Position in HRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,207,578
+$1,395,848 QoQ
Shares Held
15,401
+88.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 333 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Creative Planning holds $81,130,645 across 15 Rental & Leasing Services names. HRI ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
23,300 | $26,396,336 | |
| 2 | PRG |
PROG Holdings, Inc.
|
316,224 | $14,739,200 | |
| 3 | R |
Ryder System Inc
|
37,650 | $9,930,940 | |
| 4 | AER |
AerCap Holdings N.V.
|
47,894 | $6,981,986 | |
| 5 | GATX |
Gatx Corp
|
28,405 | $5,033,081 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
55,010 | $4,115,297 | |
| 7 | HTZ |
Hertz Global Holdings, Inc
|
1,038,333 | $2,351,823 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
19,146 | $2,317,239 |
All Filings in HRI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,207,578 | 15,401 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $811,730 | 8,154 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,323,630 | 15,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $979,826 | 8,399 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $999,658 | 7,591 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,060,867 | 7,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,444,818 | 12,913 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,729,496 | 10,848 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $902,103 | 6,768 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,082,168 | 6,430 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $813,533 | 5,464 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $415,576 | 3,494 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $476,101 | 3,479 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $361,290 | 3,172 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $364,054 | 2,767 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $2,138,547 | 13,083 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,378,798 | 30,149 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||