Ventas
VTR
648 hedge funds and large institutions have $20.1B invested in Ventas in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 240 increasing their positions, 204 reducing their positions, and 61 closing their positions.
214% more call options, than puts
Call options by funds: $268M | Put options by funds: $85.5M
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
34% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 61
31% more capital inflows, than outflows
Capital inflows: $1.38B | Capital outflows: $1.05B
18% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 204
2% more funds holding
Funds holding: 633 → 648 (+15)
1.19% more ownership
Funds ownership: 92.49% → 93.68% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Zimmer Partners
New York
|
+$192M |
| 2 |
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$147M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$139M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$71.7M |
| 5 |
AEW Capital Management
Boston,
Massachusetts
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$283M |
| 2 |
Brookfield Corp
Toronto,
Ontario, Canada
|
-$106M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$94.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$54.1M |
| 5 |
Camber Capital Management
Boston,
Massachusetts
|
-$48M |
VTR Hedge Fund Activity: Q2 2021 in Review
648 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2021, worth a combined $20.1B — up 8.6% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VTR positions and 61 closed out — a net gain of 21 holders — while 240 added to existing stakes and 204 trimmed.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $192M. The largest seller was Cohen & Steers, cutting an estimated $283M.
- 648 institutional investors held Ventas (VTR) as of Q2 2021, up from 633 in Q1 2021.
- Funds reported $20.1B of Ventas stock for Q2 2021, up 8.6% quarter-over-quarter.
- 82 funds opened new Ventas positions in Q2 2021 and 61 closed out, a net change of +21 holders.
- The largest Ventas buyer in Q2 2021 was Zimmer Partners, an estimated $192M added.
- The largest Ventas seller in Q2 2021 was Cohen & Steers, an estimated $283M sold.
Based on aggregated 13F filings for Q2 2021.