CPG
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
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 		$6.03K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Cornerstone Planning Group's VTR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Ventas (VTR) stake by 228% in Q2 2026, buying an estimated $26.7K and bringing the position to 450 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #436.

Cornerstone Planning Group first reported a position in VTR in Q4 2022 and has held it in 14 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Cornerstone Planning Group held 450 shares of Ventas worth $43.7K as of Q2 2026.
  • Cornerstone Planning Group bought 313 Ventas shares in Q2 2026, an estimated $26.7K.
  • Ventas made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #436 holding.
  • Cornerstone Planning Group first reported a position in Ventas in Q4 2022 and has held it in 14 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.