VTR Ventas

company

SEC Filings & Insider Trading Activity 2026

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

• • No revenue or profitability figures disclosed in this section
• • 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

What are the latest VTR SEC filings in 2026?

Ventas (VTR) has filed a 10-K annual report on February 6, 2026, a 10-Q quarterly report on April 28, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did VTR file its most recent 10-K annual report?

Ventas (VTR) filed its most recent 10-K annual report on February 6, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view VTR 10-Q quarterly reports?

Ventas (VTR)'s most recent 10-Q quarterly report was filed on April 28, 2026. SignalX displays every VTR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has VTR filed recently?

Ventas (VTR)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find VTR insider trading activity (Form 4)?

SignalX aggregates every VTR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does VTR file with the SEC?

Ventas (VTR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VTR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Ventas (VTR).

What is VTR's SEC CIK number?

Ventas (VTR)'s SEC CIK (Central Index Key) number is 740260. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 740260 to look up all VTR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find VTR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Ventas (VTR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.