PlanVest Financial’s Ventas VTR Stock Holding History

PlanVest Financial’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	$35.5K	Hold	400	–	–	0.02%	269
2026 Q1	$32.7K	Buy	+400	New	+$32.7K	0.02%	263

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

PlanVest Financial's VTR Position: Q2 2026 in Review

PlanVest Financial held its Ventas (VTR) position steady in Q2 2026 at 400 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #269.

PlanVest Financial first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 929 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

PlanVest Financial held 400 shares of Ventas worth $35.5K as of Q2 2026.
PlanVest Financial left its Ventas share count unchanged in Q2 2026.
Ventas made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #269 holding.
PlanVest Financial first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
929 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.