VTR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $81.07
Market Cap (MRQ) $41.58B
P/E (TTM) 150.1
EPS (TTM) $0.54
Revenue (TTM) $6.44B
ROE (TTM) 2.1%
Debt/Equity (MRQ) 0.0
52W Range $68–$102

VTR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 1
Ex-date Split Type
Aug. 18, 2015 1-for-1 Reverse

About Ventas, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of research, medicine and healthcare facilities in the United States, Canada and the United Kingdom.

As of December 2019, the group's portfolio consisted of 1,200 properties divided among nursing homes, medical office buildings, rehabilitation and acute care centres, special care centres, laboratories and research centres and medical-surgical centres for a total value of nearly $25 billion.

As of 2019, it is a Fortune 1000 corporation.

## History

The company was founded in 1998 as a spin-off of Vencor, a company founded by Bruce Lunsford, who would later be an unsuccessful Democratic candidate for Governor of Kentucky in 2007 and an unsuccessful candidate for Senator from Kentucky in 2008.

Ventas acquired the real estate investments of Ardent Health Services in 2015. In June 2021, Ventas announced the acquisition of New Senior Investment Group.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorReal Estate industryReal Estate employees542 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$5.83B
2016-12-31 → 2025-12-31
EPS$0.54
2016-12-31 → 2025-12-31
Free Cash Flow$-1.28B
2016-12-31 → 2025-12-31
Net margin4.2%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend VTR 5Y avg Peer Median Verdict
P/E (TTM) 150.15Y avg ≈-5.5 ≈-5.5 68.1 Overvalued
P/S (TTM) 6.5 · 6.6 Fair value
P/B (MRQ) 2.8 · 2.2 Overvalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio328.9%
Annualized Payout≈$2.08Paid quarterly
5Y Div CAGR≈1.3%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 30, 2026$0.52USD≈2.4%
Jun 30, 2026$0.52USD≈2.3%
Mar 31, 2026$0.52USD≈2.4%
Dec 31, 2025$0.48USD≈2.5%
Sep 30, 2025$0.48USD≈2.7%
Jun 30, 2025$0.48USD≈2.9%
Mar 31, 2025$0.48USD≈2.7%
Dec 31, 2024$0.45USD≈3.1%
Oct 1, 2024$0.45USD≈2.8%
Jul 1, 2024$0.45USD≈3.5%
Mar 28, 2024$0.45USD≈4.1%
Dec 29, 2023$0.45USD≈3.6%
Sep 29, 2023$0.45USD≈4.3%
Jun 30, 2023$0.45USD≈3.8%
Mar 31, 2023$0.45USD≈4.2%
Dec 30, 2022$0.45USD≈4.0%
Sep 30, 2022$0.45USD≈4.5%
Jun 30, 2022$0.45USD≈3.5%
Mar 31, 2022$0.45USD≈2.9%
Dec 31, 2021$0.45USD≈3.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 85.4%
PeriodReportEPS ActualEPS EstSurprise
Sept. 30, 2026 Oct 27, 2026 $0.99 $0.18 454.9%
June 30, 2026 Jul 28, 2026 $0.15 $0.13 11.8%
March 31, 2026 $0.11 $0.12 -11.4%
Dec. 31, 2025 $0.15 $0.08 76.9%
Sept. 30, 2025 $0.14 $0.12 15.5%
June 30, 2025 $0.15 $0.14 4.6%
