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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DLR holding history

Digital Realty Trust, 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.

DLR overviewAll 13F holders of DLRFull Q2 2026 holdings

Shares (Q2 2026)
250,046
Value
$44.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DLR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250,046$44.9M<0.1%+2,532+1.0%AddedHolders
Q1 2026247,514$44.6M<0.1%+22,828+10.2%AddedHolders
Q4 2025224,686$34.8M<0.1%−1,764−0.8%ReducedHolders
Q3 2025226,450$39.1M<0.1%+60,579+36.5%AddedHolders
Q2 2025165,871$28.9M<0.1%+8,390+5.3%AddedHolders
Q1 2025157,481$22.6M<0.1%+933+0.6%AddedHolders
Q4 2024156,548$27.8M<0.1%−9,208−5.6%ReducedHolders
Q3 2024165,756$26.8M<0.1%+1,130+0.7%AddedHolders
Q2 2024164,626$25.0M<0.1%+3,706+2.3%AddedHolders
Q1 2024160,920$23.2M<0.1%+4,330+2.8%AddedHolders
Q4 2023156,590$21.1M<0.1%−100,434−39.1%ReducedHolders
Q3 2023257,024$31.1M<0.1%+232,668+955.3%AddedHolders
Q2 202324,356$2.77M<0.1%+2,075+9.3%AddedHolders
Q1 202322,281$2.19M<0.1%−2,013−8.3%ReducedHolders
Q4 202224,294$2.44M<0.1%+5,680+30.5%AddedHolders
Q3 202218,614$1.85M<0.1%+2,192+13.3%AddedHolders
Q2 202216,422$2.13M<0.1%+1,855+12.7%AddedHolders
Q1 202214,567$2.07M<0.1%−467−3.1%ReducedHolders
Q4 202115,034$2.66M<0.1%−217−1.4%ReducedHolders
Q3 202115,251$2.20M<0.1%+1,136+8.0%AddedHolders
Q2 202114,115$2.12M<0.1%−2,980−17.4%ReducedHolders
Q1 202117,095$2.41M<0.1%––Holders

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