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Realty Income owns roughly 15,600 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, gaming, office, manufacturing, and distribution properties, which make up roughly 20% of revenue.

Ventas Inc. is a real estate investment trust that invests primarily in real estate serving the healthcare sector and is a leader in private-pay senior housing in the U.S. The company acquires, develops, and leases about 1,400 assets in the U.S., Canada, and the U.K. Ventas breaks its operations into three property segments: SHOP (senior housing operating portfolio); OM&R (medical office and research); and NNN, or Triple-Net Healthcare (hospitals, skilled-care nursing facilities, long-term acute care, in-patient rehabilitation). At the beginning of 2025, VTR's portfolio included about 800 SHOP assets, with over 77,000 tenants, 22 million square feet of office and research space, and Triple-Net Healthcare properties with about 10,000 beds. Total revenues in 2024 were $4.9 billion with NNN accounting for 13%; OM&R accounting for 18%; Resident Fees from SHOP accounting for 69%. SHOP accounted for about half of 2024 annualized NOI. The company was founded in 1998 as a spin-off of Vencor, a healthcare services company. VTR also has an asset management business, Ventas Investment Management, with $5 billion under management. VTR shares are a component of the S&P 500. The company's market cap is $34.7 billion.

With earnings season in full gear, the volume of insider transactions is as cyclically low as ever. So it would be easy to say that insider-sentiment data from Vickers Stock Research is not relevant. But while short-term data may be lacking, broader trends remain in place. And those trends still suggest that stocks, which have had an admirable run higher in the year to date, are - in the opinion of insiders -vulnerable. Yet insiders tapped out weeks ago and stocks have continued to rise. So are insiders a lone voice? Maybe not. As detailed by Argus' Mark Arbeter, CMT, last week was technically tough. NYSE breadth was barely positive and advancing volume/total volume was a meager 64%. The percentage of NYSE stocks above their 50-day average has fallen to 40% from 56% a week ago, while the percentage above the 200-day is marginally bullish at 60% -- but down from 65%. For the S&P 500, only 41% are over the 50-day average, down from 57% a week ago. Other breadth deterioration was also seen. But as Mark also noted, price is all that matters technically. So at least for now, price reigns. Insider buying outpaced insider selling in two sectors over the past week. In Communication Services, insiders bought shares valued at $524,700, while cashing in for only $182,304 during the period. Additionally, buying drove the activity in Consumer Staples over the past week, with shares valued at $522,765 bought versus $108,438 sold. In Real Estate, buying just barely lagged selling. Meanwhile, the greatest level of selling occurred in Information Technology, with shares valued at $639 million sold versus $84,056 bought. Selling activity was also of note in Consumer Discretionary ($79 million sold versus $188,225 bought), as well as in Healthcare, Financial, and Industrials. This week, analysts at Vickers highlighted insider transactions of interest at Morgan Stanley (NYSE: MS) and Oracle Corp. (NYSE: ORCL).

The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.