Position in REAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$627,958
+$296,339 QoQ
Shares Held
53,262
+45.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 251 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REAL Over Time
Shares Held
Position Value (USD)
Derivatives in REAL
reported options exposure · as of Mar 31, 2021CallValue
$16,315
CallShares
1,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Luxury Goods
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $23,533,523 across 5 Luxury Goods names. REAL ranks #4 (2.7% of the industry book) .
All Filings in REAL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,958 | 53,262 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $331,619 | 36,522 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $351,657 | 22,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $190,520 | 17,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,589 | 14,528 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,143 | 14,869 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122,470 | 11,205 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $56,832 | 28,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $110,289 | 52,270 | Shares | Sole | 2023-11-16 | |
| 2021-03-31 | $16,315 | 1,800 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $202,764 | 8,960 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||