Creative Planning’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Buy |
150,378
+913
| +0.6% | +$74.7K | 0.01% | 601 |
|
|
2025
Q4 | $11.6M | Buy |
149,465
+40,532
| +37% | +$3.06M | 0.01% | 559 |
|
|
2025
Q3 | $7.62M | Buy |
108,933
+42,430
| +64% | +$2.85M | 0.01% | 674 |
|
|
2025
Q2 | $4.2M | Sell |
66,503
-98
| -0.1% | -$6.4K | ﹤0.01% | 845 |
|
|
2025
Q1 | $4.58M | Buy |
66,601
+15,107
| +29% | +$964K | ﹤0.01% | 747 |
|
|
2024
Q4 | $3.03M | Sell |
51,494
-1,304
| -2% | -$81.9K | ﹤0.01% | 892 |
|
|
2024
Q3 | $3.39M | Buy |
52,798
+4,593
| +10% | +$268K | ﹤0.01% | 803 |
|
|
2024
Q2 | $2.47M | Buy |
48,205
+11,219
| +30% | +$525K | ﹤0.01% | 900 |
|
|
2024
Q1 | $1.61M | Buy |
36,986
+7,415
| +25% | +$337K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $1.47M | Buy |
29,571
+2,526
| +9% | +$113K | ﹤0.01% | 1048 |
|
|
2023
Q3 | $1.14M | Buy |
27,045
+1,889
| +8% | +$85.1K | ﹤0.01% | 1108 |
|
|
2023
Q2 | $1.19M | Sell |
25,156
-1,703
| -6% | -$77.2K | ﹤0.01% | 1050 |
|
|
2023
Q1 | $1.16M | Buy |
26,859
+2,096
| +8% | +$101K | ﹤0.01% | 998 |
|
|
2022
Q4 | $1.12M | Buy |
24,763
+1,852
| +8% | +$78.1K | ﹤0.01% | 984 |
|
|
2022
Q3 | $920K | Buy |
22,911
+2,406
| +12% | +$118K | ﹤0.01% | 999 |
|
|
2022
Q2 | $1.05M | Buy |
20,505
+4,774
| +30% | +$267K | ﹤0.01% | 952 |
|
|
2022
Q1 | $972K | Sell |
15,731
-2,159
| -12% | -$118K | ﹤0.01% | 1000 |
|
|
2021
Q4 | $915K | Buy |
17,890
+881
| +5% | +$46K | ﹤0.01% | 994 |
|
|
2021
Q3 | $939K | Buy |
17,009
+2,822
| +20% | +$162K | ﹤0.01% | 977 |
|
|
2021
Q2 | $810K | Sell |
14,187
-11,539
| -45% | -$644K | ﹤0.01% | 1027 |
|
|
2021
Q1 | $1.37M | Sell |
25,726
-1,346
| -5% | -$69.1K | ﹤0.01% | 884 |
|
|
2020
Q4 | $1.33M | Buy |
27,072
+3,023
| +13% | +$140K | ﹤0.01% | 827 |
|
|
2020
Q3 | $1.01M | Sell |
24,049
-26,374
| -52% | -$1.05M | ﹤0.01% | 799 |
|
|
2020
Q2 | $1.85M | Sell |
50,423
-1,572
| -3% | -$51.9K | 0.01% | 525 |
|
|
2020
Q1 | $1.39M | Buy |
51,995
+2,249
| +5% | +$112K | ﹤0.01% | 539 |
|
|
2019
Q4 | $2.87M | Sell |
49,746
-3,213
| -6% | -$202K | 0.01% | 408 |
|
|
2019
Q3 | $3.87M | Buy |
52,959
+1,992
| +4% | +$141K | 0.01% | 338 |
|
|
2019
Q2 | $3.48M | Buy |
50,967
+1,049
| +2% | +$66.9K | 0.01% | 357 |
|
|
2019
Q1 | $3.19M | Sell |
49,918
-1,119
| -2% | -$69.9K | 0.01% | 358 |
|
|
2018
Q4 | $2.99M | Buy |
51,037
+3,429
| +7% | +$202K | 0.01% | 346 |
|
|
2018
Q3 | $2.59M | Buy |
47,608
+759
