Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$275,918
+$52,942 QoQ
Shares Held
3,859
+17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#594
of 890 holders
Holding Since
Mar 2022
14 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, 2026CreativeOne Wealth, LLC holds $6,127,430 across 2 REIT - Diversified names. WPC ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
220,396 | $5,851,512 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,859 | $275,918 |
All Filings in WPC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,918 | 3,859 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,976 | 3,281 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $208,791 | 3,090 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $228,872 | 3,669 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $222,525 | 3,526 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $231,376 | 4,247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $263,901 | 4,236 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $204,400 | 3,713 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $365,431 | 5,409 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $360,374 | 4,653 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $278,448 | 3,563 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $234,458 | 3,359 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $375,189 | 4,528 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $281,080 | 3,477 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||