VTR Ventas, Inc. Common Stock

NYSE · Real Estate · View on SEC EDGAR ↗
$93.80
Price · Aug 24, 2026
Fundamentals as of Jul 30, 2026
52W Range
$66–$102
78% of range
Analyst Rating
BUY
27 analysts
Price Target
$100
+7% upside
P/E (TTM)
143.3
ROE
2.2%
Net Profit Margin
4.5%

About Ventas, Inc. Common Stock Company overview from Wikipedia

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.

Read more

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 ↗

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

Price
$93.80
Market Cap
—
P/E (TTM)
143.3
EPS (TTM)
$0.54
Revenue (TTM)
$5.83B
Div Yield
—
ROE
2.2%
Debt/Equity
0.0
52W Range
$66 – $102

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

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

Revenue & Net Income $5.83B
10-point trend, +69.4%
2016-12-31 → 2025-12-31
EPS $0.54
10-point trend, -71.0%
2016-12-31 → 2025-12-31
Free Cash Flow $-1.28B
10-point trend, -202.5%
2016-12-31 → 2025-12-31
Margins 4.5%

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

Metric
5Y trend
VTR
Peer Median
P/E (TTM)
5-point trend, -63.6%
143.3
50.5

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
VTR
Peer Median
Net Profit Margin
5-point trend, +202.7%
4.5%
9.9%
ROA
5-point trend, +321.7%
0.97%
2.2%
ROE
5-point trend, +314.8%
2.2%
3.5%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
VTR
Peer Median
Debt / Equity
5-point trend, -100.0%
0.0
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
VTR
Peer Median
Revenue YoY
5-point trend, +52.4%
18.5%
—
Revenue CAGR 3Y
5-point trend, +52.4%
12.2%
—
Revenue CAGR 5Y
5-point trend, +52.4%
9.0%
—
EPS YoY
5-point trend, +315.4%
184.2%
—
Net Income YoY
5-point trend, +362.4%
196.0%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
VTR
Peer Median
EPS (Diluted)
5-point trend, +315.4%
$0.54
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
VTR
Peer Median
Payout Ratio
5-point trend, -72.9%
328.9%
—

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

Dividend Yield
—
Payout Ratio
328.9%
5Y Div CAGR
—
Ex-dateAmount
June 30, 2026$0.5200
March 31, 2026$0.5200
Dec. 31, 2025$0.4800
Sept. 30, 2025$0.4800
June 30, 2025$0.4800
March 31, 2025$0.4800
Dec. 31, 2024$0.4500
Oct. 1, 2024$0.4500
July 1, 2024$0.4500
March 28, 2024$0.4500
Dec. 29, 2023$0.4500
Sept. 29, 2023$0.4500
June 30, 2023$0.4500
March 31, 2023$0.4500
Dec. 30, 2022$0.4500
Sept. 30, 2022$0.4500
June 30, 2022$0.4500
March 31, 2022$0.4500
Dec. 31, 2021$0.4500
Sept. 30, 2021$0.4500

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

BUY 27 analysts
  • Strong Buy 7 25.9%
  • Buy 15 55.6%
  • Hold 5 18.5%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

22 analysts · 2026-08-19
Median target $100.50 +7.1%
Mean target $100.45 +7.1%

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

Avg Surprise
0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.15 $0.13 0.02%
March 31, 2026 $0.11 $0.12 -0.01%
Dec. 31, 2025 $0.15 $0.08 0.07%
Sept. 30, 2025 $0.14 $0.12 0.02%
June 30, 2025 $0.15 $0.14 0.01%
March 31, 2025 $0.10 $0.07 0.03%

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

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% —
DOC $11.18B 160.8 4.5% 2.5% 0.90% —
OHI $13.10B 22.9 13.2% 49.6% 12.2% —
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% —

