Position in AGNT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$550,742
+$47,966 QoQ
Shares Held
101,801
+21.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 240 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNT Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Creative Planning holds $44,083,227 across 15 Real Estate Services names. AGNT ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
77,132 | $10,388,908 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
29,924 | $9,274,943 | |
| 3 | CSGP |
Costar Group, Inc.
|
272,391 | $7,714,112 | |
| 4 | COMP |
Compass, Inc.
|
343,825 | $4,239,361 | |
| 5 | NMRK |
Newmark Group, Inc.
|
220,760 | $3,335,683 | |
| 6 | FSV |
FirstService Corp
|
23,325 | $3,314,715 | |
| 7 | FRPH |
Frp Holdings, Inc.
|
90,468 | $2,260,794 | |
| 8 | MMI |
Marcus & Millichap, Inc.
|
49,329 | $1,537,584 |
All Filings in AGNT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,742 | 101,801 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $502,776 | 83,936 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $113,079 | 12,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $115,137 | 10,801 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $617,574 | 38,028 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,253,952 | 61,832 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $783,709 | 61,758 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $633,643 | 57,188 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $626,762 | 55,911 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $728,421 | 61,888 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,267,116 | 107,091 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $347,242 | 10,307 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $315,853 | 7,942 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $249,717 | 6,441 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $331,330 | 7,274 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $237,646 | 3,765 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||