Position in FR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,482,222
+$2,449,244 QoQ
Shares Held
60,194
+233.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0.11462936505299531.ToString("F0")%
Shared 0.ToString("F0")%
None 99.88537063494701.ToString("F0")%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Creative Planning holds $126,915,067 across 16 REIT - Industrial names. FR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
463,849 | $61,311,559 | |
| 2 | EGP |
Eastgroup Properties Inc
|
71,589 | $13,250,408 | |
| 3 | EXR |
Extra Space Storage Inc.
|
77,728 | $10,192,472 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
247,759 | $8,109,152 | |
| 5 | PSA |
Public Storage
|
26,146 | $7,082,428 | |
| 6 | CUBE |
CubeSmart
|
188,388 | $6,904,420 | |
| 7 | STAG |
STAG Industrial, Inc.
|
166,240 | $5,994,614 | |
| 8 | FR |
First Industrial Realty Trust Inc
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|
60,194 | $3,482,222 |
All Filings in FR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||