PPL
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Planning Project LLC’s Ventas VTR Stock Holding History

Planning Project LLC’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
2025
Q4 		$1.42K Buy
+18
New +$1.36K ﹤0.01% 133

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Planning Project LLC's VTR Position: Q4 2025 in Review

Planning Project LLC opened a new position in Ventas (VTR) in Q4 2025: 18 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #133 among its holdings.

929 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Planning Project LLC held 18 shares of Ventas worth $1.42K as of Q4 2025.
  • Ventas was a new Planning Project LLC position in Q4 2025.
  • Ventas made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #133 holding.
  • 929 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.