March 31, 2025 $0.10 $0.07 45.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $5.83B$4.92B$4.50B$4.13B$3.83B$3.80B$3.87B$3.75B$3.57B$3.44B$3.29B$2.78B
SG&A Expense $177M$163M$149M$145M$130M$130M$159M$146M$135M$127M$128M$122M
Operating Expenses $5.63B$4.93B$4.61B$4.22B$3.99B$3.71B$3.51B$3.36B$2.99B$2.93B$2.93B$2.43B
Interest Expense $612M$603M$574M$468M$440M$470M$452M$442M$448M$420M$367M$292M
Interest Income $23M$9M$23M$48M$75M$81M$89M$124M$118M···
Other Non-op ······$18M$-67M$-20M···
Pretax Income $204M$-8M$-116M$-94M$-162M$81M$359M$385M$585M$519M$352M$351M
Income Tax $-14M$-38M$-10M$-17M$5M$-97M$-56M$-40M$-60M$-31M$-39M$-9M
Net Income $262M$88M$-30M$-41M$57M$441M$439M$416M$1.36B$651M$419M$477M
EPS (Basic) $0.55$0.20$-0.10$-0.12$0.13$1.18$1.18$1.15$3.82$1.88$1.26$1.62
EPS (Diluted) $0.54$0.19$-0.10$-0.12$0.13$1.17$1.17$1.14$3.78$1.86$1.25$1.60
Shares (Basic) 455,082,000411,770,000401,809,000399,549,000382,785,000373,368,000365,977,000356,265,000355,326,000344,703,000330,311,000294,175,000
Shares (Diluted) 462,615,000416,366,000405,670,000403,454,000386,304,000376,503,000369,886,000359,301,000358,566,000348,390,000334,007,000296,677,000
Balance Sheet 16
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $741M$898M$509M$123M$150M$413M$106M$72M$81M$287M$53M$55M
Receivables $100M$108M$76M·········
Goodwill $1.05B$1.04B$1.05B$1.04B$1.05B$1.05B$1.05B$1.05B$1.03B$1.03B$1.05B$364M
Total Assets $27.59B$26.19B$24.73B$24.16B$24.72B$23.93B$24.69B$22.58B$23.95B$23.17B$22.26B$21.17B
Short-term Debt $0$0$0$403M$280M$0$567M$0····
Deferred Tax $23M$8M$24M$36M$59M$63M$201M$205M$250M$317M··
Total Liabilities $14.63B$15.05B$14.88B$13.67B$13.49B$13.42B$13.87B$12.12B$12.86B$12.44B$12.44B$12.24B
Long-term Debt $13.01B$13.52B$13.49B$12.30B$12.03B$11.90B$12.16B$10.73B$11.28B$11.13B$11.21B$10.84B
Total Debt $0$0$0$403M$280M$0$567M·····
Common Stock $119M$109M$101M$100M$100M$94M$93M$89M$89M$89M$84M$75M
Retained Earnings $-7.53B$-6.89B$-6.21B$-5.45B$-4.68B$-4.03B$-3.67B$-2.93B$-2.24B$-2.49B$-2.11B$-1.53B
Treasury Stock $34.0K$25M$14M$536.0K$0$0$132.0K$0$42.0K$47.0K$3M$511.0K
AOCI $-40M$-34M$-36M$-37M$-65M$-54M$-35M$-20M$-35M$-58M$-8M$13M
Stockholders' Equity $12.53B$10.77B$9.49B$10.15B$10.85B$10.18B$10.45B$10.22B$10.87B$10.46B$9.56B$8.68B
Liabilities + Equity $27.59B$26.19B$24.73B$24.16B$24.72B$23.93B$24.69B$22.58B$23.95B$23.17B$22.26B$21.17B
Shares Outstanding 474,926,000437,085,000402,380,000399,707,000········
Cash Flow 13
Metric Trend 202520242023202220212020201920182017201620152014
D&A $1.38B$1.25B$1.39B$1.20B$1.20B$1.11B$1.05B$920M$888M$899M$894M$725M
Stock-based Comp $39M$31M$31M$31M$32M$21M$34M$30M$27M$21M$20M$21M
Operating Cash Flow $1.65B$1.33B$1.12B$1.12B$1.03B$1.45B$1.44B$1.38B$1.43B$1.35B$1.40B$1.25B
