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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
92% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 65
39% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 233
36% more funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 15 (+4) [Q1 2025]
18% more capital invested
Capital invested by funds: $25.2B [Q4 2024] → $29.7B (+$4.42B) [Q1 2025]
6% more funds holding
Funds holding: 745 [Q4 2024] → 789 (+44) [Q1 2025]
10% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $48.8M
0.73% more ownership
Funds ownership: 97.78% [Q4 2024] → 98.5% (+0.73%) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Scotiabank Nicholas Yulico | 11%upside $72 | Sector Perform Maintained | 23 Jun 2025 |
JP Morgan Michael Mueller | 11%upside $72 | Overweight Upgraded | 23 Jun 2025 |
RBC Capital Michael Carroll | 16%upside $75 | Outperform Maintained | 7 May 2025 |
Financial journalist opinion
Based on 7 articles about VTR published over the past 30 days
