Creative Planning Ventas, Inc. Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ventas, Inc. stock. As of the latest transaction made, Creative Planning holds 66,503 shares of VTR stock, worth $4.91 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

66,503

Previous 66,601 0.15%

Holding current value

$4.91 Million

Previous $4.58 Million 8.3%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$62.45 - $70.08 $6,120 - $6,867	-98 Reduced 0.15%	66,503 $4.2 Million
Q1 2025 May 15, 2025	BUY	$56.9 - $70.47 $859,588 - $1.06 Million	15,107 Added 29.34%	66,601 $4.58 Million
Q4 2024 Feb 14, 2025	SELL	$57.73 - $66.48 $75,279 - $86,689	-1,304 Reduced 2.47%	51,494 $3.03 Million
Q3 2024 Oct 11, 2024	BUY	$50.88 - $65.33 $233,691 - $300,060	4,593 Added 9.53%	52,798 $3.39 Million
Q2 2024 Aug 15, 2024	BUY	$41.68 - $51.26 $467,607 - $575,085	11,219 Added 30.33%	48,205 $2.47 Million
Q1 2024 May 10, 2024	BUY	$42.29 - $50.57 $313,580 - $374,976	7,415 Added 25.08%	36,986 $1.61 Million
Q4 2023 Feb 14, 2024	BUY	$39.65 - $50.95 $100,155 - $128,699	2,526 Added 9.34%	29,571 $1.47 Million
Q3 2023 Nov 16, 2023	BUY	$41.41 - $49.69 $78,223 - $93,864	1,889 Added 7.51%	27,045 $1.14 Million
Q2 2023 Jul 21, 2023	SELL	$41.97 - $48.05 $71,474 - $81,829	-1,703 Reduced 6.34%	25,156 $1.19 Million
Q1 2023 May 15, 2023	BUY	$41.69 - $53.0 $87,382 - $111,088	2,096 Added 8.46%	26,859 $1.16 Million
Q4 2022 Feb 10, 2023	BUY	$36.04 - $46.52 $66,746 - $86,155	1,852 Added 8.08%	24,763 $1.12 Million
Q3 2022 Nov 03, 2022	BUY	$39.65 - $53.78 $95,397 - $129,394	2,406 Added 11.73%	22,911 $920,000
Q2 2022 Aug 15, 2022	BUY	$48.43 - $62.86 $231,204 - $300,093	4,774 Added 30.35%	20,505 $1.06 Million
Q1 2022 May 16, 2022	SELL	$50.03 - $63.64 $108,014 - $137,398	-2,159 Reduced 12.07%	15,731 $972,000
Q4 2021 Feb 11, 2022	BUY	$45.69 - $56.9 $40,252 - $50,128	881 Added 5.18%	17,890 $915,000
Q3 2021 Nov 10, 2021	BUY	$54.23 - $60.4 $153,037 - $170,448	2,822 Added 19.89%	17,009 $939,000
Q2 2021 Aug 04, 2021	SELL	$52.18 - $59.24 $602,105 - $683,570	-11,539 Reduced 44.85%	14,187 $810,000
Q1 2021 Apr 30, 2021	SELL	$46.07 - $57.17 $62,010 - $76,950	-1,346 Reduced 4.97%	25,726 $1.37 Million
Q4 2020 Jan 29, 2021	BUY	$38.84 - $51.49 $117,413 - $155,654	3,023 Added 12.57%	27,072 $1.33 Million
Q3 2020 Nov 05, 2020	SELL	$34.27 - $45.48 $903,836 - $1.2 Million	-26,374 Reduced 52.31%	24,049 $1.01 Million
Q2 2020 Jul 23, 2020	SELL	$22.52 - $45.69 $35,401 - $71,824	-1,572 Reduced 3.02%	50,423 $1.85 Million
Q1 2020 May 05, 2020	BUY	$16.97 - $63.05 $38,165 - $141,799	2,249 Added 4.52%	51,995 $1.39 Million
Q4 2019 Jan 30, 2020	SELL	$55.15 - $74.56 $177,196 - $239,561	-3,213 Reduced 6.07%	49,746 $2.87 Million
Q3 2019 Nov 01, 2019	BUY	$66.92 - $75.23 $133,304 - $149,858	1,992 Added 3.91%	52,959 $3.87 Million
Q2 2019 Jul 26, 2019	BUY	$57.77 - $71.76 $60,600 - $75,276	1,049 Added 2.1%	50,967 $3.48 Million
Q1 2019 Apr 24, 2019	SELL	$56.92 - $65.25 $63,693 - $73,014	-1,119 Reduced 2.19%	49,918 $3.19 Million
Q4 2018 Feb 01, 2019	BUY	$52.86 - $65.47 $181,256 - $224,496	3,429 Added 7.2%	51,037 $2.99 Million
Q3 2018 Oct 25, 2018	BUY	$53.66 - $60.12 $40,727 - $45,631	759 Added 1.62%	47,608 $2.59 Million
Q2 2018 Jul 20, 2018	SELL	$46.96 - $57.44 $122,753 - $150,148	-2,614 Reduced 5.28%	46,849 $2.67 Million
Q1 2018 Apr 18, 2018	BUY	$48.11 - $60.12 $200,330 - $250,339	4,164 Added 9.19%	49,463 $2.45 Million
Q4 2017 Jan 17, 2018	SELL	$59.84 - $65.39 $4,667 - $5,100	-78 Reduced 0.17%	45,299 $2.72 Million
Q3 2017 Oct 17, 2017	BUY	$64.8 - $69.47 $2.94 Million - $3.15 Million	45,377	45,377 $2.96 Million

Others Institutions Holding VTR

# of Institutions

900

Shares Held

422M

Call Options Held

691K

Put Options Held

144K

View Full List

About Ventas, Inc.

Ticker VTR
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 399,712,992
Market Cap $29.5B
Description
Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...

More about VTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ventas, Inc. Transaction History