Position in JOE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,824,223
-$64,738 QoQ
Shares Held
29,127
-3.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 320 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JOE Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Diversified
Real Estate · as of Jun 30, 2026Creative Planning holds $1,824,223 across 1 Real Estate - Diversified name. JOE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JOE |
ST JOE Co
This page
|
29,127 | $1,824,223 |
All Filings in JOE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,824,223 | 29,127 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,888,961 | 30,079 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,700,000 | 28,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $878,022 | 17,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,894 | 9,872 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $445,132 | 9,481 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $540,591 | 9,271 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $517,899 | 9,468 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $344,573 | 5,944 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $305,834 | 5,082 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $346,571 | 6,379 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $224,007 | 4,634 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||