Creative Planning
SLG icon

Creative Planning’s SL Green Realty SLG Stock Holding History

Creative Planning’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Buy
+6,537
New +$272K ﹤0.01% 3598
2025
Q4 		– Sell
-6,397
Closed -$383K – 4086
2025
Q3 		$383K Sell
6,397
-401
-6% -$23.7K ﹤0.01% 2955
2025
Q2 		$421K Buy
+6,798
New +$389K ﹤0.01% 2621
2022
Q2 		– Sell
-35
Closed -$3K – 2512
2022
Q1 		$3K Buy
+35
New +$2.75K ﹤0.01% 2284
2017
Q3 		– Sell
-572
Closed -$59K – 3421
2017
Q2 		$59K Sell
572
-64
-10% -$6.52K ﹤0.01% 2392
2017
Q1 		$66K Hold
636
– – ﹤0.01% 2271
2016
Q4 		$66K Buy
636
+223
+54% +$22.6K ﹤0.01% 2171
2016
Q3 		$43K Sell
413
-20
-5% -$2.19K ﹤0.01% 2484
2016
Q2 		$45K Sell
433
-13
-3% -$1.28K ﹤0.01% 2200
2016
Q1 		$42K Hold
446
– – ﹤0.01% 2223
2015
Q4 		$49K Buy
446
+19
+4% +$2.13K ﹤0.01% 2146
2015
Q3 		$45K Buy
+427
New +$45.8K ﹤0.01% 2120
2015
Q2 		– Sell
-74
Closed -$9K – 2702
2015
Q1 		$9K Buy
74
+31
+72% +$3.83K ﹤0.01% 3266
2014
Q4 		$5K Hold
43
– – ﹤0.01% 3509
2014
Q3 		$4K Sell
43
-217
-83% -$22.7K ﹤0.01% 3414
2014
Q2 		$28K Buy
260
+217
+505% +$22.4K ﹤0.01% 2285
2014
Q1 		$4K Hold
43
– – ﹤0.01% 3191
2013
Q4 		$4K Hold
43
– – ﹤0.01% 2926
2013
Q3 		$4K Hold
43
– – ﹤0.01% 2814
2013
Q2 		$4K Buy
+43
New +$3.69K ﹤0.01% 2629

Other funds holding SLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's SLG Position: Q1 2026 in Review

Creative Planning opened a new position in SL Green Realty (SLG) in Q1 2026: 6,537 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #3598 among its holdings. This is a return to the name: Creative Planning previously reported a position in SLG as recently as Q3 2025.

Creative Planning first reported a position in SLG in Q2 2013 and has held it in 20 quarters since. The position peaked at $421K in Q2 2025. 327 funds tracked by Wall St. Rank hold SLG as of Q1 2026.

  • Creative Planning held 6,537 shares of SL Green Realty worth $241K as of Q1 2026.
  • SL Green Realty was a new Creative Planning position in Q1 2026.
  • SL Green Realty made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3598 holding.
  • Creative Planning first reported a position in SL Green Realty in Q2 2013 and has held it in 20 quarters since.
  • Creative Planning's SL Green Realty position peaked at $421K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2026.

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