Why Ventas Inc (VTR) Is Surging In 2025

We recently published a list of Why These 15 Real Estate Stocks Are Surging In 2025. In this article, we are going to take a look at where Ventas Inc (NYSE:VTR) stands against other real estate stocks that are surging in 2025.

For years, real estate stocks have been a source of anxiety for investors due to the scars of the Great Recession. That crisis has led to lingering skepticism, and many see real estate as a no-go zone today due to GDP growth turning negative quarter-over-quarter and expectations of a recession. Investors fear that a recession could drag these stocks down once more.

However, these companies have learned from the Great Recession, and some of them have delivered stellar gains so far. It is a good idea to keep an eye on the winners, as they could outperform during market downturns.

Even during bear markets, there are pockets of the market that perform exceptionally well. For example, I identified 15 Healthcare Stocks that are up the Most in 2025 in another article

Methodology

For this article, I screened the best-performing real estate stocks year-to-date.

I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Why Ventas Inc (VTR) Is Surging In 2025?

A modern healthcare facility, emphasizing the updates and investments made.

Ventas Inc (NYSE:VTR)

Number of Hedge Fund Holders In Q4 2024: 43

Ventas Inc (NYSE:VTR) is a leading real estate investment trust specializing in senior housing communities, outpatient medical buildings, research centers, and healthcare facilities across North America and the UK.

The stock’s rise in 2025 has been fueled by strong financial results for 2024, which included double-digit net operating income growth in its senior housing operating portfolio for the third consecutive year, and a 7% increase in its quarterly dividend.

In February 2025, Ventas reported that its senior housing segment, which grew same-store net operating income by nearly 16% in 2024 and reached an average occupancy of 86.3%, would comprise half of total net operating income by the end of 2025.

The company completed over $2 billion in accretive investments focused on senior housing and announced a strategic conversion of 44 assets to its Senior Housing Operating Portfolio, expected to further boost net operating income from 2025 onwards.

The consensus price target of $72.9 implies 5.47% upside.

VTR stock is up 18.23% year-to-date.

Overall, VTR ranks 10th on our list of real estate stocks that are surging in 2025. While we acknowledge the potential of VTR, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VTR but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.