CapEx $2.93B$2.53B$649M$901M$1.80B$607M$1.52B$729M$133M$117M$107M$87M
Investing Cash Flow $-2.69B$-2.38B$-185M$-859M$-724M$154M$-1.59B$324M$-937M$-1.21B$-2.42B$-2.06B
Stock Issued $2.34B$1.96B$108M$0$617M$55M$942M$0$74M$1.29B$491M$242M
Net Stock Activity $2.34B$1.96B$108M$0$617M$55M$942M$0$74M$1.29B$491M$242M
Dividends Paid $860M$740M$724M$720M$687M$929M$1.16B$1.13B$827M$1.02B$1.00B$876M
Financing Cash Flow $874M$1.45B$-544M$-284M$-558M$-1.30B$161M$-1.76B$-671M$97M$1.02B$758M
Net Change in Cash ··········$-2M$-42M
Taxes Paid $7M$3M··········
Free Cash Flow $-1.28B$-1.20B$470M$219M$-776M$843M$1.28B$1.25B$1.31B$1.25B$1.28B$1.17B
Levered FCF $-1.94B$1.04B$-56M$-164M$-1.23B$-189M·$761M$816M$805M$876M$783M
Profitability 4
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 4.5%1.8%-0.67%-0.99%1.5%11.6%11.3%11.1%38.1%18.9%12.8%15.5%
Pretax Margin 3.5%-0.16%-2.6%-2.3%-4.2%2.1%·10.3%16.4%15.1%10.7%14.6%
ROA 0.97%0.35%-0.12%-0.17%0.23%1.8%1.9%1.8%5.8%2.9%1.9%2.3%
ROE 2.2%0.87%-0.31%-0.39%0.54%4.3%4.2%4.0%12.8%6.5%4.6%5.5%
Liquidity & Solvency 1
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 0.00.00.00.00.00.00.1·····
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.20.20.2
Receivables Turnover 56.153.5··········
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share $12.61$11.83$11.09$10.23$9.91$10.08$10.47$10.43$9.97$9.88$9.84$10.37
Cash Flow / Share $3.56$3.19$2.76$2.78$2.66$3.85$3.89$3.84$4.02$3.93$4.17$4.23
Dividend / Share $1.92$1.80$1.80$1.80$1.80$2.14$3.17$3.16$3.12$2.96$3.04·
Dividend Paid / Share $1.92$1.80$1.80·····$3.12$2.96$3.04$2.96
EPS (TTM) $0.54$0.19$-0.10$-0.12$0.13$1.17$1.17$1.14$3.78$1.86$1.25$1.60
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 18.5%9.5%8.9%7.9%0.86%·······
Revenue CAGR 3Y 12.2%8.8%5.8%·········
Revenue CAGR 5Y 9.0%···········
EPS YoY 184.2%···-88.9%·······
EPS CAGR 3Y ·13.5%··········
EPS CAGR 5Y -14.3%···········
Net Income YoY 196.0%···-87.2%·······
Net Income CAGR 3Y ·16.0%··········
Net Income CAGR 5Y -9.9%···········
Dividends Paid CAGR 5Y -1.5%···········
Valuation (TTM) 6
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $5.83B$4.92B$4.50B$4.13B$3.83B$3.80B$3.87B$3.75B$3.57B$3.44B$3.29B$2.78B
Net Income TTM $262M$88M$-30M$-41M$57M$441M$439M$416M$1.36B$651M$419M$477M
P/E 143.3309.9-498.4-375.4393.241.949.451.415.933.645.151.2
Earnings Yield 0.70%0.32%-0.20%-0.27%0.25%2.4%2.0%1.9%6.3%3.0%2.2%1.9%
Payout Ratio 328.9%837.9%-2388.2%-1759.8%1214.5%210.5%263.5%271.0%60.8%157.3%239.3%183.5%
Annual Payout $860M$740M$724M$720M$687M$929M$1.16B$1.13B$827M$1.02B$1.00B$876M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $5.83B $4.92B $4.50B $4.13B $3.83B
Net Income $262M $88M $-30M $-41M $57M
Diluted EPS $0.54 $0.19 $-0.10 $-0.12 $0.13

