What smart money is saying about Ventas, Inc.
5 funds in our archive have pitched Ventas, Inc., most recently Baron Real Estate Income Fund in September 2026.
Ventas, Inc. is an S&P 500 company enabling exceptional environments that benefit a large and growing aging population. With approximately 1,450 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy. The Company’s growth is fueled by its more than 900 senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments. Ventas aims to deliver outsized performance by leveraging its operational expertise, data-driven insights from its Ventas OITM platform, extensive relationships and strong financial position. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities. Ventas, Inc. is based in Illinois, Chicago. Ventas, Inc. was incorporated in 1983 in Maryland.
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Position history
Between Q1 2025 and Q3 2026, 4 fund letters reported a position in Ventas, Inc., with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 3 |
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- HoldsWCM Global Growth LimitedSeptember 2026
“Chicago-based Ventas is an example of a holding that sits in the defensive growth category.”
Ventas, Inc. - August 2026
“Within this improving environment, the Fund holds two of the sector’s strongest operators, Welltower and Ventas.”
Ventas, Inc. - June 2026
Listed in Baron Real Estate Income Fund’s reported holdings.
Ventas, Inc. - June 2026
“Smaller exits included positions in LegalZoom, Banca Monte dei Paschi, Americold, Clipper Realty, Ventas, Foraco and the remaining tail of our very successful Platinum group metals holding Valterra Platinum.”
Ventas, Inc.
Also mentioned · 1
These funds discuss Ventas, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedBaron Real Estate Income StrategyJune 2026
“Top net sales for the quarter Net Amount Sold ($M) Ventas, Inc. 15.0 Essential Properties Realty Trust, Inc. 8.9 American Healthcare REIT, Inc. 6.3 Wynn Resorts, Limited 6.1 Digital Realty Trust, Inc. 6.0 Though we remain bullish on the long-term prospects for senior housing-focused REITs Ventas, Inc. and American Healthcare REIT, Inc. , we chose to consolidate the Strategy’s exposure to this REIT category given strong relative performance over the last two years and the desire to acquire certain REITs that we believe are more attractively valued.”
Ventas, Inc.
Fund coverage · 5 theses
- Baron Real Estate Income FundSeptember 2026
Ventas, Inc. is a diversified healthcare real estate operator with robust fundamentals, external growth opportunities, and attractive earnings growth.
Read the full thesis - WCM Global Growth LimitedSeptember 2026
Ventas benefits from strong demographic tailwinds, limited new supply, and scale advantages that should improve its economics.
Read the full thesis - Guinness Global Real Assets FundAugust 2026
Ventas benefits from the same senior-housing tailwinds as Welltower, with strong NOI growth, attractive acquisitions, and operating leverage from ownership.
Read the full thesis - Baron Real Estate FundDecember 2025
Ventas is a senior housing and health care real estate operator with attractive valuation, ~10% per-share growth, muted supply tailwinds, and active portfolio optimization.
Read the full thesis - Diamond Hill Mid Cap FundMarch 2025
Ventas is a diversified healthcare REIT focused on the growing demand for private-pay senior housing, with potential for strong growth and competitive advantages in a limited supply environment.
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