Creative Planning

Position in VTR — Ventas, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in VTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,673,535

+$375,623 QoQ

Shares Held

142,720

-5.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#190

of 947 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. VTR ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	231,196	$52,474,556
2	VTR	Ventas, Inc. This page	142,720	$12,673,535
3	DOC	Healthpeak Properties, Inc.	531,278	$11,369,349
4	OHI	Omega Healthcare Investors Inc	228,169	$10,879,097
5	HR	Healthcare Realty Trust Inc	441,781	$8,910,722
6	CTRE	CareTrust REIT, Inc.	111,138	$4,484,418
7	AHR	American Healthcare REIT, Inc.	44,386	$2,314,729
8	DHC	Diversified Healthcare Trust	242,193	$2,252,394

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,673,535	142,720	-5.1%	Shares	Defined	2026-08-13
2026-03-31	$12,297,912	150,378	+0.6%	Shares	Sole	2026-05-12
2025-12-31	$11,565,601	149,465	+37.2%	Shares	Sole	2026-02-17
2025-09-30	$7,624,220	108,933	+63.8%	Shares	Defined	2025-11-14
2025-06-30	$4,199,664	66,503	-0.1%	Shares	Sole	2025-08-08
2025-03-31	$4,579,484	66,601	+29.3%	Shares	Sole	2025-05-15
2024-12-31	$3,032,480	51,494	-2.5%	Shares	Defined	2025-02-14
2024-09-30	$3,385,935	52,798	+9.5%	Shares	Defined	2024-10-11
2024-06-30	$2,470,982	48,205	+30.3%	Shares	Defined	2024-08-15
2024-03-31	$1,610,369	36,986	+25.1%	Shares	Sole	2024-05-13
2023-12-31	$1,473,818	29,571	+9.3%	Shares	Defined	2024-02-14
2023-09-30	$1,139,405	27,045	+7.5%	Shares	Sole	2023-11-16
2023-06-30	$1,189,123	25,156	-6.3%	Shares	Sole	2023-07-21
2023-03-31	$1,164,337	26,859	+8.5%	Shares	Sole	2023-05-15
2022-12-31	$1,115,573	24,763	+8.1%	Shares	Sole	2023-02-10
2022-09-30	$920,334	22,911	+11.7%	Shares	Sole	2022-11-03
2022-06-30	$1,054,572	20,505	+30.3%	Shares	Sole	2022-08-15
2022-03-31	$971,546	15,731	-12.1%	Shares	Sole	2022-05-16
2021-12-31	$914,536	17,890	+5.2%	Shares	Sole	2022-02-11
2021-09-30	$939,066	17,009	+19.9%	Shares	Sole	2021-11-10
2021-06-30	$810,077	14,187	-44.9%	Shares	Sole	2021-08-04
2021-03-31	$1,372,224	25,726	-5.0%	Shares	Sole	2021-04-30
2020-12-31	$1,327,610	27,072	+12.6%	Shares	Sole	2021-01-29
2020-09-30	$1,009,096	24,049	-52.3%	Shares	Sole	2020-11-05
2020-06-30	$1,846,490	50,423	-3.0%	Shares	Sole	2020-07-23
2020-03-31	$1,393,466	51,995	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.