Creative Planning
OLP

Creative Planning’s One Liberty Properties OLP Stock Holding History

Creative Planning’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$715K Buy
29,263
+956
+3% +$22.3K ﹤0.01% 2907
2026
Q1 		$607K Buy
28,307
+7,178
+34% +$159K ﹤0.01% 2876
2025
Q4 		$429K Buy
21,129
+9,420
+80% +$195K ﹤0.01% 2969
2025
Q3 		$259K Buy
11,709
+3,203
+38% +$74K ﹤0.01% 3265
2025
Q2 		$203K Sell
8,506
-1,958
-19% -$47.8K ﹤0.01% 3206
2025
Q1 		$275K Sell
10,464
-353
-3% -$9.22K ﹤0.01% 2834
2024
Q4 		$295K Buy
10,817
+923
+9% +$25.8K ﹤0.01% 2680
2024
Q3 		$272K Buy
9,894
+411
+4% +$10.7K ﹤0.01% 2600
2024
Q2 		$223K Sell
9,483
-239
-2% -$5.53K ﹤0.01% 2598
2024
Q1 		$220K Buy
9,722
+234
+2% +$4.98K ﹤0.01% 2505
2023
Q4 		$208K Buy
+9,488
New +$189K ﹤0.01% 2398
2017
Q3 		– Sell
-900
Closed -$21K – 3129
2017
Q2 		$21K Buy
900
+500
+125% +$11.8K ﹤0.01% 3161
2017
Q1 		$9K Sell
400
-113
-22% -$2.68K ﹤0.01% 3656
2016
Q4 		$13K Buy
513
+113
+28% +$2.73K ﹤0.01% 3369
2016
Q3 		$10K Sell
400
-300
-43% -$7.37K ﹤0.01% 3524
2016
Q2 		$17K Buy
700
+300
+75% +$6.92K ﹤0.01% 2913
2016
Q1 		$9K Sell
400
-282
-41% -$5.92K ﹤0.01% 3292
2015
Q4 		$15K Sell
682
-314
-32% -$7.11K ﹤0.01% 3042
2015
Q3 		$21K Buy
+996
New +$22K ﹤0.01% 2693
2015
Q2 		– Sell
-996
Closed -$24K – 2396
2015
Q1 		$24K Hold
996
– – ﹤0.01% 2587
2014
Q4 		$24K Hold
996
– – ﹤0.01% 2528
2014
Q3 		$20K Sell
996
-236
-19% -$5.01K ﹤0.01% 2543
2014
Q2 		$26K Buy
1,232
+236
+24% +$5.14K ﹤0.01% 2332
2014
Q1 		$21K Hold
996
– – ﹤0.01% 2340
2013
Q4 		$20K Hold
996
– – ﹤0.01% 2190
2013
Q3 		$20K Hold
996
– – ﹤0.01% 2105
2013
Q2 		$22K Buy
+996
New +$23.4K ﹤0.01% 1874

Other funds holding OLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's OLP Position: Q2 2026 in Review

Creative Planning increased its One Liberty Properties (OLP) stake by 3.4% in Q2 2026, buying an estimated $22.3K and bringing the position to 29,263 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Creative Planning first reported a position in OLP in Q2 2013 and has held it in 27 quarters since. 136 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

  • Creative Planning held 29,263 shares of One Liberty Properties worth $715K as of Q2 2026.
  • Creative Planning bought 956 One Liberty Properties shares in Q2 2026, an estimated $22.3K.
  • One Liberty Properties made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2907 holding.
  • Creative Planning first reported a position in One Liberty Properties in Q2 2013 and has held it in 27 quarters since.
  • 136 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.