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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
123,826
Value
$27.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123,826$27.7M<0.1%+2,177+1.8%AddedHolders
Q1 2026121,649$22.7M<0.1%−4,921−3.9%ReducedHolders
Q4 2025126,570$23.4M<0.1%+3,278+2.7%AddedHolders
Q3 2025123,292$23.1M<0.1%+25,642+26.3%AddedHolders
Q2 202597,650$15.7M<0.1%+10,058+11.5%AddedHolders
Q1 202587,592$14.5M<0.1%+2,019+2.4%AddedHolders
Q4 202485,573$14.7M<0.1%+5,895+7.4%AddedHolders
Q3 202479,678$13.5M<0.1%+3,696+4.9%AddedHolders
Q2 202475,982$11.5M<0.1%+1,854+2.5%AddedHolders
Q1 202474,128$11.6M<0.1%+2,659+3.7%AddedHolders
Q4 202371,469$10.2M<0.1%−348−0.5%ReducedHolders
Q3 202371,817$7.76M<0.1%+282+0.4%AddedHolders
Q2 202371,535$8.26M<0.1%+1,945+2.8%AddedHolders
Q1 202369,590$7.79M<0.1%−370−0.5%ReducedHolders
Q4 202269,960$8.22M<0.1%−178−0.3%ReducedHolders
Q3 202270,138$6.29M<0.1%−88,868−55.9%ReducedHolders
Q2 2022159,006$15.1M<0.1%+6,007+3.9%AddedHolders
Q1 2022152,999$20.1M<0.1%+83,244+119.3%AddedHolders
Q4 202169,755$11.1M<0.1%−772−1.1%ReducedHolders
Q3 202170,527$9.17M<0.1%+2,818+4.2%AddedHolders
Q2 202167,709$8.84M<0.1%−41,094−37.8%ReducedHolders
Q1 2021108,803$12.4M<0.1%––Holders

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