Next Level Wealth Planning’s Ventas VTR Stock Holding History

Next Level Wealth 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
2026 Q3	$67.1K	Buy	+789	New	+$72.3K	0.03%	149

Other funds holding VTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's VTR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Ventas (VTR) in Q3 2026: 789 shares worth $67.1K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings.

481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Next Level Wealth Planning held 789 shares of Ventas worth $67.1K as of Q3 2026.
Ventas was a new Next Level Wealth Planning position in Q3 2026.
Ventas made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #149 holding.
481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.