Superior Planning, LLC’s Ventas VTR Stock Holding History

Superior Planning, LLC’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.1K	Buy	+119	New	+$10.9K	﹤0.01%	924

Other funds holding VTR

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's VTR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ventas (VTR) in Q3 2026: 119 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

704 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Superior Planning, LLC held 119 shares of Ventas worth $10.1K as of Q3 2026.
Ventas was a new Superior Planning, LLC position in Q3 2026.
Ventas made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #924 holding.
704 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.