Institutional owners (13F) 1,030 filers · $50.9B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,030
Value held $50.9B
New positions 107
Exited positions 71
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
107 (-27 vs prior Q) 71 (-21 vs prior Q) 408 (+17 vs prior Q) 298 (+20 vs prior Q) +24.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $5,876,856,472 75,948,003 11.55% Shares
BlackRock, Inc. $4,953,438,769 55,781,968 9.73% Shares
JPMORGAN CHASE & CO $3,901,865,861 43,693,905 7.67% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $3,785,303,618 42,627,293 7.44% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,820,250,260 31,759,575 5.54% Shares
STATE STREET CORP $2,726,267,870 30,526,195 5.36% Shares
FMR LLC $2,330,691,910 26,246,531 4.58% Shares
PRINCIPAL FINANCIAL GROUP INC $1,240,517,151 13,969,657 2.44% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,239,406,564 14,008,360 2.44% Shares
Capital World Investors $1,035,938,047 11,665,969 2.04% Shares
APG Asset Management US Inc. $1,014,376,930 11,314,857 1.99% Shares
MORGAN STANLEY $700,258,761 7,885,794 1.38% Shares
WCM INVESTMENT MANAGEMENT, LLC $698,762,052 7,824,883 1.37% Shares
DIMENSIONAL FUND ADVISORS LP $656,560,530 7,393,600 1.29% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $616,512,559 6,942,709 1.21% Shares
NORTHERN TRUST CORP $602,453,654 6,784,388 1.18% Shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC $588,546,509 6,627,776 1.16% Shares
Legal & General Group Plc $501,849,914 5,651,463 0.99% Shares
Invesco Ltd. $473,534,472 5,332,595 0.93% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $454,388,979 5,116,993 0.89% Shares
DEUTSCHE BANK AG\ $451,821,682 5,088,082 0.89% Shares
NORGES BANK $443,394,295 4,993,179 0.87% Shares
Nuveen, LLC $435,011,009 4,898,773 0.85% Shares
GOLDMAN SACHS GROUP INC $421,747,376 4,749,407 0.83% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $409,256,065 4,415,869 0.80% Shares
BANK OF AMERICA CORP /DE/ $390,395,370 4,396,344 0.77% Shares
CANADA PENSION PLAN INVESTMENT BOARD $387,747,686 4,366,528 0.76% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $386,209,730 4,722,545 0.76% Shares
Resolution Capital Ltd $354,220,092 3,988,965 0.70% Shares
Daiwa Securities Group Inc. $296,819,772 3,342,565 0.58% Shares
AQR CAPITAL MANAGEMENT LLC $260,165,974 2,957,103 0.51% Shares
Bank of New York Mellon Corp $257,497,412 2,899,746 0.51% Shares
DUFF & PHELPS INVESTMENT MANAGEMENT CO $254,282,796 2,863,545 0.50% Shares
VOYA INVESTMENT MANAGEMENT LLC $253,631,182 2,856,207 0.50% Shares
VANGUARD FIDUCIARY TRUST CO $242,369,832 2,729,390 0.48% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $227,924,292 2,566,715 0.45% Shares
HSBC HOLDINGS PLC $190,099,182 2,139,057 0.37% Shares
Russell Investments Group, Ltd. $186,299,239 2,097,954 0.37% Shares
CITIGROUP INC $186,086,527 2,095,569 0.37% Shares
Sumitomo Mitsui Trust Group, Inc. $182,142,919 2,051,159 0.36% Shares
Amundi $158,272,236 1,782,345 0.31% Shares
AMERICAN CENTURY COMPANIES INC $157,582,133 1,774,572 0.31% Shares
Aberdeen Group plc $147,267,696 1,658,420 0.29% Shares
UBS Group AG $145,985,245 1,643,978 0.29% Shares
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $144,501,665 1,627,271 0.28% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $140,440,841 1,581,541 0.28% Shares
CITADEL ADVISORS LLC $127,341,509 1,434,026 0.25% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $121,061,040 1,363,300 0.24% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $120,490,000 1,356,870 0.24% Shares
TWO SIGMA ADVISERS, LP $119,583,903 1,545,411 0.23% Shares

