Position in NMRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,335,683
+$259,196 QoQ
Shares Held
220,760
+7.6% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMRK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Creative Planning holds $45,505,795 across 15 Real Estate Services names. NMRK ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
77,132 | $10,388,908 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
29,924 | $9,274,943 | |
| 3 | CSGP |
Costar Group, Inc.
|
272,391 | $7,714,112 | |
| 4 | COMP |
Compass, Inc.
|
343,825 | $4,239,361 | |
| 5 | NMRK |
Newmark Group, Inc.
This page
|
220,760 | $3,335,683 | |
| 6 | FSV |
FirstService Corp
|
23,325 | $3,314,715 | |
| 7 | FRPH |
Frp Holdings, Inc.
|
90,468 | $2,260,794 | |
| 8 | REAX |
Real Brokerage Inc
|
868,479 | $1,580,631 |
All Filings in NMRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,335,683 | 220,760 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,076,487 | 205,236 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,621,948 | 93,538 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,443,266 | 77,387 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $693,521 | 57,080 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $783,285 | 64,362 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $586,684 | 45,799 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $703,632 | 45,308 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $402,989 | 39,393 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $424,324 | 38,262 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $410,944 | 37,495 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $230,618 | 35,866 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $219,210 | 35,243 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $186,961 | 26,407 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $142,918 | 17,932 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $109,245 | 13,554 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $129,945 | 13,438 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $260,658 | 16,373 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $276,685 | 14,796 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $182,452 | 12,750 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $152,767 | 12,720 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $128,264 | 12,820 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $93,457 | 12,820 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $63,396 | 14,675 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $71,320 | 14,675 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $43,639 | 10,268 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||