Creative Planning
RPT

Creative Planning’s Rithm Property Trust RPT Stock Holding History

Creative Planning’s Portfolio RPT Stock Details RPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,731
Closed -$1.09M – 2116
2019
Q4 		$1.09M Hold
12,731
– – ﹤0.01% 748
2019
Q3 		$1.14M Buy
+12,731
New +$1.07M ﹤0.01% 696
2017
Q3 		– Sell
-1,274
Closed -$103K – 3782
2017
Q2 		$103K Hold
1,274
– – ﹤0.01% 1978
2017
Q1 		$96K Buy
1,274
+66
+5% +$5.04K ﹤0.01% 1992
2016
Q4 		$93K Buy
1,208
+518
+75% +$40.7K ﹤0.01% 1923
2016
Q3 		$55K Buy
+690
New +$54.9K ﹤0.01% 2290

Other funds holding RPT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

Creative Planning's RPT Position: Q1 2020 in Review

Creative Planning sold out of Rithm Property Trust (RPT) in Q1 2020, closing a stake of 12,731 shares — an estimated $1.09M sold.

Creative Planning first reported a position in RPT in Q3 2016 and held it in 6 quarters. The position peaked at $1.14M in Q3 2019. 84 funds tracked by Wall St. Rank hold RPT as of Q1 2020.

  • Creative Planning reported no remaining Rithm Property Trust position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 12,731 Rithm Property Trust shares in Q1 2020, an estimated $1.09M.
  • Creative Planning first reported a position in Rithm Property Trust in Q3 2016 and held it in 6 quarters.
  • Creative Planning's Rithm Property Trust position peaked at $1.14M in Q3 2019.
  • 84 funds tracked by Wall St. Rank held Rithm Property Trust as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.