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 $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 Planning's VTR Position: Q2 2026 in Review

Creative Planning reduced its Ventas (VTR) stake by 5.1% in Q2 2026, selling an estimated $653K and leaving 142,720 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #722.

Creative Planning first reported a position in VTR in Q2 2013 and has held it in 53 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Creative Planning held 142,720 shares of Ventas worth $12.7M as of Q2 2026.
Creative Planning sold 7,658 Ventas shares in Q2 2026, an estimated $653K.
Ventas made up 0.01% of Creative Planning's portfolio in Q2 2026, its #722 holding.
Creative Planning first reported a position in Ventas in Q2 2013 and has held it in 53 quarters since.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.