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

Income Statement 13
Annual Income Statement data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +110.1% $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 12-point trend, +45.7% $177M $163M $149M $145M $130M $130M $159M $146M $135M $127M $128M $122M
Operating Expenses 12-point trend, +132.0% $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 12-point trend, +109.6% $612M $603M $574M $468M $440M $470M $452M $442M $448M $420M $367M $292M
Interest Income 9-point trend, -80.8% $23M $9M $23M $48M $75M $81M $89M $124M $118M · · ·
Other Non-op 3-point trend, +187.8% · · · · · · $18M $-67M $-20M · · ·
Pretax Income 12-point trend, -41.7% $204M $-8M $-116M $-94M $-162M $81M $359M $385M $585M $519M $352M $351M
Income Tax 12-point trend, -62.0% $-14M $-38M $-10M $-17M $5M $-97M $-56M $-40M $-60M $-31M $-39M $-9M
Net Income 12-point trend, -45.2% $262M $88M $-30M $-41M $57M $441M $439M $416M $1.36B $651M $419M $477M
EPS (Basic) 12-point trend, -66.0% $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) 12-point trend, -66.2% $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) 12-point trend, +54.7% 455,082,000 411,770,000 401,809,000 399,549,000 382,785,000 373,368,000 365,977,000 356,265,000 355,326,000 344,703,000 330,311,000 294,175,000
Shares (Diluted) 12-point trend, +55.9% 462,615,000 416,366,000 405,670,000 403,454,000 386,304,000 376,503,000 369,886,000 359,301,000 358,566,000 348,390,000 334,007,000 296,677,000
Balance Sheet 16
Annual Balance Sheet data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +1238.9% $741M $898M $509M $123M $150M $413M $106M $72M $81M $287M $53M $55M
Receivables 3-point trend, +31.3% $100M $108M $76M · · · · · · · · ·
Goodwill 12-point trend, +187.4% $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 12-point trend, +30.4% $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 8-point trend, +0.00 $0 $0 $0 $403M $280M $0 $567M $0 · · · ·
Deferred Tax 10-point trend, -92.6% $23M $8M $24M $36M $59M $63M $201M $205M $250M $317M · ·
Total Liabilities 12-point trend, +19.5% $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 12-point trend, +20.0% $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 7-point trend, -100.0% $0 $0 $0 $403M $280M $0 $567M · · · · ·
Common Stock 12-point trend, +59.0% $119M $109M $101M $100M $100M $94M $93M $89M $89M $89M $84M $75M
Retained Earnings 12-point trend, -393.2% $-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 12-point trend, -93.3% $34.0K $25M $14M $536.0K $0 $0 $132.0K $0 $42.0K $47.0K $3M $511.0K
AOCI 12-point trend, -403.7% $-40M $-34M $-36M $-37M $-65M $-54M $-35M $-20M $-35M $-58M $-8M $13M
Stockholders' Equity 12-point trend, +44.3% $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 12-point trend, +30.4% $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 4-point trend, +18.8% 474,926,000 437,085,000 402,380,000 399,707,000 · · · · · · · ·
Cash Flow 13
Annual Cash Flow data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +90.2% $1.38B $1.25B $1.39B $1.20B $1.20B $1.11B $1.05B $920M $888M $899M $894M $725M
Stock-based Comp 12-point trend, +84.5% $39M $31M $31M $31M $32M $21M $34M $30M $27M $21M $20M $21M
Operating Cash Flow 12-point trend, +31.2% $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 12-point trend, +3248.1% $2.93B $2.53B $649M $901M $1.80B $607M $1.52B $729M $133M $117M $107M $87M
Investing Cash Flow 12-point trend, -31.1% $-2.69B $-2.38B $-185M $-859M $-724M $154M $-1.59B $324M $-937M $-1.21B $-2.42B $-2.06B
Stock Issued 12-point trend, +868.0% $2.34B $1.96B $108M $0 $617M $55M $942M $0 $74M $1.29B $491M $242M
Net Stock Activity 12-point trend, +868.0% $2.34B $1.96B $108M $0 $617M $55M $942M $0 $74M $1.29B $491M $242M
Dividends Paid 12-point trend, -1.8% $860M $740M $724M $720M $687M $929M $1.16B $1.13B $827M $1.02B $1.00B $876M
Financing Cash Flow 12-point trend, +15.3% $874M $1.45B $-544M $-284M $-558M $-1.30B $161M $-1.76B $-671M $97M $1.02B $758M
Net Change in Cash 2-point trend, +95.7% · · · · · · · · · · $-2M $-42M
Taxes Paid 2-point trend, +140.6% $7M $3M · · · · · · · · · ·
Free Cash Flow 12-point trend, -209.8% $-1.28B $-1.20B $470M $219M $-776M $843M $1.28B $1.25B $1.31B $1.25B $1.28B $1.17B
Levered FCF 11-point trend, -347.2% $-1.94B $1.04B $-56M $-164M $-1.23B $-189M · $761M $816M $805M $876M $783M
Profitability 4
Annual Profitability data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -71.1% 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 11-point trend, -76.0% 3.5% -0.16% -2.6% -2.3% -4.2% 2.1% · 10.3% 16.4% 15.1% 10.7% 14.6%
ROA 12-point trend, -58.4% 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 12-point trend, -58.9% 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
Annual Liquidity & Solvency data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 7-point trend, -100.0% 0.0 0.0 0.0 0.0 0.0 0.0 0.1 · · · · ·
Efficiency 2
Annual Efficiency data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +44.5% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2
Receivables Turnover 2-point trend, +4.9% 56.1 53.5 · · · · · · · · · ·
Per Share 5
Annual Per Share data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +21.6% $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 12-point trend, -15.8% $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 11-point trend, -36.8% $2 $2 $2 $2 $2 $2 $3 $3 $3 $3 $3 ·
Dividend Paid / Share 7-point trend, -35.2% $2 $2 $2 · · · · · $3 $3 $3 $3
EPS (TTM) 12-point trend, -66.2% $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
Annual Growth Rates data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +2047.7% 18.5% 9.5% 8.9% 7.9% 0.86% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +109.8% 12.2% 8.8% 5.8% · · · · · · · · ·
Revenue CAGR 5Y 9.0% · · · · · · · · · · ·
EPS YoY 2-point trend, +307.2% 184.2% · · · -88.9% · · · · · · ·
EPS CAGR 3Y · 13.5% · · · · · · · · · ·
EPS CAGR 5Y -14.3% · · · · · · · · · · ·
Net Income YoY 2-point trend, +324.8% 196.0% · · · -87.2% · · · · · · ·
Net Income CAGR 3Y · 16.0% · · · · · · · · · ·
Net Income CAGR 5Y -9.9% · · · · · · · · · · ·
Dividend CAGR 5Y -1.5% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for VTR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +110.1% $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 12-point trend, -45.2% $262M $88M $-30M $-41M $57M $441M $439M $416M $1.36B $651M $419M $477M
P/E 12-point trend, +180.0% 143.3 309.9 -498.4 -375.4 393.2 41.9 49.4 51.4 15.9 33.6 45.1 51.2
Earnings Yield 12-point trend, -64.1% 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 12-point trend, +79.2% 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 12-point trend, -1.8% $860M $740M $724M $720M $687M $929M $1.16B $1.13B $827M $1.02B $1.00B $876M

