Position in COMP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,067,677
-$693,989 QoQ
Shares Held
282,856
+8.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 1.2267726334247815.ToString("F0")%
Shared 0.ToString("F0")%
None 98.77322736657523.ToString("F0")%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Creative Planning holds $35,220,048 across 16 Real Estate Services names. COMP ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
29,406 | $8,948,833 | |
| 2 | CBRE |
Cbre Group, Inc.
|
64,369 | $8,719,424 | |
| 3 | CSGP |
Costar Group, Inc.
|
97,231 | $3,922,298 | |
| 4 | NMRK |
Newmark Group, Inc.
|
205,236 | $3,076,487 | |
| 5 | COMP |
Compass, Inc.
This page
|
282,856 | $2,067,677 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
152,713 | $1,652,354 | |
| 7 | FRPH |
Frp Holdings, Inc.
|
74,531 | $1,630,738 | |
| 8 | FSV |
FirstService Corp
|
11,258 | $1,564,186 |
All Filings in COMP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,067,677 | 282,856 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,761,666 | 261,274 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,214,480 | 151,243 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $194,767 | 31,014 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $386,878 | 44,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $138,235 | 23,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,132 | 15,570 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $44,463 | 12,351 | Shares | Sole | 2024-08-15 | |
| 2023-09-30 | $13,276 | 4,578 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||