Position in FR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,844,341
+$3,362,119 QoQ
Shares Held
111,635
+85.5% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 489 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. FR ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
This page
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in FR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,844,341 | 111,635 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,482,222 | 60,194 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,032,978 | 18,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $561,280 | 10,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $334,070 | 6,941 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $591,401 | 10,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $308,550 | 6,155 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $258,347 | 4,615 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $351,898 | 6,685 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $347,768 | 6,537 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||