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

Income Statement
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
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.00.00.00.00.0
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $-1.28B$-1.20B$470M$219M$-776M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 1,027 filers · $25.5B total · As of June 30, 2026

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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
105 (-25 vs prior Q) 70 (-21 vs prior Q) 394 (+20 vs prior Q) 286 (+3 vs prior Q) -10.7M

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 PORTFOLIO MANAGEMENT LLC $3,785,303,618 42,627,293 14.83% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,820,250,260 31,759,575 11.05% Shares
STATE STREET CORP $2,726,267,870 30,526,195 10.68% Shares
FMR LLC $1,452,572,133 16,357,794 5.69% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,094,405,222 12,375,462 4.29% Shares
Capital World Investors $1,035,938,047 11,665,969 4.06% Shares
APG Asset Management US Inc. $1,014,376,930 11,314,857 3.97% Shares
WCM INVESTMENT MANAGEMENT, LLC $698,762,052 7,824,883 2.74% Shares
DIMENSIONAL FUND ADVISORS LP $615,959,700 6,936,483 2.41% Shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC $561,980,213 6,328,606 2.20% Shares
NORGES BANK $443,394,295 4,993,179 1.74% Shares
CANADA PENSION PLAN INVESTMENT BOARD $387,747,686 4,366,528 1.52% Shares
Resolution Capital Ltd $354,220,092 3,988,965 1.39% Shares
Daiwa Securities Group Inc. $266,574,048 3,001,960 1.04% Shares
VANGUARD FIDUCIARY TRUST CO $242,369,832 2,729,390 0.95% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $227,924,292 2,566,715 0.89% Shares
Sumitomo Mitsui Trust Group, Inc. $182,142,919 2,051,159 0.71% Shares
GOLDMAN SACHS GROUP INC $181,673,161 2,045,869 0.71% Shares
AMERICAN CENTURY COMPANIES INC $157,582,133 1,774,572 0.62% Shares
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $144,501,665 1,627,271 0.57% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $140,440,841 1,581,541 0.55% Shares
CITADEL ADVISORS LLC $127,341,509 1,434,026 0.50% Shares
Nuveen, LLC $125,883,146 1,417,603 0.49% Shares
BlackRock, Inc. $122,744,954 1,382,263 0.48% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $121,061,040 1,363,300 0.47% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $120,490,000 1,356,870 0.47% Shares
TWO SIGMA ADVISERS, LP $119,583,903 1,545,411 0.47% Shares
Swiss National Bank $119,175,638 1,342,068 0.47% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $114,080,028 1,284,685 0.45% Shares
BNP PARIBAS FINANCIAL MARKETS $109,260,142 1,230,407 0.43% Shares
RUSH ISLAND MANAGEMENT, LP $98,893,008 1,113,660 0.39% Shares
PANAGORA ASSET MANAGEMENT INC $98,377,346 1,107,853 0.39% Shares
Legal & General Group Plc $98,185,270 1,105,690 0.38% Shares
CHILTON CAPITAL MANAGEMENT LLC $96,527,519 1,085,445 0.38% Shares
NEUBERGER BERMAN GROUP LLC $95,747,201 1,078,234 0.38% Shares
Vanguard Global Advisers, LLC $93,215,491 1,049,724 0.37% Shares
BANK OF AMERICA CORP /DE/ $92,433,075 1,040,913 0.36% Shares
MACKENZIE FINANCIAL CORP $87,234,989 982,376 0.34% Shares
ENVESTNET ASSET MANAGEMENT INC $86,059,252 969,136 0.34% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $83,680,526 943,425 0.33% Shares
VANGUARD ASSET MANAGEMENT, Ltd $83,557,870 940,967 0.33% Shares
ALLIANCEBERNSTEIN L.P. $83,094,859 1,016,078 0.33% Shares
VANGUARD GROUP INC $79,270,007 1,024,425 0.31% Shares
California Public Employees Retirement System $78,350,638 882,327 0.31% Shares
