Creative Planning

Position in KW — Kennedy-Wilson Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in KW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,652,354

+$86,356 QoQ

Shares Held

152,713

-5.7% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#60

of 236 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 1.4314432955936953.ToString("F0")% Shared 0.ToString("F0")% None 98.5685567044063.ToString("F0")%

Real Estate · as of Mar 31, 2026

Creative Planning holds $35,220,048 across 16 Real Estate Services names. KW ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JLL	Jones Lang Lasalle Inc	29,406	$8,948,833
2	CBRE	Cbre Group, Inc.	64,369	$8,719,424
3	CSGP	Costar Group, Inc.	97,231	$3,922,298
4	NMRK	Newmark Group, Inc.	205,236	$3,076,487
5	COMP	Compass, Inc.	282,856	$2,067,677
6	KW	Kennedy-Wilson Holdings, Inc. This page	152,713	$1,652,354
7	FRPH	Frp Holdings, Inc.	74,531	$1,630,738
8	FSV	FirstService Corp	11,258	$1,564,186

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,652,354	152,713	-5.7%	Shares	Sole	2026-05-12
2025-12-31	$1,565,998	161,944	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$1,334,178	160,358	+43.8%	Shares	Defined	2025-11-14
2025-06-30	$758,131	111,490	+11.0%	Shares	Defined	2025-08-08
2025-03-31	$871,975	100,458	-19.8%	Shares	Sole	2025-05-15
2024-12-31	$1,251,626	125,288	-6.0%	Shares	Defined	2025-02-14
2024-09-30	$1,473,527	133,351	+11.9%	Shares	Defined	2024-10-11
2024-06-30	$1,158,795	119,218	+103.3%	Shares	Defined	2024-08-15
2024-03-31	$503,190	58,647	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.