Ventas
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 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 10 [Q2] → 15 (+5) [Q3]
28% more call options, than puts
Call options by funds: $58.7M | Put options by funds: $46M
26% more capital invested
Capital invested by funds: $20B [Q2] → $25.2B (+$5.16B) [Q3]
26% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 223
15% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 82
2% more funds holding
Funds holding: 685 [Q2] → 697 (+12) [Q3]
1.92% less ownership
Funds ownership: 96.68% [Q2] → 94.76% (-1.92%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Scotiabank Nicholas Yulico 56% 1-year accuracy 18 / 32 met price target | 2%upside $65 | Sector Perform Maintained | 11 Oct 2024 |
Wells Fargo John Kilichowski 100% 1-year accuracy 4 / 4 met price target | 12%upside $71 | Overweight Assumed | 1 Oct 2024 |
Evercore ISI Group Steve Sakwa 53% 1-year accuracy 31 / 59 met price target | 10%upside $70 | Outperform Maintained | 16 Sept 2024 |
Wedbush Richard Anderson 69% 1-year accuracy 18 / 26 met price target | 12%upside $71 | Outperform Maintained | 10 Sept 2024 |
Evercore ISI Group Steve Sakwa 53% 1-year accuracy 31 / 59 met price target | 1%upside $64 | Outperform Maintained | 28 Aug 2024 |
Financial journalist opinion
Based on 16 articles about VTR published over the past 30 days