RHUMBLINE ADVISERS $77,362,471 871,200 0.30% Shares
1832 Asset Management L.P. $76,999,368 867,110 0.30% Shares
STOREBRAND ASSET MANAGEMENT AS $75,870,986 854,403 0.30% Shares
Retirement Systems of Alabama $75,862,462 854,307 0.30% Shares
National Pension Service $74,256,514 836,222 0.29% Shares
Asset Management One Co., Ltd. $73,970,746 904,509 0.29% Shares
STRS OHIO $73,308,929 825,551 0.29% Shares
TORONTO DOMINION BANK $67,769,940 763,175 0.27% Shares
BARCLAYS PLC $65,600,822 738,748 0.26% Shares
Gotham Asset Management, LLC $64,684,495 728,429 0.25% Shares
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $62,547,701 704,366 0.25% Shares
Nuveen Asset Management, LLC $62,286,186 1,057,670 0.24% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $61,491,869 692,476 0.24% Shares
CI INVESTMENTS INC. $61,427,311 691,749 0.24% Shares
TWO SIGMA INVESTMENTS, LP $57,399,787 646,394 0.22% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $55,399,080 677,416 0.22% Shares
RENAISSANCE TECHNOLOGIES LLC $54,857,177 617,761 0.21% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $53,899,380 606,975 0.21% Shares
Adelante Capital Management LLC $52,736,858 593,888 0.21% Shares
ANTIPODES PARTNERS Ltd $52,646,856 592,870 0.21% Shares
WELLINGTON MANAGEMENT GROUP LLP $52,104,199 586,759 0.20% Shares
Apollo Management Holdings, L.P. $51,619,440 581,300 0.20% Shares
Vanguard Investments Australia, Ltd. $49,980,725 562,846 0.20% Shares
Land & Buildings Investment Management, LLC $46,885,867 527,994 0.18% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $44,424,598 500,277 0.17% Shares
Allianz Asset Management GmbH $42,435,833 477,881 0.17% Shares
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $41,652,173 469,056 0.16% Shares
Aberdeen Group plc $41,312,868 465,235 0.16% Shares
Susquehanna Portfolio Strategies, LLC $39,708,874 447,172 0.16% Shares
NATIONAL BANK OF CANADA /FI/ $38,270,491 430,974 0.15% Shares
DUFF & PHELPS INVESTMENT MANAGEMENT CO $37,725,526 424,837 0.15% Shares
MACQUARIE GROUP LTD $35,887,366 404,137 0.14% Shares
State of New Jersey Common Pension Fund D $35,447,983 399,189 0.14% Shares
Point72 Asset Management, L.P. $35,395,414 398,597 0.14% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $34,631,645 389,996 0.14% Shares
D. E. Shaw & Co., Inc. $33,911,299 381,884 0.13% Shares
AVIVA PLC $33,357,365 375,646 0.13% Shares
Heitman Real Estate Securities LLC $32,577,523 366,864 0.13% Shares
TD Asset Management Inc $31,984,428 360,185 0.13% Shares
MORGAN STANLEY $31,577,135 355,598 0.12% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $31,292,676 352,395 0.12% Shares
LBP AM SA $31,110,548 350,344 0.12% Shares
SEB Asset Management AB $30,720,321 345,950 0.12% Shares
Uniplan Investment Counsel, Inc. $28,130,153 316,780 0.11% Shares
Quantinno Capital Management LP $27,791,901 312,971 0.11% Shares
VICTORY CAPITAL MANAGEMENT INC $27,681,002 311,723 0.11% Shares
Resona Asset Management Co.,Ltd. $27,038,118 303,216 0.11% Shares
Tredje AP-fonden $26,693,102 300,598 0.10% Shares
SCS Capital Management LLC $26,648,242 298,587 0.10% Shares
AMERIPRISE FINANCIAL INC $26,508,221 298,264 0.10% Shares
Epoch Investment Partners, Inc. $26,323,339 296,434 0.10% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $25,722,341 289,666 0.10% Shares
APG Asset Management N.V. $25,554,408 329,013 0.10% Shares
NEW YORK STATE COMMON RETIREMENT FUND $25,153,577 283,261 0.10% Shares
BAMCO INC /NY/ $24,995,690 281,483 0.10% Shares
Lighthouse Investment Partners, LLC $24,764,239 278,876 0.10% Shares

