Position in RMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$491,713
+$226,975 QoQ
Shares Held
23,951
+40.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 163 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RMR 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. RMR ranks #10 (1.1% 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 RMR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,713 | 23,951 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $264,738 | 17,113 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $250,990 | 16,845 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $265,601 | 16,885 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $32,528 | 1,576 | Shares | Defined | 2025-02-14 | |
| 2023-03-31 | $224,352 | 8,550 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||