VentasVTR Market cap $25.9B
About: Ventas owns a diversified healthcare portfolio of over 1,300 in-place properties spread across the senior housing, medical office, hospital, life science, and skilled nursing/post-acute care. The portfolio includes almost 100 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to the United States. The firm also owns mortgages and other loans, contributing about 1% of net operating income.
Employees: 486
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
233% more call options, than puts
Call options by funds: $98.2M | Put options by funds: $29.5M
75% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 64
20% more capital invested
Capital invested by funds: $16.5B [Q1] → $19.8B (+$3.32B) [Q2]
8% more funds holding
Funds holding: 635 [Q1] → 683 (+48) [Q2]
1.83% more ownership
Funds ownership: 93.75% [Q1] → 95.58% (+1.83%) [Q2]
1% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 235
10% less funds holding in top 10
Funds holding in top 10: 10 [Q1] → 9 (-1) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Wells Fargo John Kilichowski 100% 1-year accuracy 3 / 3 met price target | 14%upside $71 | Overweight Assumed | 1 Oct 2024 |
Evercore ISI Group Steve Sakwa 51% 1-year accuracy 28 / 55 met price target | 12%upside $70 | Outperform Maintained | 16 Sept 2024 |
Wedbush Richard Anderson 76% 1-year accuracy 22 / 29 met price target | 14%upside $71 | Outperform Maintained | 10 Sept 2024 |
Evercore ISI Group Steve Sakwa 51% 1-year accuracy 28 / 55 met price target | 2%upside $64 | Outperform Maintained | 28 Aug 2024 |
RBC Capital Michael Carroll 74% 1-year accuracy 14 / 19 met price target | 1%upside $63 | Outperform Maintained | 9 Aug 2024 |
Financial journalist opinion
Based on 8 articles about VTR published over the past 30 days