NYSE · Real Estate

VENTAS INC VTR

Ventas, Inc. is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population. With approximately 1,400 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy.

Real Estate Investment Trusts

Company profile

Business mix

  • With approximately 1,400 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy.
  • The Company’s growth is fueled by its more than 850 senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.
  • Ventas aims to deliver outsized performance by leveraging its operational expertise, data-driven insights from its Ventas OI platform, extensive relationships and strong financial position.
  • The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - healthcare facilities?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 149.86 FCF N/A Buyback -10.67%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $81.6M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $52.1M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $90.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +210.8% +1,109,490 / 526,402
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -11.7% 13F value change -$481,445
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 71.6% 13F value change +$19.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 18.3% 13F value change +$10.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 355,877 Last 3 periods +281,676 (+79.1%) Total shares 637,553 Value $52.1M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 615.1% 13F value change +$82.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -18.1% 13F value change -$12.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 170,525 Last 3 periods +827,814 (+485.5%) Total shares 998,339 Value $81.6M

Recent mentions

No public mentions.