Creative Planning
REIT icon

Creative Planning’s ALPS Active REIT ETF REIT Stock Holding History

Creative Planning’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30
Closed -$684 – 3026
2023
Q3 		$684 Buy
+30
New +$736 ﹤0.01% 2848

Other funds holding REIT

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's REIT Position: Q4 2023 in Review

Creative Planning sold out of ALPS Active REIT ETF (REIT) in Q4 2023, closing a stake of 30 shares — an estimated $684 sold.

Creative Planning first reported a position in REIT in Q3 2023 and held it in 1 quarter. The position peaked at $684 in Q3 2023. 8 funds tracked by Wall St. Rank hold REIT as of Q4 2023.

  • Creative Planning reported no remaining ALPS Active REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 30 ALPS Active REIT ETF shares in Q4 2023, an estimated $684.
  • Creative Planning first reported a position in ALPS Active REIT ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's ALPS Active REIT ETF position peaked at $684 in Q3 2023.
  • 8 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.