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 Q2	$49.2K	Sell	554 -87	-14%	-$7.42K	﹤0.01%	1015
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
2018 Q4	–	Sell	-321	Closed	-$18.9K	–	762
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Creative Financial Designs's VTR Position: Q2 2026 in Review

Creative Financial Designs reduced its Ventas (VTR) stake by 14% in Q2 2026, selling an estimated $7.42K and leaving 554 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Creative Financial Designs first reported a position in VTR in Q4 2016 and has held it in 17 quarters since. The position peaked at $52.4K in Q1 2026. 951 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Creative Financial Designs held 554 shares of Ventas worth $49.2K as of Q2 2026.
Creative Financial Designs sold 87 Ventas shares in Q2 2026, an estimated $7.42K.
Ventas made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1015 holding.
Creative Financial Designs first reported a position in Ventas in Q4 2016 and has held it in 17 quarters since.
Creative Financial Designs's Ventas position peaked at $52.4K in Q1 2026.
951 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.