Asset Planning,Inc

Position in VTR — Ventas, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in VTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$237,540

+$19,842 QoQ

Shares Held

2,675

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#685

of 941 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Asset Planning,Inc holds $5,295,219 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	20,453	$4,642,217
2	SBRA	Sabra Health Care REIT, Inc.	20,176	$393,633
3	VTR	Ventas, Inc. This page	2,675	$237,540
4	CTRE	CareTrust REIT, Inc.	541	$21,829

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,540	2,675	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$217,698	2,662	+0.5%	Shares	Sole	2026-04-23
2025-12-31	$204,902	2,648	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$184,353	2,634	+0.6%	Shares	Sole	2025-10-23
2025-06-30	$165,326	2,618	+0.6%	Shares	Sole	2025-07-25
2025-03-31	$178,982	2,603	+0.6%	Shares	Sole	2025-05-08
2024-12-31	$152,348	2,587	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.