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.
JPMorgan Chase & Co. has filed a Schedule 13G showing a significant ownership position in Ventas, Inc. common stock. As of 12/31/2025, JPMorgan reports beneficial ownership of 28,174,629 Ventas shares, representing 5.9% of the outstanding common stock.
The filing states JPMorgan has sole voting power over 22,685,575 shares and shared voting power over 1,573,364 shares, with sole dispositive power over 26,876,054 shares and shared dispositive power over 1,297,916 shares. JPMorgan certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ventas.
Ventas, Inc. director Maurice S. Smith reported routine share accruals tied to dividends. On January 15, 2026, he acquired 57.483 units of common stock under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan and 68.063 units under the Non-Employee Directors' Equity Award Deferral Program, both credited as dividend equivalents at a reference price of $76.92 per share.
These units are payable solely in Ventas common stock and are subject to his deferral elections and the governing plans. Following the reported transactions, Smith beneficially owns 28,092.352 shares of Ventas common stock directly.
Ventas, Inc. director Sumit Roy reported automatic acquisitions of common stock units linked to dividends. On January 15, 2026, he received 48.195 common stock units under the Ventas Non-Employee Directors' Cash Compensation Deferral Plan and 68.063 units under the Non-Employee Directors' Equity Award Deferral Program, both credited as dividend equivalents on Ventas' common stock. Each grant used a reference price of $76.92 per share. After these transactions, Roy directly beneficially owned 21,859.714 shares of Ventas common stock in total.
Ventas, Inc. director Joe Vasquez Rodriguez Jr. reported an automatic grant linked to dividends rather than an open-market trade. On January 15, 2026, he acquired 42.037 units of common stock under the Ventas Non-Employee Directors' Equity Award Deferral Program, tied to dividend equivalents on the company’s common stock. The filing notes a reference price of $76.92 per share, which reflects the closing price on the grant date. After this transaction, Rodriguez beneficially owns 7,806.498 shares of Ventas common stock in direct form. The units are payable solely in common stock and remain subject to his deferral election and the terms of the program.
Ventas, Inc. director Marguerite M. Nader reported an automatic acquisition of common stock units under the company’s Non-Employee Directors' Equity Award Deferral Program. On January 15, 2026, she received 68.063 common stock units at a value based on the $76.92 closing price of Ventas common stock on the grant date, reflecting dividend equivalents on the company’s common stock dividend paid that day.
After this transaction, Nader beneficially owned 21,358.216 shares of Ventas common stock in direct form. The units are payable solely in common stock and remain subject to the terms of her deferral election and the Program, which was adopted under the Ventas, Inc. 2022 Incentive Plan.
Ventas, Inc. director Matthew J. Lustig reported routine share accruals tied to board compensation programs. On January 15, 2026, he acquired 231.163 shares of Ventas common stock at $76.92 per share through units granted under the company’s Non-Employee Directors' Cash Compensation Deferral Plan as dividend equivalents on the common stock dividend paid that day.
On the same date, he acquired an additional 68.063 shares at $76.92 per share through units credited under the Non-Employee Directors' Equity Award Deferral Program, also as dividend equivalents on the January 15 dividend. After these transactions, Lustig directly beneficially owned 92,266.446 shares of Ventas common stock, with all units payable solely in stock under the terms of his deferral elections and the applicable plans.
Ventas, Inc. director Roxanne M. Martino acquired 187.938 common stock units on January 15, 2026 through the company’s Non-Employee Directors' Cash Compensation Deferral Plan. These units were credited as dividend equivalents tied to a cash dividend paid on that date and are payable solely in common stock under the terms of her deferral election and the plan. The filing reports a reference closing price of $76.92 per share as of the grant date, and shows that she beneficially owned a total of 63,267.777 shares of common stock in direct ownership following this transaction.
Ventas, Inc. director Michael J. Embler reported a small stock-based award related to his board service. On January 15, 2026, he acquired 68.063 shares of common stock at a reference price of $76.92 per share. The award came as units under Ventas' Non-Employee Directors' Equity Award Deferral Program, credited as dividend equivalents on the company’s common stock and payable solely in shares. After this grant, Embler directly beneficially owned 14,588.216 shares of Ventas common stock.
Ventas, Inc. director Melody C. Barnes reported a small stock unit accrual under a director equity program. On January 15, 2026, she acquired 68.063 units of common stock, coded as an acquisition, at a reference price of $76.92 per share, which reflects the closing market price on the grant date. The units were credited as dividend equivalents under the Ventas Non-Employee Directors' Equity Award Deferral Program adopted pursuant to the 2022 Incentive Plan and are payable solely in common stock. Following this transaction, she directly beneficially owned 33,193.216 shares of Ventas common stock in total.
Ventas, Inc. amended its main credit agreement on January 7, 2026 through its subsidiary Ventas Realty, Limited Partnership. The change increases the company’s existing unsecured term loan facility from $500 million to $700 million and adds a new unsecured delayed draw term loan facility with a principal amount of $550 million.
After this amendment, total borrowing capacity under the credit agreement can be raised, at the borrower’s option, to $1.75 billion, subject to conditions and additional lender commitments. The company plans to use the increased term loan proceeds to repay in full all outstanding debt under a separate 2023 Credit and Guaranty Agreement, which, along with the related company guarantee, will be terminated once that repayment is completed.