The Real Brokerage shares owned by Creative Planning
Quarter-by-quarter ownership of The Real Brokerage (REAX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in The Real Brokerage
Tip: Access up to 7 years of quarterly data
All positions including The Real Brokerage held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in The Real Brokerage by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $980k | 234k | 4.18 |
| 2025-06-30 | $616k | 137k | 4.51 |
| 2025-03-31 | $639k | 158k | 4.06 |
| 2024-12-31 | $530k | 115k | 4.60 |
| 2024-09-30 | $519k | 94k | 5.55 |
| 2024-06-30 | $180k | 44k | 4.06 |
| 2024-03-31 | $64k | 20k | 3.12 |
| 2023-09-30 | $47k | 33k | 1.45 |
| 2023-06-30 | $62k | 33k | 1.91 |
| 2023-03-31 | $39k | 33k | 1.21 |
| 2022-12-31 | $34k | 33k | 1.05 |
| 2022-09-30 | $48k | 33k | 1.44 |
| 2022-06-30 | $53k | 35k | 1.51 |
| 2022-03-31 | $142k | 63k | 2.27 |
| 2021-12-31 | $214k | 58k | 3.69 |
| 2021-09-30 | $94k | 51k | 1.86 |
| 2021-06-30 | $120k | 13k | 9.04 |