| +2% | +$43.9K | 0.01% | 416 |
|
|
2018
Q2 | $2.67M | Sell |
46,849
-2,614
| -5% | -$137K | 0.01% | 403 |
|
|
2018
Q1 | $2.45M | Buy |
49,463
+4,164
| +9% | +$218K | 0.01% | 413 |
|
|
2017
Q4 | $2.72M | Sell |
45,299
-78
| -0.2% | -$4.93K | 0.01% | 385 |
|
|
2017
Q3 | $2.96M | Buy |
45,377
+2,452
| +6% | +$165K | 0.01% | 355 |
|
|
2017
Q2 | $2.98M | Sell |
42,925
-634
| -1% | -$42.2K | 0.02% | 328 |
|
|
2017
Q1 | $2.83M | Sell |
43,559
-1,836
| -4% | -$114K | 0.02% | 330 |
|
|
2016
Q4 | $2.84M | Buy |
45,395
+4,778
| +12% | +$302K | 0.02% | 313 |
|
|
2016
Q3 | $2.87M | Buy |
40,617
+785
| +2% | +$57K | 0.02% | 298 |
|
|
2016
Q2 | $2.9M | Sell |
39,832
-7,813
| -16% | -$515K | 0.02% | 258 |
|
|
2016
Q1 | $3M | Buy |
47,645
+3,851
| +9% | +$217K | 0.02% | 240 |
|
|
2015
Q4 | $2.47M | Buy |
43,794
+1,446
| +3% | +$78.7K | 0.02% | 268 |
|
|
2015
Q3 | $2.37M | Buy |
42,348
+26,245
| +163% | +$1.72M | 0.02% | 263 |
|
|
2015
Q2 | $1.14M | Buy |
16,103
+5,071
| +46% | +$396K | 0.01% | 431 |
|
|
2015
Q1 | $920K | Sell |
11,032
-861
| -7% | -$74.1K | 0.01% | 498 |
|
|
2014
Q4 | $974K | Buy |
11,893
+2,969
| +33% | +$234K | 0.01% | 458 |
|
|
2014
Q3 | $631K | Buy |
8,924
+669
| +8% | +$48.9K | 0.01% | 565 |
|
|
2014
Q2 | $604K | Sell |
8,255
-689
| -8% | -$51.2K | 0.01% | 573 |
|
|
2014
Q1 | $619K | Buy |
8,944
+848
| +10% | +$59K | 0.01% | 533 |
|
|
2013
Q4 | $530K | Buy |
8,096
+134
| +2% | +$9.31K | 0.01% | 506 |
|
|
2013
Q3 | $559K | Buy |
7,962
+2,605
| +49% | +$193K | 0.01% | 420 |
|
|
2013
Q2 | $425K | Buy |
+5,357
| New | +$460K | 0.01% | 445 |
|
Other funds holding VTR
VPM
VCM
AAMU
Creative Planning's VTR Position: Q1 2026 in Review
Creative Planning increased its Ventas (VTR) stake by 0.61% in Q1 2026, buying an estimated $74.7K and bringing the position to 150,378 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #601.
Creative Planning first reported a position in VTR in Q2 2013 and has held it in 52 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.
- Creative Planning held 150,378 shares of Ventas worth $12.3M as of Q1 2026.
- Creative Planning bought 913 Ventas shares in Q1 2026, an estimated $74.7K.
- Ventas made up 0.01% of Creative Planning's portfolio in Q1 2026, its #601 holding.
- Creative Planning first reported a position in Ventas in Q2 2013 and has held it in 52 quarters since.
- 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.