Creative Planning’s VEREIT, Inc. VER Stock Holding History

Creative Planning’s Portfolio VER Stock Details VER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-600	Closed	-$1K	–	4480
2014 Q4	$1K	Buy	+600	New	+$29.4K	﹤0.01%	4039

Other funds holding VER

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's VER Position: Q2 2021 in Review

Creative Planning sold out of VEREIT, Inc. (VER) in Q2 2021, closing a stake of 5,203 shares — an estimated $201K sold.

Creative Planning first reported a position in VER in Q2 2013 and held it in 26 quarters. The position peaked at $694K in Q1 2014. 375 funds tracked by Wall St. Rank hold VER as of Q2 2021.

Creative Planning reported no remaining VEREIT, Inc. position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 5,203 VEREIT, Inc. shares in Q2 2021, an estimated $201K.
Creative Planning first reported a position in VEREIT, Inc. in Q2 2013 and held it in 26 quarters.
Creative Planning's VEREIT, Inc. position peaked at $694K in Q1 2014.
375 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.