Creative Planning
DOUG icon

Creative Planning’s Douglas Elliman DOUG Stock Holding History

Creative Planning’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4K Buy
14,290
+1,919
+16% +$4.45K ﹤0.01% 4041
2025
Q4 		$29.3K Buy
12,371
+2,284
+23% +$5.87K ﹤0.01% 3834
2025
Q3 		$28.8K Buy
10,087
+9
+0.1% +$24 ﹤0.01% 3795
2025
Q2 		$23.4K Sell
10,078
-1
-0% -$2 ﹤0.01% 3588
2025
Q1 		$17.3K Sell
10,079
-5,000
-33% -$9.05K ﹤0.01% 3411
2024
Q4 		$25.2K Buy
15,079
+2,628
+21% +$5.05K ﹤0.01% 3318
2024
Q3 		$22.8K Buy
12,451
+427
+4% +$732 ﹤0.01% 3144
2024
Q2 		$13.9K Hold
12,024
– – ﹤0.01% 3003
2024
Q1 		$19K Sell
12,024
-568
-5% -$1.16K ﹤0.01% 2838
2023
Q4 		$37.1K Sell
12,592
-322
-2% -$675 ﹤0.01% 2665
2023
Q3 		$29.2K Sell
12,914
-637
-5% -$1.46K ﹤0.01% 2547
2023
Q2 		$30.1K Sell
13,551
-2,061
-13% -$5.66K ﹤0.01% 2480
2023
Q1 		$46.2K Sell
15,612
-6,325
-29% -$25.2K ﹤0.01% 2353
2022
Q4 		$85K Buy
21,937
+5,612
+34% +$22.4K ﹤0.01% 2168
2022
Q3 		$64K Sell
16,325
-239
-1% -$1.18K ﹤0.01% 2094
2022
Q2 		$76K Sell
16,564
-998
-6% -$5.53K ﹤0.01% 2001
2022
Q1 		$122K Buy
17,562
+67
+0.4% +$508 ﹤0.01% 1970
2021
Q4 		$192K Buy
+17,495
New +$197K ﹤0.01% 1882

Other funds holding DOUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Creative Planning's DOUG Position: Q1 2026 in Review

Creative Planning increased its Douglas Elliman (DOUG) stake by 16% in Q1 2026, buying an estimated $4.45K and bringing the position to 14,290 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

Creative Planning first reported a position in DOUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $192K in Q4 2021. 131 funds tracked by Wall St. Rank hold DOUG as of Q1 2026.

  • Creative Planning held 14,290 shares of Douglas Elliman worth $23.4K as of Q1 2026.
  • Creative Planning bought 1,919 Douglas Elliman shares in Q1 2026, an estimated $4.45K.
  • Douglas Elliman made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4041 holding.
  • Creative Planning first reported a position in Douglas Elliman in Q4 2021 and has held it in 18 quarters since.
  • Creative Planning's Douglas Elliman position peaked at $192K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2026.

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