VTR at a glance
Ventas (VTR, SEC CIK 740260) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ventas (VTR) reported revenue of $5.8 billion (up 18.5% from FY2024) and net income of $251.4 million. Diluted EPS was $0.54.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Ventas (VTR) shares worth $27.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.8B
- +18.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 41 funds
- $27.6B · +0 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Real estate investment trust (REIT) specializing in healthcare-related properties and leases
- Strategic emphasis: Increased limitation on taxable REIT subsidiary (TRS) assets from 20% to 25% starting 2026, affecting TRS expansion strategy
- Notable compliance metric: Ownership limits capped at 9.0% for common and 9.9% for preferred stock to maintain REIT status and prevent change of control
- Risk factor highlighted: Potential inability to distribute 100% REIT taxable income due to timing differences, requiring possible borrowing or equity issuance
- Unique filing fact: Detailed disclosure on the complex tax implications of REIT qualification, including excise taxes and prohibited transaction penalties impacting strategic flexibility
Risk Factors
- Debt service and mortgage repayments over next 12 months with liquidity dependent on external capital availability
- Exposure to inability to concurrently access multiple capital sources risking material adverse impact
- Material contractual obligations include long-term debt and ground lease obligations, with net debt repayment in 2025
- Liquidity sources include unsecured revolving credit facility and commercial paper program, potentially constrained under market stress
Management Discussion & Analysis
- Focus on debt guarantees for senior notes issued by subsidiary Ventas Realty
- Restrictions may limit cash flows from subsidiaries for debt service payments
- Ventas Realty's financials not material to consolidated results, thus excluded
- Refer to "Liquidity and Capital Resources" section for debt details and obligations
AI summary of the VTR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- UPREIT Reorganization completed July 2026, with no impact on consolidated financial condition or historical financial statements
- Near-term headwinds: inflation, elevated interest rates, tighter lending standards, labor pressures, regulation, cybersecurity, and healthcare reimbursement uncertainty
Risk Factors
- Risk factors section not provided; filing excerpt contains Items 2–6 only
- No basis to identify newly added, updated, regulatory, operational, or financial risks
- Share repurchases limited to 73,609 tax-withholding shares at average $84.97
AI summary of the VTR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Laurida Sayed appointed Chief Accounting Officer and Controller effective around October 5, 2026
- Robert F. Probst remains CFO but ends interim Chief Accounting Officer responsibilities
Item 2.02: Results of Operations and Financial Condition
- Ventas reported fiscal second-quarter results for the quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the company’s operating and financial results
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Carey S. Roberts resigns effective June 26, 2026
- Roberts departs as Executive Vice President, General Counsel, Ethics & Compliance Officer and Corporate Secretary
Item 8.01: Other Events
- Kevin M. Bohl assuming interim General Counsel, Ethics & Compliance Officer and Corporate Secretary responsibilities
- Internal succession: Bohl has served as Deputy General Counsel and Assistant Corporate Secretary since 2011
AI summaries of VTR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VTR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Smith Maurice S | A | Oct 1, 2026 | 477.726 | $83.73 |
| Martino Roxanne M | A | Oct 1, 2026 | 582.229 | $83.73 |
| LUSTIG MATTHEW J | A | Oct 1, 2026 | 447.868 | $83.73 |
| Roy Sumit | A | Oct 1, 2026 | 373.223 | $83.73 |
| Wattula Andy | A | Aug 1, 2026 | 4,314 | $93.51 |
| Wattula Andy | A | Aug 1, 2026 | 10,694 | $93.51 |
| EMBLER MICHAEL J | A | Jul 16, 2026 | 71.615 | $95.04 |
| Martino Roxanne M | A | Jul 16, 2026 | 173.886 | $95.04 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $4.5B | $4.9B | $5.8B | |
| Net Income | -$41.0M | $81.2M | $251.4M | |
| Net Margin | -0.9% | 1.6% | 4.3% | |
| Balance Sheet | ||||
| Total Assets | $24.7B | $26.2B | $27.6B | |
| Equity | $9.5B | $10.8B | $12.5B | |
| ROE | -0.4% | 0.8% | 2.0% | |
| Per Share | ||||
| EPS | $-0.10 | $0.19 | $0.54 | |
| Cash Flow | ||||
| Operating CF | $1.1B | $1.3B | $1.6B | |
Source: XBRL data in Ventas (VTR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VTR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $27.59B |
| Q1 2026 | 41 | $24.66B |
| Q4 2025 | 38 | $22.62B |
| Q3 2025 | 39 | $21.68B |
| Q2 2025 | 36 | $17.11B |
| Q1 2025 | 35 | $14.52B |
| Q4 2024 | 33 | $9.62B |
| Q3 2024 | 28 | $4.44B |
- JPMorgan Chase & Co+8.31M (+24%)
- Bank of America Corp+1.85M (+72%)
- Morgan Stanley+1.50M (+23%)
- Vanguard Portfolio Management LLC+1.37M (+3%)
- Northern Trust+1.06M (+19%)
- Two Sigma Investments−3.35M (-84%)
- COHEN & STEERS, INC.−1.88M (-31%)
- Principal Financial Group−1.37M (-9%)
- FMR LLC (Fidelity)−1.00M (-4%)
- BlackRock−800.8K (-1%)
- Blackstone Group−26.5K
- Bridgewater Associates LP−8.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 291 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VTR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 13F-HR | May 15, 2026 | Mar 31, 2026 | - |
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VTR SEC filings: frequently asked questions
Which institutions hold VTR stock?
As of June 30, 2026, the largest Ventas (VTR) holders among the 13F filers tracked by SignalX were BlackRock ($5.0 billion), JPMorgan Chase & Co ($3.9 billion), Vanguard Portfolio Management LLC ($3.8 billion), Vanguard Capital Management LLC ($2.8 billion), State Street Corp ($2.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VTR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ventas (VTR) reported revenue of $5.8 billion (up 18.5% from FY2024) and net income of $251.4 million. Diluted EPS was $0.54. The figures come from the XBRL data in the 10-K.
What are the main risks in VTR's latest 10-K?
In the 10-K filed February 6, 2026, Ventas (VTR) flagged: Debt service and mortgage repayments over next 12 months with liquidity dependent on external capital availability. Exposure to inability to concurrently access multiple capital sources risking material adverse impact. (AI summary of the Risk Factors section.)
What did VTR report in its latest 8-K?
Ventas (VTR) filed an 8-K on September 15, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Laurida Sayed appointed Chief Accounting Officer and Controller effective around October 5, 2026.
What are the latest VTR SEC filings?
Ventas (VTR) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on October 2, 2026.
What is VTR's SEC CIK number?
Ventas (VTR)'s SEC Central Index Key (CIK) is 740260. EDGAR lists every VTR filing under that number.
Ask anything about VTR
The research agent reads VTR's filings, financials, insider trades and 13F holders, then answers with sources.