Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$333,690
+$78,025 QoQ
Shares Held
4,667
+24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#561
of 891 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Clear Creek Financial Management, LLC holds $333,690 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
4,667 | $333,690 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,690 | 4,667 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $255,665 | 3,762 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $241,156 | 3,747 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $253,184 | 3,747 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $233,737 | 3,747 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $236,473 | 3,747 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $471,088 | 8,647 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $554,781 | 8,905 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $490,220 | 8,905 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $502,598 | 8,905 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $577,133 | 8,905 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $576,060 | 10,652 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $719,446 | 10,649 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $824,455 | 10,645 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $901,929 | 11,541 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||