Cornerstone Planning Group
VTR icon

Cornerstone Planning Group’s Ventas VTR Stock Holding History

Cornerstone Planning Group’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 		– Sell
-450
Closed -$43.7K – 1682
2026
Q2 		$43.7K Buy
450
+313
+228% +$26.7K 0.01% 436
2026
Q1 		$11.8K Buy
137
+38
+38% +$3.11K ﹤0.01% 853
2025
Q4 		$7.52K Buy
99
+19
+24% +$1.43K ﹤0.01% 864
2025
Q3 		$2.83K Sell
80
-8
-9% -$538 ﹤0.01% 1095
2025
Q2 		$6.02K Sell
88
-45
-34% -$2.94K ﹤0.01% 680
2025
Q1 		$9.11K Buy
133
+12
+10% +$766 ﹤0.01% 598
2024
Q4 		$7.5K Buy
121
+13
+12% +$817 ﹤0.01% 491
2024
Q3 		$7.1K Buy
108
+13
+14% +$759 ﹤0.01% 491
2024
Q2 		$5.28K Hold
95
– – ﹤0.01% 564
2024
Q1 		$4.4K Buy
95
+2
+2% +$91 ﹤0.01% 534
2023
Q4 		$4.62K Buy
93
+1
+1% +$45 ﹤0.01% 536
2023
Q3 		$3.88K Hold
92
– – ﹤0.01% 561
2023
Q2 		$4.33K Buy
+92
New +$4.17K ﹤0.01% 939
2022
Q4 		$4.4K Buy
+90
New +$3.8K ﹤0.01% 949

Other funds holding VTR

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cornerstone Planning Group's VTR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Ventas (VTR) in Q3 2026, closing a stake of 450 shares — an estimated $43.7K sold.

Cornerstone Planning Group first reported a position in VTR in Q4 2022 and held it in 14 quarters. The position peaked at $43.7K in Q2 2026. 188 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Ventas position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 450 Ventas shares in Q3 2026, an estimated $43.7K.
  • Cornerstone Planning Group first reported a position in Ventas in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Ventas position peaked at $43.7K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.