Welcome to our dedicated page for Ventas SEC filings (Ticker: VTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ventas, Inc. filings document the regulatory record of a healthcare real estate investment trust whose common stock trades on the New York Stock Exchange under VTR. The company’s disclosures include Form 8-K reports for operating results, quarterly and annual earnings releases, dividend-related events, material financing agreements and capital markets activity.
Recent filings also cover amendments to credit facilities, registered senior notes issued by Ventas Realty, Limited Partnership and guaranteed by Ventas, ATM sales agreement updates, officer-transition disclosures and proxy materials addressing director elections, executive compensation, shareholder voting matters and governance.
Ventas, Inc., an institutional investment manager, filed a Form 13F holdings report indicating it is reporting all of its discretionary equity holdings itself. The summary shows 1 reportable holding with an aggregate reported value of $91,930,210, based on the manager’s Form 13F information table.
Wattula Andy reported acquisition or exercise transactions in this Form 4 filing.
Ventas, Inc. executive Andy Wattula reported two equity compensation grants of common-stock-settled restricted stock units on August 1, 2026. One award covers 10,694 units vesting in 2027, 2028 and 2029; the other covers 4,314 units vesting in three annual installments, all under the 2022 Incentive Plan at a reference price of $93.51 per share.
Ventas, Inc. reported an initial insider ownership statement for executive Andy Wattula.
He is identified as an officer with the title “EVP OM&R-Ventas/Pres&CEO-LHS,” and not as a director or 10% owner. The report shows no insider transactions or derivative holdings and notes “Exhibit 24 - Power of Attorney.”
Ventas, Inc., a healthcare-focused REIT, reported larger scale in Q2 and the first half of 2026. Total revenues were 1,729,614 (in thousands) for the quarter and 3,386,558 (in thousands) year‑to‑date, up from 1,420,893 and 2,778,967 (in thousands) in 2025. Net income attributable to common stockholders was 70,570 (in thousands) for Q2 and 126,482 (in thousands) for six months, with diluted EPS of $0.14 and $0.26. A sizable income tax benefit offset higher operating and depreciation costs.
Operations remain driven by the senior housing operating portfolio. For the six months ended June 30, 2026, total segment NOI was 1,336,286 (in thousands), including SHOP 777,957, OM&R 302,135 and NNN 241,884 (all in thousands). Ventas recognized 60,300 (in thousands) of real estate impairments across segments and continues to manage tenant concentration, with Ardent and Kindred each contributing just over 2% of revenues and roughly 5–6% of NOI.
The balance sheet expanded to 29,655,896 (in thousands) of assets and 12,768,110 (in thousands) of gross debt as of June 30, 2026. The company acquired 61 senior housing communities for $2.8 billion in the first half, issued 2,548,239 (in thousands) of common stock proceeds, settled $862.5 million of exchangeable notes, originated a $300.0 million Scion term loan at 10.7%, and generated 951,156 (in thousands) of operating cash flow.
Ventas, Inc. reported strong second-quarter 2026 operating performance driven by its senior housing business. Net income attributable to common stockholders was $70.6 million, or $0.14 per share, while Normalized FFO reached $0.97 per share, up 9% year-over-year. Nareit FFO per share was $0.99, a 15% increase.
Total revenues were $1.73 billion, and Total Company Net Operating Income grew 17% year-over-year. Same-Store Cash NOI rose 10%, including a 16% increase in SHOP Same-Store Cash NOI, supported by 9% Same-Store Cash Operating Revenue growth and 210 basis points of margin expansion.
Ventas accelerated senior housing investments, closing $2.2 billion in Q2 and $3.4 billion year to date, and raised its 2026 investment target to $4.5 billion. To fund growth, it settled 31.4 million shares under equity forwards for $2.6 billion in gross proceeds and has $1.6 billion of unsettled equity forwards, contributing to $4.9 billion of liquidity. Net Debt-to-Further Adjusted EBITDA improved to 4.7x. The company raised full-year 2026 guidance, now expecting Normalized FFO of $3.85–$3.90 per share, implying 8–10% year-over-year growth.
JPMorgan Chase & Co. filed an amended Schedule 13G reporting its beneficial ownership of common stock of Ventas, Inc.. JPMorgan reports beneficial ownership of 42,614,309 shares of Ventas common stock, representing 8.7% of the class. It reports 36,825,651 shares with sole voting power and 1,565,354 shares with shared voting power. JPMorgan also reports sole dispositive power over 41,469,372 shares and shared dispositive power over 1,143,854 shares. Multiple subsidiaries, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, National Association, are identified as entities through which these holdings are maintained.
Ventas, Inc. director Maurice S. Smith reported two acquisitions of common stock units on July 16, 2026. He received 71.615 and 56.195 units of common stock, valued at $95.0400 per share, as dividend equivalents credited under the company’s Non-Employee Directors’ cash compensation and equity award deferral programs, which are payable solely in common stock pursuant to his deferral elections.
Ventas, Inc. director Sumit Roy reported two stock-unit acquisitions tied to the company’s July 16, 2026 dividend. He received 71.615 common-stock units under the Non-Employee Directors' Equity Award Deferral Program and 47.088 units under the Non-Employee Directors' Cash Compensation Deferral Plan, each valued at the $95.04 closing share price. These units are payable solely in common stock and follow the terms of his deferral elections. Direct holdings were reported at 24,871.505 and 24,799.890 shares following the respective transactions.
NADER MARGUERITE M reported acquisition or exercise transactions in this Form 4 filing.
Ventas, Inc. director Marguerite M. Nader received 71.6150 common stock units on July 16, 2026 under the company’s Non-Employee Directors’ Equity Award Deferral Program, credited as dividend equivalents based on the $95.0400 closing price, increasing her direct holdings to 23,543.5730 shares.
Ventas, Inc. director Roxanne M. Martino acquired 173.8860 shares of common stock on July 16, 2026 through a grant of units under the company’s Non-Employee Directors' Cash Compensation Deferral Plan. The grant represents dividend equivalents credited for the dividend paid that day, valued at $95.0400 per share, and increases her direct holdings to 66845.6880 shares.