Planned Solutions, Inc.

Position in VTR — Ventas, Inc.

CIK 1831332 FOLSOM, CA

Position in VTR

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

Position Value

$356,620

+$31,381 QoQ

Shares Held

4,016

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#612

of 942 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Planned Solutions, Inc. holds $884,552 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc.	2,326	$527,932
2	VTR	Ventas, Inc. This page	4,016	$356,620

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,620	4,016	+1.0%	Shares	Sole	2026-07-13
2026-03-31	$325,239	3,977	0.0%	Shares	Sole	2026-04-09
2025-12-31	$307,740	3,977	0.0%	Shares	Sole	2026-01-28
2025-09-30	$278,350	3,977	0.0%	Shares	Sole	2025-10-23
2025-06-30	$251,147	3,977	0.0%	Shares	Sole	2025-07-29
2025-03-31	$273,458	3,977	0.0%	Shares	Sole	2025-04-09
2024-12-31	$234,205	3,977	0.0%	Shares	Sole	2025-01-17
2024-09-30	$255,045	3,977	0.0%	Shares	Sole	2024-10-09
2024-06-30	$203,861	3,977	0.0%	Shares	Sole	2024-07-24
2023-12-31	$198,213	3,977	0.0%	Shares	Sole	2024-01-18
2022-06-30	$204,537	3,977	-33.5%	Shares	Sole	2022-07-14
2022-03-31	$369,139	5,977	-2.8%	Shares	Sole	2022-04-08
2021-12-31	$314,490	6,152	+2.9%	Shares	Sole	2022-02-03
2021-06-30	$341,286	5,977	0.0%	Shares	Sole	2021-07-21
2021-03-31	$318,813	5,977	-2.8%	Shares	Sole	2021-04-29
2020-12-31	$301,694	6,152	0.0%	Shares	Sole	2021-01-29
2020-09-30	$258,137	6,152	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.