Vanguard Discloses 10.6% Stake in Ventas (VTR) Common Stock

TL;DR

**Vanguard still owns 10.6% of Ventas, showing strong institutional backing.**

AI Summary

The Vanguard Group, a major investment firm, filed an amended SC 13G/A on February 13, 2024, disclosing its ownership in Ventas, Inc. (VTR) Common Stock as of December 29, 2023. This filing indicates that Vanguard beneficially owns 40,689,336 shares, representing 10.6% of Ventas's outstanding common stock. This matters to investors because Vanguard is a significant institutional holder, and its continued large stake suggests confidence in Ventas's long-term prospects, potentially influencing other investors.

Why It Matters

This filing confirms Vanguard's substantial, passive ownership in Ventas, signaling institutional confidence in the healthcare REIT and potentially providing a floor for the stock price.

Risk Assessment

Risk Level: low — This filing is a routine update from a passive institutional investor and does not indicate any immediate change in company operations or strategy.

Analyst Insight

Investors should note that a major institutional investor like Vanguard maintains a substantial, passive stake in Ventas, which can be seen as a vote of confidence, but this filing itself doesn't suggest any immediate catalysts for price movement.

Key Numbers

• 40,689,336 — Shares Beneficially Owned (Represents the total number of Ventas Common Stock shares held by The Vanguard Group.)
• 10.6% — Percentage Ownership (Indicates The Vanguard Group's significant stake in Ventas, making them a major institutional shareholder.)
• December 29, 2023 — Reporting Date (The specific date as of which Vanguard's ownership percentage is reported.)

Key Players & Entities

• The Vanguard Group (company) — reporting person and beneficial owner of Ventas shares
• Ventas, Inc. (company) — the issuer of the securities being reported on
• 40,689,336 shares (dollar_amount) — total number of shares beneficially owned by The Vanguard Group
• 10.6% (dollar_amount) — percentage of Ventas's Common Stock beneficially owned by The Vanguard Group
• December 29, 2023 (date) — date of the event which required the filing of this statement

Forward-Looking Statements

• Vanguard will maintain a significant, passive stake in Ventas, Inc. (The Vanguard Group) — high confidence, target: December 29, 2024

FAQ

From the Filing

0001104659-24-022218.txt : 20240213 0001104659-24-022218.hdr.sgml : 20240213 20240213171609 ACCESSION NUMBER: 0001104659-24-022218 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Ventas, Inc. CENTRAL INDEX KEY: 0000740260 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] ORGANIZATION NAME: 05 Real Estate & Construction IRS NUMBER: 611055020 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-40710 FILM NUMBER: 24629843 BUSINESS ADDRESS: STREET 1: 353 N. CLARK STREET STREET 2: SUITE 3300 CITY: CHICAGO STATE: IL ZIP: 60654 BUSINESS PHONE: 3126603800 MAIL ADDRESS: STREET 1: 353 N. CLARK STREET STREET 2: SUITE 3300 CITY: CHICAGO STATE: IL ZIP: 60654 FORMER COMPANY: FORMER CONFORMED NAME: VENTAS INC DATE OF NAME CHANGE: 19980507 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: VANGUARD GROUP INC CENTRAL INDEX KEY: 0000102909 ORGANIZATION NAME: IRS NUMBER: 231945930 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: PO BOX 2600 STREET 2: V26 CITY: VALLEY FORGE STATE: PA ZIP: 19482-2600 BUSINESS PHONE: 6106691000 MAIL ADDRESS: STREET 1: PO BOX 2600 STREET 2: V26 CITY: VALLEY FORGE STATE: PA ZIP: 19482-2600 SC 13G/A 1 tv02196-ventasinc.htm SCHEDULE 13G/A ventasinc SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 19)* Name of issuer:  Ventas Inc Title of Class of Securities:  Common Stock CUSIP Number:  92276F100 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b) ☐ Rule 13d-1(c) ☐ Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). (Continued on the following page(s))     13G CUSIP No.:  92276F100 1.  NAME OF REPORTING PERSON I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Vanguard Group - 23-1945930 2.  CHECK THE APPROPRIATE [LINE] IF A MEMBER OF A GROUP A.  B.  X 3.  SEC USE ONLY 4.  CITIZENSHIP OF PLACE OF ORGANIZATION Pennsylvania (For questions 5-8, report the number of shares beneficially owned by each reporting person with:) 5.  SOLE VOTING POWER 0 6.  SHARED VOTING POWER 834,756 7.  SOLE DISPOSITIVE POWER 61,963,978 8.  SHARED DISPOSITIVE POWER 2,024,913 9.  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 63,988,891 10.  CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES N/A 11.  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 15.90% 12.  TYPE OF REPORTING PERSON IA     SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Act of 1934 Item 1(a) - Name of Issuer: Ventas Inc Item 1(b) - Address of Issuer's Principal Executive Offices: 353 North Clark Street, Suite 3300 Chicago, IL 60654 Item 2(a) - Name of Person Filing: The Vanguard Group - 23-1945930 Item 2(b) – Address of Principal Business Office or, if none, residence: 100 Vanguard Blvd. Malvern, PA 19355 Item 2(c) – Citizenship: Pennsylvania Item 2(d) - Title