Position in BEKE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$484,924
-$34,295 QoQ
Shares Held
33,374
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 204 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BEKE 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. BEKE ranks #11 (1.1% 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 BEKE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,924 | 33,374 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $519,219 | 34,684 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $714,526 | 45,338 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,469,137 | 77,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,320,228 | 74,421 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,526,699 | 75,993 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $895,358 | 48,608 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $597,339 | 30,002 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $396,396 | 28,014 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $186,137 | 13,557 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $326,793 | 20,160 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $156,006 | 10,052 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $230,353 | 15,512 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $272,690 | 14,474 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||