13F

Position

Creative Planning in Realty Income Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $1.87M$56.37$61.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025388.1K$21.9M0.0%
Q1 2026520.8K$31.9M$61.18$1.87M$8.12M0.0%