Clear Creek Financial Management’s W.P. Carey WPC Stock Holding History

Clear Creek Financial Management’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Buy	3,762 +15	+0.4%	+$1.05K	0.02%	530
2025 Q4	$241K	Hold	3,747	–	–	0.02%	525
2025 Q3	$253K	Hold	3,747	–	–	0.02%	506
2025 Q2	$234K	Hold	3,747	–	–	0.02%	490
2025 Q1	$236K	Sell	3,747 -4,900	-57%	-$290K	0.02%	454
2024 Q4	$471K	Sell	8,647 -258	-3%	-$14.7K	0.05%	301
2024 Q3	$555K	Hold	8,905	–	–	0.06%	249
2024 Q2	$490K	Hold	8,905	–	–	0.06%	257
2024 Q1	$503K	Hold	8,905	–	–	0.06%	246
2023 Q4	$577K	Sell	8,905 -1,971	-18%	-$114K	0.09%	175
2023 Q3	$576K	Buy	10,876 +3	+0%	+$192	0.1%	153
2023 Q2	$719K	Buy	10,873 +4	+0%	+$278	0.12%	138
2023 Q1	$824K	Sell	10,869 -914	-8%	-$72.8K	0.16%	116
2022 Q4	$902K	Buy	+11,783	New	+$885K	0.2%	102

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Creek Financial Management's WPC Position: Q1 2026 in Review

Clear Creek Financial Management increased its W.P. Carey (WPC) stake by 0.4% in Q1 2026, buying an estimated $1.05K and bringing the position to 3,762 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #530.

Clear Creek Financial Management first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $902K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Clear Creek Financial Management held 3,762 shares of W.P. Carey worth $256K as of Q1 2026.
Clear Creek Financial Management bought 15 W.P. Carey shares in Q1 2026, an estimated $1.05K.
W.P. Carey made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #530 holding.
Clear Creek Financial Management first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
Clear Creek Financial Management's W.P. Carey position peaked at $902K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.