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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.92B +$57.4M +912,813 +1%
BlackRock
2
BlackRock
New York
$2.81B +$107M +1,705,684 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.75B +$137M +2,178,612 +8%
State Street
4
State Street
Massachusetts
$1.61B +$33.1M +526,620 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.29B -$91.7M -1,459,824 -6%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.1B -$14.7M -233,630 -1%
AAMU
7
APG Asset Management US
New York
$685M -$76.6M -1,218,226 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$643M +$33.8M +537,253 +5%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$450M -$40.5K -644 -8%
RC
10
Resolution Capital
Australia
$420M -$127M -2,016,629 -22%
CIM
11
Centersquare Investment Management
Pennsylvania
$402M -$3.49M -55,511 -0.8%
Northern Trust
12
Northern Trust
Illinois
$366M +$148M +2,347,705 +61%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$361M +$21.1M +335,192 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$359M +$8.72M +138,803 +2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$342M +$24M +382,080 +7%
Norges Bank
16
Norges Bank
Norway
$340M +$23.9M +379,917 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$309M -$292K -4,646 -0.1%
Charles Schwab
18
Charles Schwab
California
$296M +$7.79M +123,937 +3%
Morgan Stanley
19
Morgan Stanley
New York
$267M -$3.4M -54,079 -1%
Deutsche Bank
20
Deutsche Bank
Germany
$263M +$32M +509,535 +13%
UBS AM
21
UBS AM
Illinois
$254M +$24.3M +386,321 +10%
N
22
Nuveen
North Carolina
$236M +$13.5M +215,176 +6%
Invesco
23
Invesco
Georgia
$227M -$3.24M -51,532 -1%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$190M +$118M +1,880,131 +139%
American Century Companies
25
American Century Companies
Missouri
$186M -$4.48M -71,240 -2%

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.