Ventas, Inc.
At today's price, Ventas, Inc. (VTR) is priced for +13.1% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Ventas owns senior housing, outpatient medical, and research real estate, and the senior-housing operating portfolio is now the growth engine: same-store NOI there grew over 15% in the first quarter of 2026 as US occupancy rose 370 basis points [Source: Ventas Q1 2026 earnings release, April 27, 2026]. • At roughly 27 times AFFO, the cash the trust keeps after the recurring spending that keeps its buildings leasable, the price asks AFFO per share to compound around 10% a year, a pace that sits
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899 institutional managers reported holding VTR in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 53%. 92 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 23.0M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (6.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
VTR's share count grew 27% over the past five years. It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $1.92 a share annually. Cash returned over the past three years: $2.19B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at VTR over the trailing three years: 2026: 1 buy totaling $197k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
VTR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | -7.3% | -11.8% |
| 2023-11-04 | +3.0% | +10.4% |
| 2024-02-16 | -4.1% | -1.4% |
| 2024-05-03 | +4.4% | +12.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
VTR's latest 8-K filings: 2026-06-15 (items 5.02, 8.01); 2026-05-15 (items 5.02, 5.07, 8.01, 9.01); 2026-04-27 (items 2.02, 9.01); 2026-02-20 (items 5.02); 2026-02-09 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 24, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.