Ventas (VTR)

• Market cap: $29.9B
• 1 day: -0.34%
• 5 days: 0.71%
• 1 month: 0.29%
• 3 months: 12.48%
• 6 months: 3.71%
• Year to date: 18.03%
• 1 year: 56.87%
• 5 years: 146.88%
• 10 years: -6.06%
• Sector: Real Estate
• Industry: Healthcare Facilities REIT

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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

60% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 70

30% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 227

5% more funds holding

Funds holding: 710 [Q3] → 742 (+32) [Q4]

2.72% more ownership

Funds ownership: 94.87% [Q3] → 97.59% (+2.72%) [Q4]

4% more call options, than puts

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

0% less capital invested

Capital invested by funds: $25.2B [Q3] → $25.2B (-$24.8M) [Q4]

27% less funds holding in top 10

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

Research analyst outlook

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

• Low target: $70 2% upside
• Avg. target: $74 8% upside
• High target: $78 14% upside

7 analyst ratings

• positive: 4 57%
• neutral: 3 43%
• negative: 0 0%

Mizuho Vikram Malhorta 54% 1-year accuracy 7 / 13 met price target	10% upside $75	Outperform Maintained	18 Mar 2025
Morgan Stanley Richard Hill 0% 1-year accuracy 0 / 1 met price target	2% upside $70	Equal-Weight Maintained	11 Mar 2025
Wells Fargo John Kilichowski 72% 1-year accuracy 13 / 18 met price target	13% upside $77	Overweight Maintained	10 Mar 2025
JP Morgan Michael Mueller 53% 1-year accuracy 8 / 15 met price target	7% upside $73	Neutral Maintained	7 Mar 2025
Scotiabank Nicholas Yulico 37% 1-year accuracy 16 / 43 met price target	5% upside $72	Sector Perform Maintained	28 Feb 2025