Position in OLP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$607,468
+$178,761 QoQ
Shares Held
28,307
+34.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OLP Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Creative Planning holds $40,374,988 across 11 REIT - Diversified names. OLP ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
745,328 | $20,362,360 | |
| 2 | WPC |
W. P. Carey Inc.
|
138,729 | $9,428,022 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,017 | $7,783,330 | |
| 4 | OLP |
One Liberty Properties Inc
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|
28,307 | $607,468 | |
| 5 | AAT |
American Assets Trust, Inc.
|
27,159 | $499,997 | |
| 6 | GNL |
Global Net Lease, Inc.
|
51,101 | $478,305 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
36,860 | $421,309 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
18,981 | $350,958 |
All Filings in OLP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,468 | 28,307 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $428,707 | 21,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $259,003 | 11,709 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $202,952 | 8,506 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $274,889 | 10,464 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $294,654 | 10,817 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $272,480 | 9,894 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $222,660 | 9,483 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $219,619 | 9,722 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $207,882 | 9,488 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||