Position in CSGP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,714,112
+$3,791,814 QoQ
Shares Held
272,391
+180.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#125
of 752 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSGP 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. CSGP ranks #3 (17.5% 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.
This page
|
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 CSGP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,714,112 | 272,391 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,922,298 | 97,231 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,663,907 | 54,490 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,254,272 | 50,424 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,278,068 | 40,772 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,217,492 | 53,231 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,360,966 | 32,979 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,401,104 | 31,828 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,845,267 | 24,889 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,654,374 | 27,478 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,959,807 | 22,426 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,388,710 | 18,061 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,595,147 | 17,923 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $961,077 | 13,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,162,600 | 15,044 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $894,932 | 12,849 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $655,146 | 10,845 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $724,117 | 10,871 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $813,376 | 10,292 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $809,824 | 9,410 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $788,446 | 9,520 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $826,821 | 1,006 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $622,040 | 673 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $440,376 | 519 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||