Show all 1,030 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Prometheus Senior Quarters LLC (2), Lazard Senior Housing Partners LP (2), LSHP Coinvestment Partnership I LP (2), LFSRI II-CADIM Alternative Partnership L.P. (2), LF Strategic Realty Investors II L.P. (2), LFSRI II Alternative Partnership L.P. (2), Lazard Frères Real Estate Investors L.L.C. (2), Lazard Senior Housing Partners GP LLC (2), LSHP Coinvestment I GP LLC (2), Lazard Alternative Investments LLC (2), Lazard Alternative Investments Holdings LLC (2), LFCM Holdings LLC (2) Jan. 5, 2012 · Initial filing Capital structure SEC
Prometheus Senior Quarters LLC, Lazard Senior Housing Partners LP, LSHP Coinvestment Partnership I LP, LFSRI II-CADIM Alternative Partnership L.P., LF Strategic Realty Investors II L.P., LFSRI II Alternative Partnership L.P., Lazard Frères Real Estate Investors L.L.C., Lazard Senior Housing Partners GP LLC, LSHP Coinvestment I GP LLC, Lazard Alternative Investments LLC, Lazard Alternative Investments Holdings LLC, LFCM Holdings LLC May 23, 2011 · Initial filing Board campaign SEC
Ventas, Inc. Nov. 26, 2003 · Initial filing M&A / sale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 45 insiders · 21 officers · 23 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Andy Wattula EVP OM&R-Ventas/Pres&CEO-LHS Aug. 1, 2026 A 15,008 0 0 $0
Peter J. Bulgarelli EVP OM&R-Ventas/Pres&CEO-LHS May 1, 2026 F 120,554 0 6 $-775,503
Debra A Cafaro Chairman and CEO Feb. 11, 2026 A 1,266,847 0 14 $-33,950,417
Richard A Schweinhart Senior Advisor to the CEO Dec. 12, 2014 M 140,628 0 0 $0
Robert F Probst EVP and CFO Feb. 11, 2026 A 169,734 0 2 $-4,890,873
Raymond J Lewis President July 28, 2015 G 190,211 0 0 $0
Laurida Sayed SVP, Chief Accounting Officer Oct. 5, 2026 A 4,307 0 0 $0
Carey S. Roberts EVP and GC Feb. 11, 2026 A 101,612 0 1 $-3,020,220
James Justin Hutchens EVP Senior Housing and CIO Feb. 11, 2026 A 200,573 0 0 $0
Gregory R Liebbe SVP, Chief Accounting Officer April 5, 2025 F 13,901 0 0 $0
John D. Cobb Strategic Advisor Jan. 19, 2023 F 183,683 0 0 $0
Richard T Riney EVP, Chief Admin. Off., GC June 20, 2019 M 133,786 0 0 $0
Todd W. Lillibridge EVP, Medical Prop. Operations Jan. 27, 2018 F 131,833 0 0 $0
Robert J Brehl Chief Acct. Off. & Controller March 7, 2014 A 21,432 0 0 $0
Vincent M. Cozzi SVP Medical Office Properties May 26, 2011 M 9,051 0 0 $0
Timothy A Doman SVP-Asset Management May 24, 2011 M 11,905 0 0 $0
Joseph G. Kurzydym SVP-Medical Prop. Operations Feb. 25, 2011 A 43,867 0 0 $0
Julie M. Dreixler SVP-Human Resources Feb. 25, 2011 A 6,001 0 0 $0
Brian K Wood SVP-Tax Feb. 25, 2011 A 23,013 0 0 $0
Lisa M Brush SVP-Sr. Hsg. Dev. & Op March 20, 2008 D 0 0 0 $0
Mary L Smith Principal Accounting Officer Jan. 13, 2004 F 1,108 0 0 $0
Joe Vasquez Rodriguez Jr. Director Oct. 15, 2026 A 9,998 0 0 $0
Maurice S Smith Director Oct. 15, 2026 A 31,972 0 0 $0
Roxanne M Martino Director Oct. 15, 2026 A 67,663 0 0 $0
Melody C Barnes Director Oct. 15, 2026 A 35,459 0 0 $0
Sumit Roy Director Oct. 15, 2026 A 25,381 0 0 $0
Marguerite M Nader Director Oct. 15, 2026 A 23,624 0 0 $0
Michael J Embler Director Oct. 15, 2026 A 19,354 1 0 $197,025
Matthew J Lustig Director Oct. 15, 2026 A 96,502 0 0 $0
Walter C Rakowich Director May 14, 2026 S 28,349 0 1 $-103,910
Sean P. Nolan Director May 13, 2026 A 26,181 0 0 $0
Theodore Bigman Director May 13, 2026 A 10,640 0 0 $0
James D Shelton Director April 18, 2024 A 72,423 0 0 $0
Robert D. Reed Director April 27, 2022 A 58,663 0 0 $0
Jay M Gellert Director April 14, 2022 A 189,510 0 0 $0
Richard I Gilchrist Director March 24, 2021 M 35,270 0 0 $0
Glenn J Rufrano Director April 12, 2018 A 34,815 0 0 $0
Douglass Crocker II Director April 1, 2016 A 104,427 0 0 $0
Ronald G Geary Director Jan. 1, 2015 A 20,263 0 0 $0
Sheli Z Rosenberg Director Jan. 1, 2014 A 84,979 0 0 $0
