Creative Planning
ARR

Creative Planning’s Armour Residential REIT ARR Stock Holding History

Creative Planning’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$408K Buy
24,455
+2,987
+14% +$52.8K ﹤0.01% 3176
2025
Q4 		$380K Buy
21,468
+8,121
+61% +$135K ﹤0.01% 3068
2025
Q3 		$199K Buy
13,347
+3,025
+29% +$47.5K ﹤0.01% 3486
2025
Q2 		$174K Sell
10,322
-992
-9% -$15.9K ﹤0.01% 3283
2025
Q1 		$193K Buy
11,314
+80
+0.7% +$1.49K ﹤0.01% 3083
2024
Q4 		$212K Sell
11,234
-2,823
-20% -$54.2K ﹤0.01% 2932
2024
Q3 		$287K Buy
14,057
+2,311
+20% +$47.1K ﹤0.01% 2550
2024
Q2 		$228K Buy
11,746
+352
+3% +$6.7K ﹤0.01% 2588
2024
Q1 		$225K Sell
11,394
-1,429
-11% -$27.5K ﹤0.01% 2490
2023
Q4 		$248K Buy
12,823
+10,443
+439% +$184K ﹤0.01% 2244
2023
Q3 		$50.6K Sell
2,380
-728
-23% -$17.9K ﹤0.01% 2479
2023
Q2 		$82.8K Sell
3,108
-594
-16% -$15.1K ﹤0.01% 2380
2023
Q1 		$97.2K Sell
3,702
-469
-11% -$13.3K ﹤0.01% 2267
2022
Q4 		$117K Buy
+4,171
New +$114K ﹤0.01% 2122
2019
Q3 		– Sell
-3,506
Closed -$327K – 1993
2019
Q2 		$327K Buy
3,506
+92
+3% +$8.65K ﹤0.01% 1316
2019
Q1 		$333K Buy
3,414
+225
+7% +$23K ﹤0.01% 1276
2018
Q4 		$327K Sell
3,189
-694
-18% -$74.9K ﹤0.01% 1185
2018
Q3 		$436K Sell
3,883
-5,110
-57% -$597K ﹤0.01% 1165
2018
Q2 		$1.03M Sell
8,993
-6,379
-41% -$733K ﹤0.01% 734
2018
Q1 		$1.79M Sell
15,372
-23,106
-60% -$2.7M 0.01% 495
2017
Q4 		$4.95M Buy
38,478
+23,803
+162% +$3.06M 0.02% 250
2017
Q3 		$1.97M Sell
14,675
-6,097
-29% -$791K 0.01% 465
2017
Q2 		$2.6M Sell
20,772
-2,421
-10% -$305K 0.01% 361
2017
Q1 		$2.63M Sell
23,193
-220
-0.9% -$24.1K 0.01% 347
2016
Q4 		$2.54M Buy
23,413
+252
+1% +$28K 0.02% 336
2016
Q3 		$2.61M Sell
23,161
-48
-0.2% -$5.23K 0.02% 324
2016
Q2 		$2.32M Buy
23,209
+709
+3% +$71.9K 0.02% 305
2016
Q1 		$2.42M Buy
22,500
+4,321
+24% +$429K 0.02% 279
2015
Q4 		$1.98M Buy
18,179
+622
+4% +$65.3K 0.02% 312
2015
Q3 		$1.76M Buy
+17,557
New +$1.9M 0.02% 320
2015
Q2 		– Sell
-17,497
Closed -$2.22M – 1211
2015
Q1 		$2.22M Buy
17,497
+1,117
+7% +$146K 0.02% 259
2014
Q4 		$2.41M Sell
16,380
-666
-4% -$104K 0.03% 235
2014
Q3 		$2.63M Buy
17,046
+406
+2% +$68.3K 0.03% 198
2014
Q2 		$2.88M Sell
16,640
-507
-3% -$86.3K 0.04% 177
2014
Q1 		$2.83M Buy
17,147
+3,381
+25% +$567K 0.04% 153
2013
Q4 		$2.21M Buy
13,766
+13,178
+2,241% +$2.12M 0.04% 172
2013
Q3 		$99K Buy
588
+134
+30% +$23K ﹤0.01% 1123
2013
Q2 		$86K Buy
+454
New +$104K ﹤0.01% 1065

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's ARR Position: Q1 2026 in Review

Creative Planning increased its Armour Residential REIT (ARR) stake by 14% in Q1 2026, buying an estimated $52.8K and bringing the position to 24,455 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Creative Planning first reported a position in ARR in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.95M in Q4 2017. 224 funds tracked by Wall St. Rank hold ARR as of Q1 2026.

  • Creative Planning held 24,455 shares of Armour Residential REIT worth $408K as of Q1 2026.
  • Creative Planning bought 2,987 Armour Residential REIT shares in Q1 2026, an estimated $52.8K.
  • Armour Residential REIT made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3176 holding.
  • Creative Planning first reported a position in Armour Residential REIT in Q2 2013 and has held it in 38 quarters since.
  • Creative Planning's Armour Residential REIT position peaked at $4.95M in Q4 2017.
  • 224 funds tracked by Wall St. Rank held Armour Residential REIT as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.