Creative Planning
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Creative Planning’s Newmark Group NMRK Stock Holding History

Creative Planning’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08M Buy
205,236
+111,698
+119% +$1.76M ﹤0.01% 1559
2025
Q4 		$1.62M Buy
93,538
+16,151
+21% +$283K ﹤0.01% 1888
2025
Q3 		$1.44M Buy
77,387
+20,307
+36% +$330K ﹤0.01% 1800
2025
Q2 		$694K Sell
57,080
-7,282
-11% -$81.5K ﹤0.01% 2166
2025
Q1 		$783K Buy
64,362
+18,563
+41% +$248K ﹤0.01% 1914
2024
Q4 		$587K Buy
45,799
+491
+1% +$7.25K ﹤0.01% 2079
2024
Q3 		$704K Buy
45,308
+5,915
+15% +$76.8K ﹤0.01% 1808
2024
Q2 		$403K Buy
39,393
+1,131
+3% +$11.5K ﹤0.01% 2121
2024
Q1 		$424K Buy
38,262
+767
+2% +$8.02K ﹤0.01% 1976
2023
Q4 		$411K Buy
37,495
+1,629
+5% +$12.3K ﹤0.01% 1843
2023
Q3 		$231K Buy
35,866
+623
+2% +$4.32K ﹤0.01% 2130
2023
Q2 		$219K Buy
35,243
+8,836
+33% +$54.4K ﹤0.01% 2146
2023
Q1 		$187K Buy
26,407
+8,475
+47% +$67.9K ﹤0.01% 2154
2022
Q4 		$143K Buy
17,932
+4,378
+32% +$36.5K ﹤0.01% 2095
2022
Q3 		$109K Buy
13,554
+116
+0.9% +$1.2K ﹤0.01% 2015
2022
Q2 		$130K Sell
13,438
-2,935
-18% -$34K ﹤0.01% 1943
2022
Q1 		$261K Buy
16,373
+1,577
+11% +$25.7K ﹤0.01% 1724
2021
Q4 		$277K Buy
14,796
+2,046
+16% +$32.6K ﹤0.01% 1675
2021
Q3 		$182K Buy
12,750
+30
+0.2% +$387 ﹤0.01% 1877
2021
Q2 		$153K Sell
12,720
-100
-0.8% -$1.2K ﹤0.01% 1832
2021
Q1 		$128K Hold
12,820
– – ﹤0.01% 2197
2020
Q4 		$93K Sell
12,820
-1,855
-13% -$11.5K ﹤0.01% 2037
2020
Q3 		$63K Hold
14,675
– – ﹤0.01% 1884
2020
Q2 		$71K Buy
14,675
+4,407
+43% +$18.5K ﹤0.01% 1720
2020
Q1 		$44K Buy
+10,268
New +$101K ﹤0.01% 1650
2019
Q3 		– Sell
-13,603
Closed -$122K – 2068
2019
Q2 		$122K Sell
13,603
-3,380
-20% -$28.5K ﹤0.01% 1723
2019
Q1 		$142K Buy
16,983
+6,005
+55% +$57K ﹤0.01% 1647
2018
Q4 		$88K Buy
+10,978
New +$104K ﹤0.01% 1646

Other funds holding NMRK

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Creative Planning's NMRK Position: Q1 2026 in Review

Creative Planning increased its Newmark Group (NMRK) stake by 119% in Q1 2026, buying an estimated $1.76M and bringing the position to 205,236 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Creative Planning first reported a position in NMRK in Q4 2018 and has held it in 28 quarters since. 307 funds tracked by Wall St. Rank hold NMRK as of Q1 2026.

  • Creative Planning held 205,236 shares of Newmark Group worth $3.08M as of Q1 2026.
  • Creative Planning bought 111,698 Newmark Group shares in Q1 2026, an estimated $1.76M.
  • Newmark Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1559 holding.
  • Creative Planning first reported a position in Newmark Group in Q4 2018 and has held it in 28 quarters since.
  • 307 funds tracked by Wall St. Rank held Newmark Group as of Q1 2026.

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