Creative Planning’s Ventas VTR Stock Holding History

Creative Planning’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
2019 Q3	–	Sell	-1,000	Closed	-$2K	–	2117
2019 Q2	$2K	Buy	+1,000	New	+$63.8K	﹤0.01%	1982

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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.