Pinnacle Wealth Planning Services’s Ventas VTR Stock Holding History

Pinnacle Wealth Planning Services’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	$78.6K	Hold	924	–	–	0.01%	1015
2026 Q2	$82.1K	Sell	924 -9	-1%	-$767	0.01%	978
2026 Q1	$76.3K	Buy	933 +148	+19%	+$12.1K	0.01%	966
2025 Q4	$60.7K	Buy	+785	New	+$59.2K	0.01%	1069
2021 Q1	–	Sell	-490	Closed	-$24K	–	1913
2020 Q4	$24K	Buy	+490	New	+$22.7K	0.01%	1096
2019 Q4	–	Sell	-2,977	Closed	-$217K	–	249
2019 Q3	$217K	Buy	+2,977	New	+$211K	0.12%	168

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

Pinnacle Wealth Planning Services's VTR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Ventas (VTR) position steady in Q3 2026 at 924 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #1015.

Pinnacle Wealth Planning Services first reported a position in VTR in Q3 2019 and has held it in 6 quarters since. The position peaked at $217K in Q3 2019. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Pinnacle Wealth Planning Services held 924 shares of Ventas worth $78.6K as of Q3 2026.
Pinnacle Wealth Planning Services left its Ventas share count unchanged in Q3 2026.
Ventas made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1015 holding.
Pinnacle Wealth Planning Services first reported a position in Ventas in Q3 2019 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Ventas position peaked at $217K in Q3 2019.
481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.