Creative Planning

Creative Planning’s Tejon Ranch TRC Stock Holding History

Creative Planning’s Portfolio TRC Stock Details TRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$916K	Sell	48,624 -9,045	-16%	-$156K	﹤0.01%	2536
2025 Q4	$909K	Buy	57,669 +24,875	+76%	+$397K	﹤0.01%	2357
2025 Q3	$524K	Buy	32,794 +5,135	+19%	+$89.5K	﹤0.01%	2672
2025 Q2	$469K	Buy	27,659 +9,557	+53%	+$158K	﹤0.01%	2518
2025 Q1	$287K	Buy	18,102 +7,064	+64%	+$112K	﹤0.01%	2799
2024 Q4	$176K	Buy	+11,038	New	+$178K	﹤0.01%	3012
2015 Q4	–	Sell	-1,030	Closed	-$22K	–	4579
2015 Q3	$22K	Buy	+1,030	New	+$24.2K	﹤0.01%	2659

Other funds holding TRC

TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nitor Capital Management Englewood Cliffs, New Jersey $130M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return