Robert D Paulson Director Jan. 1, 2012 A 22,066 0 0 $0
Thomas C Theobald Director Jan. 1, 2012 A 17,977 0 0 $0
Christopher Taylor Hannon Director Jan. 1, 2007 A 7,126 0 0 $0
Douglas M Pasquale · Feb. 28, 2017 M 104,022 0 0 $0
Keith Travis George · Sept. 16, 2005 M 667 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 165 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
REZ · iShares Trust 8.18% 744,566 SH Sept. 11, 2026 Daily
HAUS · Tidal Trust I 5.62% 4,827 NS July 31, 2026 N-PORT
JRE · Janus Detroit Street Trust 4.64% 2,085 NS July 31, 2026 N-PORT
ICF · iShares Trust 4.46% 971,671 SH Sept. 11, 2026 Daily
RITA · ETF Series Solutions 3.86% 3,601 NS July 31, 2026 N-PORT
USRT · iShares Trust 3.79% 1,854,526 SH Sept. 11, 2026 Daily
DFAR · Dimensional ETF Trust 3.39% 646,129 NS July 31, 2026 N-PORT
IYR · iShares Trust 3.32% 1,499,668 SH Sept. 11, 2026 Daily
DRN · Direxion Shares ETF Trust 3.24% 15,603 NS July 31, 2026 N-PORT
RSPR · Invesco Exchange-Traded Fund Trust 3.17% 31,597 Oct. 28, 2026 Daily
FPRO · FIDELITY COVINGTON TRUST 3.15% 5,567 NS July 31, 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 3.12% 3,828,649 NS Aug. 31, 2026 N-PORT
PFI · Invesco Exchange-Traded Fund Trust 2.86% 16,741 Oct. 28, 2026 Daily
FREL · FIDELITY COVINGTON TRUST 2.71% 432,537 NS July 31, 2026 N-PORT
REET · iShares Trust 2.46% 1,319,941 SH Sept. 11, 2026 Daily
PSR · Invesco Actively Managed Exchange-T… 2.32% 15,774 Oct. 28, 2026 Daily
VNQ · VANGUARD SPECIALIZED FUNDS 2.24% 18,096,709 SH Aug. 19, 2026 Daily
DFGR · Dimensional ETF Trust 2.22% 916,819 NS July 31, 2026 N-PORT
ERET · iShares Trust 1.85% 2,758 SH Sept. 11, 2026 Daily
JDIV · J.P. Morgan Exchange-Traded Fund Tr… 1.48% 2,042 NS July 31, 2026 N-PORT
JGLO · J.P. Morgan Exchange-Traded Fund Tr… 1.44% 1,025,635 NS July 31, 2026 N-PORT
HUSV · First Trust Exchange-Traded Fund III 1.36% 10,701 NS July 31, 2026 N-PORT
DPRE · Virtus ETF Trust II 1.32% 562 NS July 31, 2026 N-PORT
UPSD · ETF Series Solutions 1.12% 13,969 NS July 31, 2026 N-PORT
FMAG · FIDELITY COVINGTON TRUST 0.95% 25,099 NS July 31, 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0.95% 3,724,526 SH Aug. 19, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.89% 143,184 NS July 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 0.89% 786,018 Oct. 28, 2026 Daily
FREI · Fidelity Securities Fund 0.76% 360,016 NS July 31, 2026 N-PORT
PWS · Pacer Funds Trust 0.76% 1,955 NS July 31, 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0.66% 31,064 SH Aug. 19, 2026 Daily
IIGD · Invesco Exchange-Traded Self-Indexe… 0.61% 146,000 Oct. 27, 2026 Daily
FTC · First Trust Exchange-Traded AlphaDE… 0.60% 84,549 NS July 31, 2026 N-PORT
IMCG · iShares Trust 0.58% 256,227 SH Sept. 11, 2026 Daily
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0.53% 261,681 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.46% 59,730 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.43% 723,930 SH Sept. 11, 2026 Daily
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0.43% 4,473 NS July 31, 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0.42% 112,143 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.42% 10,535,322 SH Aug. 19, 2026 Daily
INFO · Harbor ETF Trust 0.37% 33,744 NS July 31, 2026 N-PORT
LQAI · Exchange Listed Funds Trust 0.37% 87 NS July 31, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.33% 851 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.33% 16,001 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.32% 1,985,100 SH Sept. 11, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 80,340 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.30% 18,377 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.29% 54,199 SH Sept. 11, 2026 Daily
FYEE · Fidelity Greenwood Street Trust 0.28% 6,500 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.26% 13,061 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.25% 612 SH Sept. 11, 2026 Daily
