Creative Planning’s Veris Residential VRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-35,244
| Closed | -$665K | – | 4409 |
|
|
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 | – | 2984 |
|
|
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
Creative Planning's VRE Position: Q2 2026 in Review
Creative Planning sold out of Veris Residential (VRE) in Q2 2026, closing a stake of 35,244 shares — an estimated $665K sold.
Creative Planning first reported a position in VRE in Q2 2013 and held it in 19 quarters. The position peaked at $665K in Q1 2026. 2 funds tracked by Wall St. Rank hold VRE as of Q2 2026.
- Creative Planning reported no remaining Veris Residential position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 35,244 Veris Residential shares in Q2 2026, an estimated $665K.
- Creative Planning first reported a position in Veris Residential in Q2 2013 and held it in 19 quarters.
- Creative Planning's Veris Residential position peaked at $665K in Q1 2026.
- 2 funds tracked by Wall St. Rank held Veris Residential as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.