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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VTR holding history

Ventas, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
142,720
Value
$12.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VTR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026142,720$12.7M<0.1%−7,658−5.1%ReducedHolders
Q1 2026150,378$12.3M<0.1%+913+0.6%AddedHolders
Q4 2025149,465$11.6M<0.1%+40,532+37.2%AddedHolders
Q3 2025108,933$7.62M<0.1%+42,430+63.8%AddedHolders
Q2 202566,503$4.20M<0.1%−98−0.1%ReducedHolders
Q1 202566,601$4.58M<0.1%+15,107+29.3%AddedHolders
Q4 202451,494$3.03M<0.1%−1,304−2.5%ReducedHolders
Q3 202452,798$3.39M<0.1%+4,593+9.5%AddedHolders
Q2 202448,205$2.47M<0.1%+11,219+30.3%AddedHolders
Q1 202436,986$1.61M<0.1%+7,415+25.1%AddedHolders
Q4 202329,571$1.47M<0.1%+2,526+9.3%AddedHolders
Q3 202327,045$1.14M<0.1%+1,889+7.5%AddedHolders
Q2 202325,156$1.19M<0.1%−1,703−6.3%ReducedHolders
Q1 202326,859$1.16M<0.1%+2,096+8.5%AddedHolders
Q4 202224,763$1.12M<0.1%+1,852+8.1%AddedHolders
Q3 202222,911$920.0K<0.1%+2,406+11.7%AddedHolders
Q2 202220,505$1.05M<0.1%+4,774+30.3%AddedHolders
Q1 202215,731$972.0K<0.1%−2,159−12.1%ReducedHolders
Q4 202117,890$915.0K<0.1%+881+5.2%AddedHolders
Q3 202117,009$939.0K<0.1%+2,822+19.9%AddedHolders
Q2 202114,187$810.0K<0.1%−11,539−44.9%ReducedHolders
Q1 202125,726$1.37M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.