CREATIVE FINANCIAL DESIGNS INC /ADV

Position in WPC — W. P. Carey Inc.

CIK 819864 KOKOMO, IN

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$70,928

-$261,120 QoQ

Shares Held

992

-81.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#733

of 890 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $145,066 across 3 REIT - Diversified names. WPC ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	992	$70,928
2	GNL	Global Net Lease, Inc.	7,501	$67,058
3	AHRT	AH Realty Trust, Inc.	1,000	$7,080

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,928	992	-81.4%	Shares	Sole	2026-07-28
2025-06-30	$332,048	5,323	+0.7%	Shares	Sole	2025-08-04
2025-03-31	$333,725	5,288	+26.1%	Shares	Sole	2025-04-23
2024-12-31	$228,380	4,192	+77.3%	Shares	Sole	2025-02-10
2024-09-30	$147,339	2,365	-6.2%	Shares	Sole	2024-10-28
2024-06-30	$138,836	2,522	+3.2%	Shares	Sole	2024-08-06
2024-03-31	$137,882	2,443	+15.6%	Shares	Sole	2024-05-01
2023-12-31	$136,943	2,113	-14.8%	Shares	Sole	2024-01-10
2023-09-30	$134,064	2,479	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$166,602	2,466	-1.2%	Shares	Sole	2023-07-26
2023-03-31	$193,237	2,495	-17.4%	Shares	Sole	2023-04-25
2022-12-31	$236,091	3,021	+0.4%	Shares	Sole	2023-02-01
2022-09-30	$210,097	3,010	+0.6%	Shares	Sole	2022-11-01
2022-06-30	$247,834	2,991	-1.3%	Shares	Sole	2022-08-01
2022-03-31	$245,026	3,031	-21.4%	Shares	Sole	2022-04-15
2021-12-31	$316,548	3,858	+2.1%	Shares	Sole	2022-01-26
2021-09-30	$276,091	3,780	+4.4%	Shares	Sole	2021-10-08
2021-06-30	$270,049	3,619	+2.3%	Shares	Sole	2021-07-27
2021-03-31	$250,278	3,537	+6.1%	Shares	Sole	2021-04-19
2020-12-31	$235,384	3,335	+4.0%	Shares	Sole	2021-01-08
2020-09-30	$208,968	3,207	+53.4%	Shares	Sole	2020-10-06
2020-06-30	$141,456	2,091	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.