Position in REAX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$158,063
+$65,793 QoQ
Shares Held
86,848
+135.3% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 175 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REAX Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Creative Planning holds $44,083,227 across 15 Real Estate Services names. REAX ranks #13 (0.4% 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.
|
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 | MMI |
Marcus & Millichap, Inc.
|
49,329 | $1,537,584 |
All Filings in REAX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,063 | 868,479 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $92,270 | 369,081 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,208 | 115,641 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $97,976 | 234,396 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $61,617 | 136,625 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $63,941 | 157,492 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,004 | 115,227 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $51,873 | 93,467 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $17,982 | 44,291 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,354 | 20,368 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $4,712 | 32,500 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,207 | 32,500 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,932 | 32,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,125 | 32,500 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,805 | 33,373 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,322 | 35,015 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,191 | 62,519 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,405 | 58,009 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,405 | 50,568 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,000 | 13,275 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||