Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,153,498
+$2,725,476 QoQ
Shares Held
169,979
+22.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#117
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Creative Planning holds $51,560,507 across 10 REIT - Diversified names. WPC ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,016,173 | $26,979,393 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
169,979 | $12,153,498 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,732 | $8,820,550 | |
| 4 | AAT |
American Assets Trust, Inc.
|
36,617 | $904,072 | |
| 5 | OLP |
One Liberty Properties Inc
|
29,263 | $714,602 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
21,710 | $466,981 | |
| 7 | GNL |
Global Net Lease, Inc.
|
50,636 | $452,685 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
36,397 | $447,682 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,153,498 | 169,979 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,428,022 | 138,729 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,923,642 | 138,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,456,348 | 110,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,462,303 | 87,565 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,281,612 | 83,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,690,093 | 67,733 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,031,370 | 64,709 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,550,831 | 64,502 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,832,332 | 67,901 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,505,072 | 69,512 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,513,740 | 64,973 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,520,843 | 66,916 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,379,134 | 69,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,468,624 | 69,976 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,694,535 | 67,257 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,916,127 | 47,262 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,204,983 | 39,646 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,144,074 | 38,319 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,831,833 | 38,771 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,970,024 | 39,802 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,856,510 | 40,369 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,835,621 | 40,176 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,650,839 | 40,682 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,560,756 | 37,853 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,967,517 | 33,876 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||