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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$21.3M -$1.51M -24,078 -6%
First Trust Advisors
102
First Trust Advisors
Illinois
$19.8M +$11.1M +176,958 +111%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$19.4M +$390K +6,213 +2%
CPC
104
Cookson Peirce & Co
Pennsylvania
$19.3M +$34.9K +555 +0.2%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$19.3M -$627K -9,975 -3%
UIC
106
Uniplan Investment Counsel
Wisconsin
$19M -$441K -7,012 -2%
Handelsbanken Fonder
107
Handelsbanken Fonder
Sweden
$18.1M +$3.26M +51,838 +20%
N
108
Natixis
France
$18.1M -$26.2M -417,452 -58%
Verition Fund Management
109
Verition Fund Management
Connecticut
$18M +$13.9M +221,972 +263%
CIMLRA
110
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.7M +$245K +3,902 +1%
BC
111
Brookfield Corp
Ontario, Canada
$17.5M -$2.59M -41,149 -12%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$17.3M -$960K -15,278 -5%
Wells Fargo
113
Wells Fargo
California
$17.2M -$851K -13,549 -4%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M -$1.47M -23,329 -8%
SGK
115
Steigerwald Gordon & Koch
Virginia
$16.4M +$88K +1,401 +0.5%
WorldQuant Millennium Advisors
116
WorldQuant Millennium Advisors
New York
$16.1M +$17.2M +273,340 New
WHG
117
Westwood Holdings Group
Texas
$16.1M -$2.64M -41,949 -13%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$16.1M +$4.89M +77,890 +40%
AAF
119
Andra AP-fonden
Sweden
$15.5M +$6.17M +98,200 +60%
ERSOT
120
Employees Retirement System of Texas
Texas
$15.2M +$2.86M +45,500 +21%
DSA
121
Davis Selected Advisers
Arizona
$14.8M -$1.85M -29,480 -10%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$14.7M -$112K -1,780 -0.7%
Aviva
123
Aviva
United Kingdom
$14.7M -$1.57M -24,945 -9%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$14.7M +$6.28K +100 +0%
Capital Fund Management (CFM)
125
Capital Fund Management (CFM)
France
$14.6M +$13.9M +221,484 +820%

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.