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Creative Planning WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
8
Latest value
$15.2M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q3 2025 | $64K |
| Q4 2025 | $8.9M |
| Q1 2026 | $9.4M |
| Q2 2026 | $90K |
| Q2 2026 | $12.1M |
| Q3 2026 | $77K |
| Q3 2026 | $15.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.2M | 235.5K | — | — |
| Q3 2026 | $77K | 1.2K | — | — |
| Q2 2026 | $12.1M | 168.7K | — | — |
| Q2 2026 | $90K | 1.3K | — | — |
| Q1 2026 | $9.4M | 138.7K | — | — |
| Q4 2025 | $8.9M | 138.7K | — | — |
| Q3 2025 | $64K | 943 | — | — |
| Q3 2025 | $7.4M | 109.4K | — | — |
Other funds holding WPC
$894.8M
$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M