Position in ONL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,801
+$540 QoQ
Shares Held
10,658
-4.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 197 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ONL Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Creative Planning holds $61,292,200 across 17 REIT - Office names. ONL ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
574,773 | $17,231,694 | |
| 2 | KRC |
Kilroy Realty Corp
|
272,535 | $10,211,885 | |
| 3 | HIW |
Highwoods Properties, Inc.
|
279,152 | $8,419,223 | |
| 4 | ARE |
Alexandria Real Estate Equities, Inc.
|
144,134 | $7,617,481 | |
| 5 | VNO |
Vornado Realty Trust
|
168,047 | $6,604,246 | |
| 6 | BXP |
BXP, Inc.
|
81,928 | $5,432,644 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
67,703 | $1,668,201 | |
| 8 | CDP |
Copt Defense Properties
|
25,391 | $923,978 |
All Filings in ONL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,801 | 10,658 | Shares | Defined | 2026-08-13 | |
| 2025-09-30 | $30,261 | 11,208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,396 | 11,454 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $28,600 | 7,709 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $42,240 | 10,560 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $37,789 | 10,527 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $53,084 | 10,189 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $106,109 | 16,053 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $562 | 84 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $1,288 | 92 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||