Position in DEI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$279,565
+$79,339 QoQ
Shares Held
23,692
+30.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 282 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Creative Planning holds $61,292,200 across 17 REIT - Office names. DEI ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
574,773 | $17,231,694 | |
| 2 | KRC |
Kilroy Realty Corp
|
272,535 | $10,211,885 | |
| 3 | HIW |
Highwoods Properties, Inc.
|
279,152 | $8,419,223 | |
| 4 | ARE |
Alexandria Real Estate Equities, Inc.
|
144,134 | $7,617,481 | |
| 5 | VNO |
Vornado Realty Trust
|
168,047 | $6,604,246 | |
| 6 | BXP |
BXP, Inc.
|
81,928 | $5,432,644 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
67,703 | $1,668,201 | |
| 8 | CDP |
Copt Defense Properties
|
25,391 | $923,978 |
All Filings in DEI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,565 | 23,692 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $200,226 | 18,219 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $336,373 | 21,604 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $316,200 | 21,024 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $315,312 | 19,707 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $408,709 | 22,021 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $392,776 | 22,355 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $303,387 | 22,794 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $319,828 | 23,059 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $329,845 | 22,748 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $415,362 | 32,552 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $446,586 | 35,528 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $349,246 | 28,325 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $169,830 | 10,831 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||