Ventas
About: Ventas owns a diversified healthcare portfolio of almost 1,400 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: 498
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more call options, than puts
Call options by funds: $41.3M | Put options by funds: $29.6M
25% more repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 264
7% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 75
0.18% more ownership
Funds ownership: 98.57% [Q1] → 98.75% (+0.18%) [Q2]
1% less funds holding
Funds holding: 795 [Q1] → 785 (-10) [Q2]
5% less capital invested
Capital invested by funds: $29.7B [Q1] → $28.1B (-$1.52B) [Q2]
7% less funds holding in top 10
Funds holding in top 10: 15 [Q1] → 14 (-1) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Evercore ISI Group
Steve Sakwa
|
$80
|
Outperform
Maintained
|
15 Sep 2025 |
Scotiabank
Nicholas Yulico
|
$74
|
Sector Perform
Maintained
|
28 Aug 2025 |
JP Morgan
Michael Mueller
|
$76
|
Overweight
Maintained
|
26 Aug 2025 |
Argus Research
Marie Ferguson
|
$75
|
Buy
Reiterated
|
26 Aug 2025 |
Raymond James
Jonathan Hughes
|
$78
|
Outperform
Reiterated
|
22 Aug 2025 |
Morgan Stanley
Richard Hill
|
$75
|
Equal-Weight
Maintained
|
15 Aug 2025 |
Financial journalist opinion
Based on 8 articles about VTR published over the past 30 days