FEUS · FlexShares Trust 0.25% 2,970 NS July 31, 2026 N-PORT
MTUM · iShares Trust 0.23% 626,265 SH Sept. 11, 2026 Daily
SPMO · Invesco Exchange-Traded Fund Trust … 0.23% 602,996 Oct. 28, 2026 Daily
ROUS · Lattice Strategies Trust 0.22% 16,296 NS July 31, 2026 N-PORT
EUSA · iShares, Inc. 0.20% 42,480 SH Sept. 11, 2026 Daily
GSEW · Goldman Sachs ETF Trust 0.20% 44,898 NS Aug. 31, 2026 N-PORT
SIZE · iShares Trust 0.19% 9,135 SH Sept. 11, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.19% 31,736 NS July 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.18% 2,198,287 Oct. 28, 2026 Daily
USXF · iShares Trust 0.18% 28,880 SH Sept. 11, 2026 Daily
USMV · iShares Trust 0.17% 449,098 SH Sept. 11, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.16% 5,092,000 Oct. 28, 2026 Daily
FDMO · FIDELITY COVINGTON TRUST 0.16% 15,821 NS July 31, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.16% 4,619,115 SH Aug. 19, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.16% 219,000 Oct. 26, 2026 Daily
USNZ · DBX ETF Trust 0.15% 5,073 NS Aug. 31, 2026 N-PORT
ESG · FlexShares Trust 0.15% 2,160 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.15% 2,806 NS July 31, 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0.15% 5,248,000 Oct. 28, 2026 Daily
SCHV · SCHWAB STRATEGIC TRUST 0.14% 239,997 NS Aug. 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.14% 13,565 Oct. 28, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.14% 4,796 NS July 31, 2026 N-PORT
ILCG · iShares Trust 0.13% 45,354 SH Sept. 11, 2026 Daily
FFLV · FIDELITY COVINGTON TRUST 0.13% 229 NS July 31, 2026 N-PORT
SPXD · DBX ETF Trust 0.13% 101 NS Aug. 31, 2026 N-PORT
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 653 NS July 31, 2026 N-PORT
DSI · iShares Trust 0.12% 72,962 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.12% 292,420 SH Aug. 19, 2026 Daily
GVUS · Goldman Sachs ETF Trust 0.12% 5,430 NS Aug. 31, 2026 N-PORT
IWD · iShares Trust 0.12% 1,077,467 SH Sept. 11, 2026 Daily
GLBL · Pacer Funds Trust 0.11% 13 NS July 31, 2026 N-PORT
SNPE · DBX ETF Trust 0.11% 34,975 NS Aug. 31, 2026 N-PORT
EGLE · Global X Funds 0.11% 25 NS July 31, 2026 N-PORT
GSLC · Goldman Sachs ETF Trust 0.10% 170,176 NS Aug. 31, 2026 N-PORT
XMAG · Tidal Trust II 0.10% 2,040 NS Aug. 31, 2026 N-PORT
JUST · Goldman Sachs ETF Trust 0.10% 6,252 NS Aug. 31, 2026 N-PORT
ACWV · iShares, Inc. 0.09% 32,095 SH Sept. 11, 2026 Daily
SFY · Tidal Trust I 0.08% 6,295 NS Aug. 31, 2026 N-PORT
TOPC · iShares Trust 0.08% 290 SH Sept. 11, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.08% 15,616 Oct. 28, 2026 Daily
XVV · iShares Trust 0.08% 5,578 SH Sept. 11, 2026 Daily
XRMI · Global X Funds 0.07% 395 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.07% 501 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.07% 24,631 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.07% 387,188 SH Sept. 11, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.07% 12,633,169 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.07% 567,810 SH Aug. 19, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.07% 53,541 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.07% 109,548 SH Aug. 19, 2026 Daily
XTR · Global X Funds 0.07% 36 NS July 31, 2026 N-PORT
TOV · EA Series Trust 0.07% 1,940 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.07% 24,033 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.07% 40,232 NS July 31, 2026 N-PORT
GSUS · Goldman Sachs ETF Trust 0.07% 25,030 NS Aug. 31, 2026 N-PORT
XCLR · Global X Funds 0.07% 26 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.07% 63,829 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.07% 6,127,631 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.07% 203,705 SH Sept. 11, 2026 Daily
