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Creekmur Asset Management’s W.P. Carey WPC Stock Holding History

Creekmur Asset 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
2025
Q3 		$31.9K Hold
473
– – 0.01% 387
2025
Q2 		$29.5K Buy
473
+126
+36% +$7.76K 0.01% 395
2025
Q1 		$21.9K Hold
347
– – ﹤0.01% 389
2024
Q4 		$18.9K Sell
347
-1
-0.3% -$57 ﹤0.01% 350
2024
Q3 		$21.7K Hold
348
– – 0.01% 335
2024
Q2 		$19.2K Sell
348
-373
-52% -$21K ﹤0.01% 390
2024
Q1 		$40.7K Sell
721
-580
-45% -$34.7K 0.01% 277
2023
Q4 		$84.3K Buy
+1,301
New +$75K 0.03% 229

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creekmur Asset Management's WPC Position: Q3 2025 in Review

Creekmur Asset Management held its W.P. Carey (WPC) position steady in Q3 2025 at 473 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #387.

Creekmur Asset Management first reported a position in WPC in Q4 2023 and has held it in 8 quarters since. The position peaked at $84.3K in Q4 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Creekmur Asset Management held 473 shares of W.P. Carey worth $31.9K as of Q3 2025.
  • Creekmur Asset Management left its W.P. Carey share count unchanged in Q3 2025.
  • W.P. Carey made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #387 holding.
  • Creekmur Asset Management first reported a position in W.P. Carey in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's W.P. Carey position peaked at $84.3K in Q4 2023.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.