Creative Financial Designs’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $70.9K | Buy |
+992
| New | +$72.7K | ﹤0.01% | 898 |
|
|
2025
Q3 | – | Sell |
-5,323
| Closed | -$332K | – | 2131 |
|
|
2025
Q2 | $332K | Buy |
5,323
+35
| +0.7% | +$2.15K | 0.02% | 380 |
|
|
2025
Q1 | $334K | Buy |
5,288
+1,096
| +26% | +$64.9K | 0.03% | 345 |
|
|
2024
Q4 | $228K | Buy |
4,192
+1,827
| +77% | +$104K | 0.02% | 416 |
|
|
2024
Q3 | $147K | Sell |
2,365
-157
| -6% | -$9.31K | 0.01% | 517 |
|
|
2024
Q2 | $139K | Buy |
2,522
+79
| +3% | +$4.45K | 0.01% | 514 |
|
|
2024
Q1 | $138K | Buy |
2,443
+330
| +16% | +$19.8K | 0.01% | 502 |
|
|
2023
Q4 | $137K | Sell |
2,113
-418
| -17% | -$24.1K | 0.01% | 473 |
|
|
2023
Q3 | $134K | Buy |
2,531
+13
| +0.5% | +$833 | 0.02% | 440 |
|
|
2023
Q2 | $167K | Sell |
2,518
-29
| -1% | -$2.02K | 0.02% | 375 |
|
|
2023
Q1 | $193K | Sell |
2,547
-537
| -17% | -$42.8K | 0.03% | 335 |
|
|
2022
Q4 | $236K | Buy |
3,084
+11
| +0.4% | +$826 | 0.03% | 287 |
|
|
2022
Q3 | $210K | Buy |
3,073
+19
| +0.6% | +$1.55K | 0.03% | 287 |
|
|
2022
Q2 | $248K | Sell |
3,054
-41
| -1% | -$3.31K | 0.04% | 262 |
|
|
2022
Q1 | $245K | Sell |
3,095
-844
| -21% | -$64.7K | 0.04% | 264 |
|
|
2021
Q4 | $317K | Buy |
3,939
+80
| +2% | +$6.12K | 0.05% | 241 |
|
|
2021
Q3 | $276K | Buy |
3,859
+164
| +4% | +$12.5K | 0.05% | 257 |
|
|
2021
Q2 | $270K | Buy |
3,695
+84
| +2% | +$6.15K | 0.05% | 255 |
|
|
2021
Q1 | $250K | Buy |
3,611
+206
| +6% | +$13.8K | 0.05% | 246 |
|
|
2020
Q4 | $235K | Buy |
3,405
+131
| +4% | +$8.75K | 0.05% | 235 |
|
|
2020
Q3 | $209K | Buy |
3,274
+1,139
| +53% | +$76.7K | 0.05% | 233 |
|
|
2020
Q2 | $141K | Buy |
+2,135
| New | +$133K | 0.04% | 239 |
|
|
2019
Q3 | – | Sell |
-88
| Closed | -$7K | – | 665 |
|
|
2019
Q2 | $7K | Buy |
88
+63
| +252% | +$4.99K | ﹤0.01% | 436 |
|
|
2019
Q1 | $2K | Sell |
25
-623
| -96% | -$44.9K | ﹤0.01% | 516 |
|
|
2018
Q4 | $41K | Sell |
648
-794
| -55% | -$51.7K | 0.03% | 210 |
|
|
2018
Q3 | $91K | Buy |
+1,442
| New | +$92.8K | 0.05% | 166 |
|
|
2018
Q2 | – | Sell |
-193
| Closed | -$12K | – | 797 |
|
|
2018
Q1 | $12K | Buy |
193
+64
| +50% | +$3.94K | 0.01% | 408 |
|
|
2017
Q4 | $9K | Hold |
129
| – | – | 0.01% | 428 |
|
|
2017
Q3 | $8K | Hold |
129
| – | – | ﹤0.01% | 445 |
|
|
2017
Q2 | $8K | Hold |
129
| – | – | 0.01% | 454 |
|
|
2017
Q1 | $8K | Hold |
129
| – | – | 0.01% | 434 |
|
|
2016
Q4 | $7K | Buy |
+129
| New | +$7.54K | 0.01% | 442 |
|
Other funds holding WPC
Creative Financial Designs's WPC Position: Q2 2026 in Review
Creative Financial Designs opened a new position in W.P. Carey (WPC) in Q2 2026: 992 shares worth $70.9K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in WPC as recently as Q2 2025.
Creative Financial Designs first reported a position in WPC in Q4 2016 and has held it in 32 quarters since. The position peaked at $334K in Q1 2025. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Creative Financial Designs held 992 shares of W.P. Carey worth $70.9K as of Q2 2026.
- W.P. Carey was a new Creative Financial Designs position in Q2 2026.
- W.P. Carey made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #898 holding.
- Creative Financial Designs first reported a position in W.P. Carey in Q4 2016 and has held it in 32 quarters since.
- Creative Financial Designs's W.P. Carey position peaked at $334K in Q1 2025.
- 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.