VOTE · TCW ETF Trust 0.07% 7,831 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.07% 3,075 Oct. 28, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.07% 1,834 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.06% 11,705 NS July 31, 2026 N-PORT
GLOV · Goldman Sachs ETF Trust 0.06% 12,645 NS Aug. 31, 2026 N-PORT
SCHX · SCHWAB STRATEGIC TRUST 0.06% 519,432 NS Aug. 31, 2026 N-PORT
IVW · iShares Trust 0.06% 530,706 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.06% 8,970 SH Sept. 11, 2026 Daily
VOXP · Advisors Series Trust 0.06% 39 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.06% 20,809 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.06% 334,330 SH Sept. 11, 2026 Daily
GUSA · Goldman Sachs ETF Trust II 0.06% 16,364 NS Aug. 31, 2026 N-PORT
SCHK · SCHWAB STRATEGIC TRUST 0.06% 39,914 NS Aug. 31, 2026 N-PORT
USCL · iShares Trust 0.06% 19,297 SH Sept. 11, 2026 Daily
IUSG · iShares Trust 0.06% 222,611 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.06% 78,456 Oct. 28, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.06% 15,434,484 SH Aug. 19, 2026 Daily
VOOG · VANGUARD ADMIRAL FUNDS 0.06% 188,023 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.06% 79,879 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.06% 40,767 SH Aug. 19, 2026 Daily
IWV · iShares Trust 0.06% 133,067 SH Sept. 11, 2026 Daily
SCHB · SCHWAB STRATEGIC TRUST 0.06% 291,891 NS Aug. 31, 2026 N-PORT
ITOT · iShares Trust 0.06% 629,883 SH Sept. 11, 2026 Daily
LGDX · Tidal Trust III 0.06% 901 NS July 31, 2026 N-PORT
USCA · DBX ETF Trust 0.06% 22,872 NS Aug. 31, 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0.06% 3,382 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.05% 404 Oct. 28, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.05% 38,012 NS July 31, 2026 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0.05% 159,773 NS Aug. 31, 2026 N-PORT
APUE · Trust for Professional Managers 0.05% 14,240 NS Aug. 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.05% 62,624 Oct. 28, 2026 Daily
TOK · iShares Trust 0.05% 1,330 SH Sept. 11, 2026 Daily
KOKU · DBX ETF Trust 0.05% 4,487 NS Aug. 31, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.05% 8,009 NS Aug. 31, 2026 N-PORT
URTH · iShares, Inc. 0.05% 42,598 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.04% 9,718 NS July 31, 2026 N-PORT
ACWI · iShares Trust 0.04% 151,403 SH Sept. 11, 2026 Daily
ACVF · ETF Opportunities Trust 0.04% 675 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.04% 401,416 SH Aug. 19, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.03% 4,183 Oct. 28, 2026 Daily
DEUS · DBX ETF Trust 0.03% 1,124 NS Aug. 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.03% 36,531 Oct. 28, 2026 Daily
CRBN · iShares Trust 0.03% 3,723 SH Sept. 11, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.00% 900 Oct. 27, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

VTR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 27 analysts BUY
Median target $99.50 +22.7%
7 25.9% Strong Buy
15 55.6% Buy
5 18.5% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

22 analysts · 2026-10-28

Mean target $99.73 +23.0%

← Below all targets Current price $81.07
Low$90.00 Mean$99.73 High$113.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
VTR · 143.3 18.5% 4.5% 2.2% ·
WELL $129.28B 133.5 35.6% 8.9% 2.6% ·
OHI $13.10B 22.9 13.2% 49.6% 12.2% ·
DOC $11.18B 160.8 4.5% 2.5% 0.90% ·
AHR $8.75B 112.0 9.2% 3.1% 2.5% ·
JAN · · · · · ·
CTRE $8.05B 23.0 60.8% 67.3% 9.2% ·
ARE $8.35B -5.8 -2.9% -47.2% -8.6% ·
HR $5.96B -23.9 -6.9% -20.8% -5.0% ·
SBRA $4.77B 29.6 10.2% 20.1% 5.6% ·
NHI $3.69B 25.3 12.1% 37.9% 9.8% ·

Latest News Recent headlines mentioning this company

23

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26

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Source: SEC 10-Q filed Jul 30, 2026