Position in DOUG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,253
+$18,818 QoQ
Shares Held
23,872
+67.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 132 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DOUG 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. DOUG ranks #15 (0.1% 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 DOUG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,253 | 23,872 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,435 | 14,290 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,319 | 12,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,848 | 10,087 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,380 | 10,078 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,335 | 10,079 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,181 | 15,079 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,785 | 12,451 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $13,947 | 12,024 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $18,997 | 12,024 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,146 | 12,592 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,185 | 12,914 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $30,083 | 13,551 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $46,242 | 14,869 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $85,030 | 20,892 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $63,747 | 15,548 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $75,562 | 15,775 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $122,100 | 16,726 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $191,613 | 16,662 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||