Position in ESBA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$88,013
-$22,003 QoQ
Shares Held
17,463
0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESBA Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Creative Planning holds $26,188,258 across 14 REIT - Office names. ESBA ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
248,527 | $5,609,254 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
118,846 | $5,516,831 | |
| 3 | KRC |
Kilroy Realty Corp
|
129,391 | $3,650,120 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
153,770 | $3,292,215 | |
| 5 | BXP |
BXP, Inc.
|
47,518 | $2,466,184 | |
| 6 | VNO |
Vornado Realty Trust
|
83,580 | $2,172,244 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
65,645 | $1,218,371 | |
| 8 | CDP |
Copt Defense Properties
|
18,711 | $572,556 |
All Filings in ESBA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,013 | 17,463 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $110,016 | 17,463 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $133,748 | 17,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,478 | 17,977 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $139,501 | 17,977 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $183,005 | 17,977 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $190,196 | 17,977 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $163,950 | 17,977 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $179,230 | 17,977 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $168,983 | 17,977 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $143,816 | 17,977 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $132,130 | 17,977 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $116,490 | 17,977 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $117,389 | 17,977 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $79,078 | 12,356 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $87,727 | 12,356 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $120,965 | 12,356 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $109,597 | 12,356 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $124,177 | 12,356 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $148,889 | 12,356 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $136,904 | 12,356 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $112,933 | 12,356 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $74,877 | 12,356 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $90,198 | 12,356 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $110,091 | 12,356 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||