Integrated Wealth Concepts’s Granite Real Estate Investment Trust GRP.U Stock Holding History

Integrated Wealth Concepts’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
2025 Q2	–	Sell	-4,405	Closed	-$206K	–	1939
2025 Q1	$206K	Sell	4,405 -4,990	-53%	-$238K	﹤0.01%	1608
2024 Q4	$456K	Buy	+9,395	New	+$501K	0.01%	1167
2024 Q3	–	Sell	-10,493	Closed	-$520K	–	1705
2024 Q2	$520K	Sell	10,493 -125	-1%	-$6.41K	0.01%	1025
2024 Q1	$608K	Sell	10,618 -160	-1%	-$8.91K	0.01%	961
2023 Q4	$622K	Sell	10,778 -200	-2%	-$10.4K	0.01%	906
2023 Q3	$582K	Sell	10,978 -110	-1%	-$6.22K	0.01%	912
2023 Q2	$654K	Buy	11,088 +200	+2%	+$12.1K	0.01%	867
2023 Q1	$675K	Buy	+10,888	New	+$648K	0.01%	754

Other funds holding GRP.U

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's GRP.U Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Granite Real Estate Investment Trust (GRP.U) in Q2 2025, closing a stake of 4,405 shares — an estimated $206K sold.

Integrated Wealth Concepts first reported a position in GRP.U in Q1 2023 and held it in 8 quarters. The position peaked at $675K in Q1 2023. 97 funds tracked by Wall St. Rank hold GRP.U as of Q2 2025.

Integrated Wealth Concepts reported no remaining Granite Real Estate Investment Trust position as of Q2 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 4,405 Granite Real Estate Investment Trust shares in Q2 2025, an estimated $206K.
Integrated Wealth Concepts first reported a position in Granite Real Estate Investment Trust in Q1 2023 and held it in 8 quarters.
Integrated Wealth Concepts's Granite Real Estate Investment Trust position peaked at $675K in Q1 2023.
97 funds tracked by Wall St. Rank held Granite Real Estate Investment Trust as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.