Company insiders 44 insiders · 19 officers · 23 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Debra A Cafaro Chairman and CEO Feb. 11, 2026 A 1,266,847 0 18 $-51,031,076
Peter J. Bulgarelli EVP OM&R-Ventas/Pres&CEO-LHS Nov. 6, 2025 S 111,528 0 6 $-722,913
Richard A Schweinhart Senior Advisor to the CEO Dec. 12, 2014 M 140,628 0 0 $0
Robert F Probst EVP and CFO Aug. 4, 2025 M 168,364 0 0 $0
Raymond J Lewis President July 28, 2015 G 190,211 0 0 $0
James Justin Hutchens EVP Senior Housing and CIO Feb. 11, 2026 A 200,573 0 0 $0
Carey S. Roberts EVP and GC May 30, 2025 S 116,650 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 July 16, 2026 A 9,943 0 0 $0
Maurice S Smith Director July 16, 2026 A 31,311 0 0 $0
Roxanne M Martino Director July 16, 2026 A 66,846 0 0 $0
Melody C Barnes Director July 16, 2026 A 35,379 0 0 $0
Sumit Roy Director July 16, 2026 A 24,872 0 0 $0
Marguerite M Nader Director July 16, 2026 A 23,544 0 0 $0
Michael J Embler Director July 16, 2026 A 19,274 1 0 $197,025
Matthew J Lustig Director July 16, 2026 A 95,735 0 0 $0
Walter C Rakowich Director May 14, 2026 S 28,349 0 1 $-103,910
Theodore Bigman Director May 13, 2026 A 10,640 0 0 $0
Sean P. Nolan Director May 13, 2025 A 24,134 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
Andy Wattula — Aug. 1, 2026 A 15,008 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

Activists & 5%+ owners 3 positions

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.

