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 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%	-$9.56K	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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planned Solutions's VTR Position: Q2 2026 in Review

Planned Solutions increased its Ventas (VTR) stake by 0.98% in Q2 2026, buying an estimated $3.32K and bringing the position to 4,016 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #101.

Planned Solutions first reported a position in VTR in Q3 2020 and has held it in 17 quarters since. The position peaked at $369K in Q1 2022. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Planned Solutions held 4,016 shares of Ventas worth $357K as of Q2 2026.
Planned Solutions bought 39 Ventas shares in Q2 2026, an estimated $3.32K.
Ventas made up 0.1% of Planned Solutions's portfolio in Q2 2026, its #101 holding.
Planned Solutions first reported a position in Ventas in Q3 2020 and has held it in 17 quarters since.
Planned Solutions's Ventas position peaked at $369K in Q1 2022.
346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.