Creative Planning’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
Q1 | $9.43M | Buy |
138,729
+77
| +0.1% | +$5.4K | 0.01% | 724 |
|
|
2025
Q4 | $8.92M | Buy |
138,652
+28,302
| +26% | +$1.88M | 0.01% | 667 |
|
|
2025
Q3 | $7.46M | Buy |
110,350
+22,785
| +26% | +$1.49M | 0.01% | 689 |
|
|
2025
Q2 | $5.46M | Buy |
87,565
+3,876
| +5% | +$239K | ﹤0.01% | 725 |
|
|
2025
Q1 | $5.28M | Buy |
83,689
+15,956
| +24% | +$944K | 0.01% | 686 |
|
|
2024
Q4 | $3.69M | Buy |
67,733
+3,024
| +5% | +$172K | ﹤0.01% | 801 |
|
|
2024
Q3 | $4.03M | Buy |
64,709
+207
| +0.3% | +$12.3K | ﹤0.01% | 721 |
|
|
2024
Q2 | $3.55M | Sell |
64,502
-3,399
| -5% | -$192K | ﹤0.01% | 749 |
|
|
2024
Q1 | $3.83M | Sell |
67,901
-1,611
| -2% | -$96.4K | ﹤0.01% | 701 |
|
|
2023
Q4 | $4.51M | Buy |
69,512
+3,175
| +5% | +$183K | 0.01% | 591 |
|
|
2023
Q3 | $3.51M | Sell |
66,337
-1,984
| -3% | -$127K | ﹤0.01% | 636 |
|
|
2023
Q2 | $4.52M | Sell |
68,321
-2,591
| -4% | -$180K | 0.01% | 549 |
|
|
2023
Q1 | $5.38M | Sell |
70,912
-533
| -0.7% | -$42.5K | 0.01% | 487 |
|
|
2022
Q4 | $5.47M | Buy |
71,445
+2,776
| +4% | +$209K | 0.01% | 465 |
|
|
2022
Q3 | $4.7M | Buy |
68,669
+20,414
| +42% | +$1.67M | 0.01% | 457 |
|
|
2022
Q2 | $3.92M | Buy |
48,255
+7,776
| +19% | +$627K | 0.01% | 520 |
|
|
2022
Q1 | $3.21M | Buy |
40,479
+1,355
| +3% | +$104K | 0.01% | 573 |
|
|
2021
Q4 | $3.14M | Sell |
39,124
-461
| -1% | -$35.3K | 0.01% | 552 |
|
|
2021
Q3 | $2.83M | Sell |
39,585
-1,053
| -3% | -$80.2K | 0.01% | 572 |
|
|
2021
Q2 | $2.97M | Sell |
40,638
-579
| -1% | -$42.4K | 0.01% | 546 |
|
|
2021
Q1 | $2.86M | Buy |
41,217
+197
| +0.5% | +$13.2K | 0.01% | 582 |
|
|
2020
Q4 | $2.84M | Sell |
41,020
-516
| -1% | -$34.5K | 0.01% | 538 |
|
|
2020
Q3 | $2.65M | Buy |
41,536
+2,888
| +7% | +$195K | 0.01% | 470 |
|
|
2020
Q2 | $2.56M | Buy |
38,648
+4,061
| +12% | +$252K | 0.01% | 422 |
|
|
2020
Q1 | $1.97M | Buy |
34,587
+2,893
| +9% | +$219K | 0.01% | 442 |
|
|
2019
Q4 | $2.48M | Sell |
31,694
-9,184
| -22% | -$770K | 0.01% | 446 |
|
|
2019
Q3 | $3.58M | Buy |
40,878
+2,868
| +8% | +$244K | 0.01% | 354 |
|
|
2019
Q2 | $3.02M | Sell |
38,010
-1,965
| -5% | -$156K | 0.01% | 383 |
|
|
2019
Q1 | $3.07M | Sell |
39,975
-4,593
| -10% | -$331K | 0.01% | 364 |
|
|
2018
Q4 | $2.85M | Buy |
44,568
+16,522
| +59% | +$1.08M | 0.01% | 353 |
|
|
2018
