Creative Planning
REAX icon

Creative Planning’s Real Brokerage REAX Stock Holding History

Creative Planning’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$923K Buy
369,081
+253,440
+219% +$767K ﹤0.01% 2529
2025
Q4 		$422K Sell
115,641
-118,755
-51% -$459K ﹤0.01% 2982
2025
Q3 		$980K Buy
234,396
+97,771
+72% +$441K ﹤0.01% 2132
2025
Q2 		$616K Sell
136,625
-20,867
-13% -$89.8K ﹤0.01% 2274
2025
Q1 		$639K Buy
157,492
+42,265
+37% +$201K ﹤0.01% 2074
2024
Q4 		$530K Buy
115,227
+21,760
+23% +$114K ﹤0.01% 2164
2024
Q3 		$519K Buy
93,467
+49,176
+111% +$280K ﹤0.01% 2074
2024
Q2 		$180K Buy
44,291
+23,923
+117% +$100K ﹤0.01% 2706
2024
Q1 		$63.5K Buy
+20,368
New +$55.9K ﹤0.01% 2763
2023
Q4 		– Sell
-32,500
Closed -$47.1K – 3024
2023
Q3 		$47.1K Hold
32,500
– – ﹤0.01% 2489
2023
Q2 		$62.1K Hold
32,500
– – ﹤0.01% 2418
2023
Q1 		$39.3K Hold
32,500
– – ﹤0.01% 2372
2022
Q4 		$34.1K Sell
32,500
-873
-3% -$1.18K ﹤0.01% 2274
2022
Q3 		$48K Sell
33,373
-1,642
-5% -$2.75K ﹤0.01% 2121
2022
Q2 		$53K Sell
35,015
-27,504
-44% -$46.6K ﹤0.01% 2045
2022
Q1 		$142K Buy
62,519
+4,510
+8% +$11.6K ﹤0.01% 1942
2021
Q4 		$214K Buy
58,009
+7,441
+15% +$21.2K ﹤0.01% 1832
2021
Q3 		$94K Sell
50,568
-2,532
-5% -$4.92K ﹤0.01% 1950
2021
Q2 		$120K Buy
+53,100
New +$124K ﹤0.01% 1856

Other funds holding REAX

MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Creative Planning's REAX Position: Q1 2026 in Review

Creative Planning increased its Real Brokerage (REAX) stake by 219% in Q1 2026, buying an estimated $767K and bringing the position to 369,081 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Creative Planning first reported a position in REAX in Q2 2021 and has held it in 19 quarters since. The position peaked at $980K in Q3 2025. 159 funds tracked by Wall St. Rank hold REAX as of Q1 2026.

  • Creative Planning held 369,081 shares of Real Brokerage worth $923K as of Q1 2026.
  • Creative Planning bought 253,440 Real Brokerage shares in Q1 2026, an estimated $767K.
  • Real Brokerage made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2529 holding.
  • Creative Planning first reported a position in Real Brokerage in Q2 2021 and has held it in 19 quarters since.
  • Creative Planning's Real Brokerage position peaked at $980K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2026.

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