Creative Planning’s Granite Real Estate Investment Trust GRP.U Stock Holding History

Creative Planning’s Portfolio GRP.U Stock Details GRP.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,945	Closed	-$483K	–	2538
2022 Q3	$483K	Hold	9,945	–	–	﹤0.01%	1356
2022 Q2	$608K	Hold	9,945	–	–	﹤0.01%	1207
2022 Q1	$767K	Hold	9,945	–	–	﹤0.01%	1105
2021 Q4	$829K	Hold	9,945	–	–	﹤0.01%	1040
2021 Q3	$707K	Hold	9,945	–	–	﹤0.01%	1121
2021 Q2	$660K	Hold	9,945	–	–	﹤0.01%	1123
2021 Q1	$606K	Hold	9,945	–	–	﹤0.01%	1302
2020 Q4	$608K	Buy	9,945 +42	+0.4%	+$2.47K	﹤0.01%	1200
2020 Q3	$576K	Hold	9,903	–	–	﹤0.01%	1062
2020 Q2	$511K	Sell	9,903 -4,000	-29%	-$187K	﹤0.01%	1020
2020 Q1	$574K	Buy	+13,903	New	+$689K	﹤0.01%	875
2017 Q3	–	Sell	-50	Closed	-$2K	–	2640
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	4297
2017 Q1	$2K	Buy	+50	New	+$1.7K	﹤0.01%	4280

Other funds holding GRP.U

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Creative Planning's GRP.U Position: Q4 2022 in Review

Creative Planning sold out of Granite Real Estate Investment Trust (GRP.U) in Q4 2022, closing a stake of 9,945 shares — an estimated $483K sold.

Creative Planning first reported a position in GRP.U in Q1 2017 and held it in 13 quarters. The position peaked at $829K in Q4 2021. 98 funds tracked by Wall St. Rank hold GRP.U as of Q4 2022.

Creative Planning reported no remaining Granite Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 9,945 Granite Real Estate Investment Trust shares in Q4 2022, an estimated $483K.
Creative Planning first reported a position in Granite Real Estate Investment Trust in Q1 2017 and held it in 13 quarters.
Creative Planning's Granite Real Estate Investment Trust position peaked at $829K in Q4 2021.
98 funds tracked by Wall St. Rank held Granite Real Estate Investment Trust as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.