Q4 2022, up 14% quarter-over-quarter.
- 92 funds opened new Ventas positions in Q4 2022 and 71 closed out, a net change of +21 holders.
- The largest Ventas buyer in Q4 2022 was Resolution Capital, an estimated $117M added.
- The largest Ventas seller in Q4 2022 was Centersquare Investment Management, an estimated $65.8M sold.
Based on aggregated 13F filings for Q4 2022.