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Financial Life Planners’s Ventas VTR Stock Holding History

Financial Life Planners’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 		$11K Hold
124
– – 0.01% 229
2026
Q1 		$10.1K Buy
+124
New +$10.2K 0.01% 238
2025
Q4 		– Sell
-122
Closed -$8.54K – 328
2025
Q3 		$8.54K Buy
+122
New +$8.2K 0.01% 255
2025
Q1 		– Sell
-119
Closed -$7.03K – 382
2024
Q4 		$7.03K Buy
+119
New +$7.48K 0.01% 284

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
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

Financial Life Planners's VTR Position: Q2 2026 in Review

Financial Life Planners held its Ventas (VTR) position steady in Q2 2026 at 124 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #229.

Financial Life Planners first reported a position in VTR in Q4 2024 and has held it in 4 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Financial Life Planners held 124 shares of Ventas worth $11K as of Q2 2026.
  • Financial Life Planners left its Ventas share count unchanged in Q2 2026.
  • Ventas made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #229 holding.
  • Financial Life Planners first reported a position in Ventas in Q4 2024 and has held it in 4 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.