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Creative Planning VTR Position History
Ventas, Inc. • Real Estate
Quarters held
8
Latest value
$14.7M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q3 2025 | $138K |
| Q4 2025 | $11.6M |
| Q1 2026 | $12.3M |
| Q2 2026 | $156K |
| Q2 2026 | $12.5M |
| Q3 2026 | $160K |
| Q3 2026 | $14.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.7M | 172.4K | — | — |
| Q3 2026 | $160K | 1.9K | — | — |
| Q2 2026 | $12.5M | 141.0K | — | — |
| Q2 2026 | $156K | 1.8K | — | — |
| Q1 2026 | $12.3M | 150.4K | — | — |
| Q4 2025 | $11.6M | 149.5K | — | — |
| Q3 2025 | $138K | 2.0K | — | — |
| Q3 2025 | $7.5M | 107.0K | — | — |
Other funds holding VTR
$5.5B
$4.8B
$4.6B
$4.4B
$2.8B
$2.7B
$2.7B
$2.5B