Planned Solutions’s Ventas VTR Stock Holding History

Planned Solutions’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	–	Sell	-4,016	Closed	-$357K	–	163
2026 Q2	$357K	Buy	4,016 +39	+1%	+$3.32K	0.1%	101
2026 Q1	$325K	Hold	3,977	–	–	0.11%	96
2025 Q4	$308K	Hold	3,977	–	–	0.1%	100
2025 Q3	$278K	Hold	3,977	–	–	0.1%	101
2025 Q2	$251K	Hold	3,977	–	–	0.1%	99
2025 Q1	$273K	Hold	3,977	–	–	0.11%	92
2024 Q4	$234K	Hold	3,977	–	–	0.09%	97
2024 Q3	$255K	Hold	3,977	–	–	0.1%	94
2024 Q2	$204K	Buy	+3,977	New	+$186K	0.1%	99
2024 Q1	–	Sell	-3,977	Closed	-$198K	–	546
2023 Q4	$198K	Buy	+3,977	New	+$178K	0.09%	86
2022 Q3	–	Sell	-3,977	Closed	-$205K	–	68
2022 Q2	$205K	Sell	3,977 -2,000	-33%	-$112K	0.19%	61
2022 Q1	$369K	Sell	5,977 -175	-3%	-$9.6K	0.26%	43
2021 Q4	$314K	Buy	+6,152	New	+$321K	0.21%	55
2021 Q2	$341K	Hold	5,977	–	–	0.24%	48
2021 Q1	$319K	Sell	5,977 -175	-3%	-$8.98K	0.25%	45
2020 Q4	$302K	Hold	6,152	–	–	0.24%	42
2020 Q3	$258K	Buy	+6,152	New	+$246K	0.25%	41

Other funds holding VTR

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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Planned Solutions's VTR Position: Q3 2026 in Review

Planned Solutions sold out of Ventas (VTR) in Q3 2026, closing a stake of 4,016 shares — an estimated $357K sold.

Planned Solutions first reported a position in VTR in Q3 2020 and held it in 17 quarters. The position peaked at $369K in Q1 2022. 409 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Planned Solutions reported no remaining Ventas position as of Q3 2026 after selling out during the quarter.
Planned Solutions sold 4,016 Ventas shares in Q3 2026, an estimated $357K.
Planned Solutions first reported a position in Ventas in Q3 2020 and held it in 17 quarters.
Planned Solutions's Ventas position peaked at $369K in Q1 2022.
409 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.