Q3 | $1.77M | Buy |
28,046
+372
| +1% | +$23.9K | 0.01% | 518 |
|
|
2018
Q2 | $1.8M | Buy |
27,674
+5,584
| +25% | +$354K | 0.01% | 494 |
|
|
2018
Q1 | $1.34M | Buy |
22,090
+492
| +2% | +$30.3K | 0.01% | 586 |
|
|
2017
Q4 | $1.46M | Buy |
21,598
+36
| +0.2% | +$2.46K | 0.01% | 552 |
|
|
2017
Q3 | $1.42M | Sell |
21,562
-1,767
| -8% | -$118K | 0.01% | 569 |
|
|
2017
Q2 | $1.51M | Sell |
23,329
-1,396
| -6% | -$88.3K | 0.01% | 529 |
|
|
2017
Q1 | $1.51M | Buy |
24,725
+103
| +0.4% | +$6.25K | 0.01% | 525 |
|
|
2016
Q4 | $1.43M | Sell |
24,622
-83
| -0.3% | -$4.85K | 0.01% | 500 |
|
|
2016
Q3 | $1.56M | Buy |
24,705
+8,132
| +49% | +$543K | 0.01% | 449 |
|
|
2016
Q2 | $1.13M | Sell |
16,573
-3,273
| -16% | -$206K | 0.01% | 488 |
|
|
2016
Q1 | $1.21M | Buy |
19,846
+4,398
| +28% | +$250K | 0.01% | 447 |
|
|
2015
Q4 | $893K | Sell |
15,448
-3,070
| -17% | -$184K | 0.01% | 537 |
|
|
2015
Q3 | $1.05M | Buy |
18,518
+5,369
| +41% | +$313K | 0.01% | 459 |
|
|
2015
Q2 | $759K | Buy |
13,149
+2,771
| +27% | +$173K | 0.01% | 555 |
|
|
2015
Q1 | $691K | Sell |
10,378
-1,016
| -9% | -$69.8K | 0.01% | 606 |
|
|
2014
Q4 | $782K | Buy |
11,394
+1,503
| +15% | +$99.3K | 0.01% | 532 |
|
|
2014
Q3 | $618K | Buy |
9,891
+4,159
| +73% | +$272K | 0.01% | 571 |
|
|
2014
Q2 | $362K | Buy |
5,732
+891
| +18% | +$54.3K | ﹤0.01% | 770 |
|
|
2014
Q1 | $285K | Buy |
4,841
+1,319
| +37% | +$79.7K | ﹤0.01% | 840 |
|
|
2013
Q4 | $212K | Buy |
3,522
+1,777
| +102% | +$112K | ﹤0.01% | 841 |
|
|
2013
Q3 | $111K | Sell |
1,745
-1,812
| -51% | -$119K | ﹤0.01% | 1056 |
|
|
2013
Q2 | $231K | Buy |
+3,557
| New | +$242K | 0.01% | 636 |
|
Other funds holding WPC
VPM
VCM
Creative Planning's WPC Position: Q1 2026 in Review
Creative Planning increased its W.P. Carey (WPC) stake by 0.06% in Q1 2026, buying an estimated $5.4K and bringing the position to 138,729 shares worth $9.43M. The position accounts for 0.01% of the portfolio, ranked #724.
Creative Planning first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Creative Planning held 138,729 shares of W.P. Carey worth $9.43M as of Q1 2026.
- Creative Planning bought 77 W.P. Carey shares in Q1 2026, an estimated $5.4K.
- W.P. Carey made up 0.01% of Creative Planning's portfolio in Q1 2026, its #724 holding.
- Creative Planning first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.