Ventas (VTR)

• Market cap: $30.3B
• 1 day: 0.74%
• 5 days: 1.55%
• 1 month: -1.55%
• 3 months: 19.51%
• 6 months: 8.42%
• Year to date: 19.51%
• 1 year: 61.62%
• 5 years: 201.83%
• 10 years: -5.15%
• Sector: Financials
• Industry: Real Estate Investment Trusts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

57% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 70

28% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 229

4% more funds holding

Funds holding: 710 [Q3] → 740 (+30) [Q4]

4% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $45.6M

3.78% less ownership

Funds ownership: 101.52% [Q3] → 97.74% (-3.78%) [Q4]

7% less capital invested

Capital invested by funds: $27B [Q3] → $25.2B (-$1.78B) [Q4]

27% less funds holding in top 10

Funds holding in top 10: 15 [Q3] → 11 (-4) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $65 6% downside
• Avg. target: $73 5% upside
• High target: $78 13% upside

8 analyst ratings

• positive: 5 63%
• neutral: 3 38%
• negative: 0 0%

Mizuho Vikram Malhorta 79% 1-year accuracy 11 / 14 met price target	8% upside $75	Outperform Maintained	18 Mar 2025
Morgan Stanley Richard Hill 0 / 0 met price target	1% upside $70	Equal-Weight Maintained	11 Mar 2025
Wells Fargo John Kilichowski 47% 1-year accuracy 7 / 15 met price target	11% upside $77	Overweight Maintained	10 Mar 2025
JP Morgan Michael Mueller 67% 1-year accuracy 10 / 15 met price target	5% upside $73	Neutral Maintained	7 Mar 2025
Scotiabank Nicholas Yulico 48% 1-year accuracy 19 / 40 met price target	4% upside $72	Sector Perform Maintained	28 Feb 2025