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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CPT holding history

Camden Property Trust 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.

CPT overviewAll 13F holders of CPTFull Q2 2026 holdings

Shares (Q2 2026)
34,760
Value
$3.98M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CPT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,760$3.98M<0.1%−6,873−16.5%ReducedHolders
Q1 202641,633$4.07M<0.1%−41,481−49.9%ReducedHolders
Q4 202583,114$9.15M<0.1%+57,618+226.0%AddedHolders
Q3 202525,496$2.72M<0.1%+14,923+141.1%AddedHolders
Q2 202510,573$1.19M<0.1%+1,654+18.5%AddedHolders
Q1 20258,919$1.09M<0.1%−660−6.9%ReducedHolders
Q4 20249,579$1.11M<0.1%+567+6.3%AddedHolders
Q3 20249,012$1.11M<0.1%+453+5.3%AddedHolders
Q2 20248,559$933.8K<0.1%−184−2.1%ReducedHolders
Q1 20248,743$860.3K<0.1%+2,444+38.8%AddedHolders
Q4 20236,299$625.5K<0.1%+1,234+24.4%AddedHolders
Q3 20235,065$479.0K<0.1%−1,490−22.7%ReducedHolders
Q2 20236,555$713.7K<0.1%+1,502+29.7%AddedHolders
Q1 20235,053$529.8K<0.1%+436+9.4%AddedHolders
Q4 20224,617$516.5K<0.1%−28−0.6%ReducedHolders
Q3 20224,645$555.0K<0.1%+895+23.9%AddedHolders
Q2 20223,750$504.0K<0.1%+496+15.2%AddedHolders
Q1 20223,254$541.0K<0.1%+371+12.9%AddedHolders
Q4 20212,883$515.0K<0.1%+3+0.1%AddedHolders
Q3 20212,880$425.0K<0.1%+591+25.8%AddedHolders
Q2 20212,289$304.0K<0.1%−115−4.8%ReducedHolders
Q1 20212,404$264.0K<0.1%––Holders

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