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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ARE holding history

Alexandria Real Estate Equities, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARE overviewAll 13F holders of AREFull Q2 2026 holdings

Shares (Q2 2026)
144,134
Value
$7.62M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of ARE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026144,134$7.62M<0.1%+25,288+21.3%AddedHolders
Q1 2026118,846$5.52M<0.1%+65,481+122.7%AddedHolders
Q4 202553,365$2.61M<0.1%−67,507−55.8%ReducedHolders
Q3 2025120,872$10.1M<0.1%+30,876+34.3%AddedHolders
Q2 202589,996$6.54M<0.1%+72,985+429.0%AddedHolders
Q1 202517,011$1.57M<0.1%+877+5.4%AddedHolders
Q4 202416,134$1.57M<0.1%+719+4.7%AddedHolders
Q3 202415,415$1.83M<0.1%+1,947+14.5%AddedHolders
Q2 202413,468$1.58M<0.1%−1,707−11.2%ReducedHolders
Q1 202415,175$1.96M<0.1%+5,465+56.3%AddedHolders
Q4 20239,710$1.23M<0.1%+3,640+60.0%AddedHolders
Q3 20236,070$607.7K<0.1%−1,922−24.0%ReducedHolders
Q2 20237,992$907.0K<0.1%+511+6.8%AddedHolders
Q1 20237,481$939.5K<0.1%+179+2.5%AddedHolders
Q4 20227,302$1.06M<0.1%+2,314+46.4%AddedHolders
Q3 20224,988$699.0K<0.1%−796−13.8%ReducedHolders
Q2 20225,784$839.0K<0.1%+5,784NewHolders
Q1 20220$00.0%−1,450−100.0%Sold outHolders
Q4 20211,450$323.0K<0.1%+1,450NewHolders
Q2 20210$00.0%−1,491−100.0%Sold outHolders
Q1 20211,491$245.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.