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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return