ETF ownership Held by 196 ETFs

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
SRHR · Elevation Series Trust 8.40% 48,500 NS April 30, 2026 N-PORT
REZ · iShares Trust 8.06% 752,886 SH Aug. 21, 2026 Daily
JRE · Janus Detroit Street Trust 6.21% 2,833 NS April 30, 2026 N-PORT
JPRE · J.P. Morgan Exchange-Traded Fund Tr… 6.05% 339,363 NS May 31, 2026 N-PORT
HAUS · Tidal Trust I 4.83% 4,725 NS April 30, 2026 N-PORT
BYRE · Principal Exchange-Traded Funds 4.48% 12,908 NS June 30, 2026 N-PORT
ICF · iShares Trust 4.32% 977,913 SH Aug. 21, 2026 Daily
RITA · ETF Series Solutions 3.74% 3,781 NS April 30, 2026 N-PORT
USRT · iShares Trust 3.72% 1,870,690 SH Aug. 21, 2026 Daily
RSPR · Invesco Exchange-Traded Fund Trust 3.70% 39,688 Aug. 21, 2026 Daily
PSR · Invesco Actively Managed Exchange-T… 3.27% 21,077 Aug. 21, 2026 Daily
DFAR · Dimensional ETF Trust 3.25% 623,015 NS April 30, 2026 N-PORT
IYR · iShares Trust 3.25% 1,602,484 SH Aug. 21, 2026 Daily
DVOL · First Trust Exchange-Traded Fund VI 3.24% 25,965 NS June 30, 2026 N-PORT
FPRO · FIDELITY COVINGTON TRUST 3.22% 5,452 NS April 30, 2026 N-PORT
AGNG · Global X Funds 3.06% 29,677 NS May 31, 2026 N-PORT
URE · ProShares Trust 2.95% 19,573 NS May 31, 2026 N-PORT
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 2.92% 424,539 NS May 31, 2026 N-PORT
DRN · Direxion Shares ETF Trust 2.91% 15,532 NS April 30, 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 2.84% 3,360,050 NS May 31, 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 2.58% 424,631 NS April 30, 2026 N-PORT
REET · iShares Trust 2.42% 1,320,673 SH Aug. 21, 2026 Daily
VNQ · VANGUARD SPECIALIZED FUNDS 2.24% 18,096,709 SH Aug. 19, 2026 Daily
DFGR · Dimensional ETF Trust 2.12% 847,975 NS April 30, 2026 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 2.10% 202,144 NS May 31, 2026 N-PORT
DDIV · First Trust Exchange-Traded Fund VI 2.05% 15,596 NS June 30, 2026 N-PORT
ERET · iShares Trust 1.81% 2,747 SH Aug. 21, 2026 Daily
HOMZ · ETF Series Solutions 1.71% 6,864 NS May 31, 2026 N-PORT
FPX · First Trust Exchange-Traded Fund 1.39% 261,204 NS June 30, 2026 N-PORT
HUSV · First Trust Exchange-Traded Fund III 1.33% 10,998 NS April 30, 2026 N-PORT
PPTY · ETF Series Solutions 1.20% 3,492 NS May 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 1.05% 803,057 Aug. 21, 2026 Daily
LCAP · Principal Exchange-Traded Funds 1.02% 209,198 NS June 30, 2026 N-PORT
ALTL · Pacer Funds Trust 0.99% 10,862 NS April 30, 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0.95% 3,724,526 SH Aug. 19, 2026 Daily
JDIV · J.P. Morgan Exchange-Traded Fund Tr… 0.94% 1,201 NS April 30, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.85% 124,577 NS April 30, 2026 N-PORT
UPSD · ETF Series Solutions 0.84% 9,604 NS April 30, 2026 N-PORT
CAPE · DoubleLine ETF Trust 0.78% 21,054 NS June 30, 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0.66% 31,064 SH Aug. 19, 2026 Daily
IIGD · Invesco Exchange-Traded Self-Indexe… 0.59% 160,000 Aug. 21, 2026 Daily
IMCG · iShares Trust 0.58% 254,717 SH Aug. 21, 2026 Daily
FFLC · FIDELITY COVINGTON TRUST 0.55% 70,631 NS April 30, 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0.54% 247,531 NS April 30, 2026 N-PORT
JGLO · J.P. Morgan Exchange-Traded Fund Tr… 0.53% 431,240 NS April 30, 2026 N-PORT
FTC · First Trust Exchange-Traded AlphaDE… 0.50% 72,108 NS April 30, 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0.44% 4,341 NS April 30, 2026 N-PORT
IWS · iShares Trust 0.43% 728,658 SH Aug. 21, 2026 Daily
VO · VANGUARD INDEX FUNDS 0.42% 10,535,322 SH Aug. 19, 2026 Daily
FVD · First Trust Exchange-Traded Fund 0.42% 377,442 NS June 30, 2026 N-PORT