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BFC Planning, Inc.’s Ventas VTR Stock Holding History

BFC Planning, Inc.’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 		$60.1K Buy
677
+441
+187% +$37.6K ﹤0.01% 1464
2026
Q1 		$19.3K Hold
236
– – ﹤0.01% 1727
2025
Q4 		$18.3K Hold
236
– – ﹤0.01% 1791
2025
Q3 		$16.5K Hold
236
– – ﹤0.01% 1676
2025
Q2 		$14.9K Sell
236
-154
-39% -$10.1K ﹤0.01% 1633
2025
Q1 		$26.8K Sell
390
-130
-25% -$8.3K ﹤0.01% 1349
2024
Q4 		$30.6K Buy
+520
New +$32.7K ﹤0.01% 1295

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 $3.38T AUM 44.17% 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 $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BFC Planning, Inc.'s VTR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Ventas (VTR) stake by 187% in Q2 2026, buying an estimated $37.6K and bringing the position to 677 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

BFC Planning, Inc. first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • BFC Planning, Inc. held 677 shares of Ventas worth $60.1K as of Q2 2026.
  • BFC Planning, Inc. bought 441 Ventas shares in Q2 2026, an estimated $37.6K.
  • Ventas made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1464 holding.
  • BFC Planning, Inc. first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
  • 959 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.