We are live on ! Find out more

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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$30.2M
Swedbank
77
Swedbank
Sweden
$29.2M -$42.4K -727 -0.2%
WCP
78
Waterfront Capital Partners
New York
$29.1M -$17.3M -296,370 -39%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$27.7M +$24.9M +427,215 +7,911%
CCM
80
Chilton Capital Management
Texas
$26.8M -$1.48M -25,319 -6%
Macquarie Group
81
Macquarie Group
Australia
$26.6M +$1.19M +20,417 +5%
Allianz Asset Management
82
Allianz Asset Management
Germany
$25.8M +$5.46M +93,496 +30%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$25M -$904K -15,488 -4%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$24.7M -$1.17M -20,109 -5%
LIMS
85
Lasalle Investment Management Securities
Maryland
$24.1M -$12.7M -217,197 -37%
Ameriprise
86
Ameriprise
Minnesota
$23.1M -$3.7M -63,443 -13%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$23M +$29.3K +501 +0.1%
BC
88
Brookfield Corp
Ontario, Canada
$21.7M +$306K +5,243 +2%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$21.6M -$190K -3,257 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.3M +$1.42M +24,300 +8%
UIC
91
Uniplan Investment Counsel
Wisconsin
$21.2M +$6.68M +114,482 +53%
CPC
92
Cookson Peirce & Co
Pennsylvania
$21M +$19.1M +326,860 New
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$20.7M +$27.6K +472 +0.1%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$20.5M +$2.37M +40,596 +15%
PS
95
Presima Securities
Quebec, Canada
$20.4M +$11.3M +193,889 +155%
WHG
96
Westwood Holdings Group
Texas
$20.2M +$494K +8,455 +3%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$19.8M +$1.93M +33,113 +12%
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$19.8M +$18M +307,988 New
LA
99
LBP AM
France
$19.7M +$9.27M +158,811 +107%
Wells Fargo
100
Wells Fargo
California
$19.6M +$2.21M +37,789 +14%

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.