
What smart money is saying about Ventas, Inc.
2 funds in our archive have pitched Ventas, Inc. — most recently Baron Real Estate Fund in December 2025.
Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries: healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institutions, innovators and healthcare organizations whose success is buoyed by the demographic tailwind of an aging population. For more than twenty years, Ventas has followed a successful strategy that endures: combining a high-quality diversified portfolio of properties and capital sources to manage through cycles, working with industry leading partners, and a collaborative and experienced team focused on producing consistent growing cash flows and superior returns on a strong balance sheet, ultimately rewarding Ventas shareholders. As of September 30, 2020, Ventas owned or managed through unconsolidated joint ventures approximately 1,200 properties.
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Position history
Between Q1 2025 and Q2 2026, 1 fund letter reported a position in Ventas, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- TrimmedBaron Real Estate Income FundJune 2026
Listed in Baron Real Estate Income Fund’s reported holdings.
Read the letterVentas, 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
“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.”
Read the letterVentas, Inc.
Fund coverage · 2 theses
- 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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