Position in VTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,297,912
+$732,311 QoQ
Shares Held
150,378
+0.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.4057907406668528.ToString("F0")%
Shared 0.ToString("F0")%
None 98.59420925933314.ToString("F0")%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Creative Planning holds $89,458,934 across 15 REIT - Healthcare Facilities names. VTR ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
220,074 | $43,510,830 | |
| 2 | VTR |
Ventas, Inc.
This page
|
150,378 | $12,297,912 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
175,381 | $7,685,195 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
408,305 | $6,708,451 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
320,819 | $5,450,714 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
101,154 | $3,707,294 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
43,738 | $2,062,684 | |
| 8 | MPT |
Medical Properties Trust Inc
|
361,660 | $1,674,485 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,297,912 | 150,378 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,565,601 | 149,465 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,624,220 | 108,933 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,199,664 | 66,503 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,579,484 | 66,601 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,032,480 | 51,494 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,385,935 | 52,798 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,470,982 | 48,205 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,610,369 | 36,986 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,473,818 | 29,571 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,139,405 | 27,045 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,189,123 | 25,156 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,164,337 | 26,859 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,115,573 | 24,763 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $920,334 | 22,911 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,054,572 | 20,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $971,546 | 15,731 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $914,536 | 17,890 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $939,066 | 17,009 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $810,077 | 14,187 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,372,224 | 25,726 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,327,610 | 27,072 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,009,096 | 24,049 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,846,490 | 50,423 | 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. | ||||||