Planning Strategies Inc.’s Ventas VTR Stock Holding History

Planning Strategies Inc.’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	$2.31K	Buy	+26	New	+$2.22K	﹤0.01%	559

Other funds holding VTR

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

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Planning Strategies Inc.'s VTR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ventas (VTR) in Q2 2026: 26 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

306 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Planning Strategies Inc. held 26 shares of Ventas worth $2.31K as of Q2 2026.
Ventas was a new Planning Strategies Inc. position in Q2 2026.
Ventas made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #559 holding.
306 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.