Position in WPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,428,022
+$504,380 QoQ
Shares Held
138,729
+0.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.46926021235646476.ToString("F0")%
Shared 0.ToString("F0")%
None 99.53073978764354.ToString("F0")%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Creative Planning holds $40,374,988 across 11 REIT - Diversified names. WPC ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
745,328 | $20,362,360 | |
| 2 | WPC |
W. P. Carey Inc.
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|
138,729 | $9,428,022 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
426,017 | $7,783,330 | |
| 4 | OLP |
One Liberty Properties Inc
|
28,307 | $607,468 | |
| 5 | AAT |
American Assets Trust, Inc.
|
27,159 | $499,997 | |
| 6 | GNL |
Global Net Lease, Inc.
|
51,101 | $478,305 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
36,860 | $421,309 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
18,981 | $350,958 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,441,469 | 64,973 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,427,857 | 66,916 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,268,496 | 69,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,356,144 | 69,976 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,597,977 | 67,257 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,835,580 | 47,262 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,139,063 | 39,646 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,079,406 | 38,319 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,773,588 | 38,771 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,908,936 | 39,802 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,797,757 | 40,369 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,777,298 | 40,176 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,596,317 | 40,682 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,508,086 | 37,853 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,927,049 | 33,876 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||