Creative Financial Designs’s Ventas VTR Stock Holding History

Creative Financial Designs’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	$52.4K	Buy	641 +12	+2%	+$982	﹤0.01%	885
2025 Q4	$48.7K	Hold	629	–	–	﹤0.01%	876
2025 Q3	$44K	Sell	629 -39	-6%	-$2.62K	﹤0.01%	893
2025 Q2	$42.2K	Hold	668	–	–	﹤0.01%	923
2025 Q1	$45.9K	Buy	668 +5	+0.8%	+$319	﹤0.01%	853
2024 Q4	$39K	Hold	663	–	–	﹤0.01%	875
2024 Q3	$42.5K	Sell	663 -236	-26%	-$13.8K	﹤0.01%	824
2024 Q2	$46.1K	Sell	899 -34	-4%	-$1.59K	﹤0.01%	767
2024 Q1	$40.6K	Buy	933 +285	+44%	+$12.9K	﹤0.01%	779
2023 Q4	$32.3K	Buy	648 +18	+3%	+$806	﹤0.01%	789
2023 Q3	$26.5K	Buy	+630	New	+$28.4K	﹤0.01%	791
2019 Q1	–	Hold	0	–	–	–	664
2018 Q4	–	Sell	-321	Closed	-$18.9K	–	766
2018 Q3	$17K	Hold	321	–	–	0.01%	362
2018 Q2	$18K	Sell	321 -94	-23%	-$4.92K	0.01%	380
2018 Q1	$21K	Buy	+415	New	+$21.8K	0.01%	322
2017 Q3	–	Sell	-156	Closed	-$11K	–	825
2017 Q2	$11K	Buy	+156	New	+$10.4K	0.01%	405
2017 Q1	–	Sell	-33	Closed	-$2K	–	863
2016 Q4	$2K	Buy	+33	New	+$2.09K	﹤0.01%	614

Other funds holding VTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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