Creative Planning
VRE

Creative Planning’s Veris Residential VRE Stock Holding History

Creative Planning’s Portfolio VRE Stock Details VRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$665K Buy
35,244
+3,037
+9% +$51.5K ﹤0.01% 2797
2025
Q4 		$479K Buy
32,207
+735
+2% +$10.9K ﹤0.01% 2881
2025
Q3 		$478K Buy
+31,472
New +$468K ﹤0.01% 2765
2017
Q3 		– Sell
-2,231
Closed -$61K – 3674
2017
Q2 		$61K Buy
2,231
+735
+49% +$20.2K ﹤0.01% 2361
2017
Q1 		$40K Sell
1,496
-355
-19% -$9.96K ﹤0.01% 2648
2016
Q4 		$54K Buy
1,851
+500
+37% +$13.4K ﹤0.01% 2339
2016
Q3 		$37K Buy
1,351
+776
+135% +$21.5K ﹤0.01% 2601
2016
Q2 		$16K Sell
575
-26
-4% -$666 ﹤0.01% 2956
2016
Q1 		$14K Buy
601
+25
+4% +$520 ﹤0.01% 3014
2015
Q4 		$13K Hold
576
– – ﹤0.01% 3144
2015
Q3 		$11K Buy
+576
New +$11.3K ﹤0.01% 3166
2015
Q2 		– Sell
-770
Closed -$15K – 2986
2015
Q1 		$15K Buy
770
+1
+0.1% +$19 ﹤0.01% 2937
2014
Q4 		$15K Buy
769
+2
+0.3% +$38 ﹤0.01% 2873
2014
Q3 		$15K Buy
767
+1
+0.1% +$21 ﹤0.01% 2715
2014
Q2 		$16K Sell
766
-441
-37% -$9.32K ﹤0.01% 2633
2014
Q1 		$25K Buy
1,207
+447
+59% +$9.4K ﹤0.01% 2253
2013
Q4 		$16K Sell
760
-398
-34% -$8.35K ﹤0.01% 2327
2013
Q3 		$25K Buy
1,158
+402
+53% +$9.16K ﹤0.01% 1976
2013
Q2 		$19K Buy
+756
New +$20.3K ﹤0.01% 1967

Other funds holding VRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return