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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overviewAll 13F holders of WPCFull Q2 2026 holdings

Shares (Q2 2026)
169,979
Value
$12.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026169,979$12.2M<0.1%+31,250+22.5%AddedHolders
Q1 2026138,729$9.43M<0.1%+77+0.1%AddedHolders
Q4 2025138,652$8.92M<0.1%+28,302+25.6%AddedHolders
Q3 2025110,350$7.46M<0.1%+22,785+26.0%AddedHolders
Q2 202587,565$5.46M<0.1%+3,876+4.6%AddedHolders
Q1 202583,689$5.28M<0.1%+15,956+23.6%AddedHolders
Q4 202467,733$3.69M<0.1%+3,024+4.7%AddedHolders
Q3 202464,709$4.03M<0.1%+207+0.3%AddedHolders
Q2 202464,502$3.55M<0.1%−3,399−5.0%ReducedHolders
Q1 202467,901$3.83M<0.1%−1,611−2.3%ReducedHolders
Q4 202369,512$4.51M<0.1%+4,539+7.0%AddedHolders
Q3 202364,973$3.51M<0.1%−1,943−2.9%ReducedHolders
Q2 202366,916$4.52M<0.1%−2,537−3.7%ReducedHolders
Q1 202369,453$5.38M<0.1%−523−0.7%ReducedHolders
Q4 202269,976$5.47M<0.1%+2,719+4.0%AddedHolders
Q3 202267,257$4.70M<0.1%+19,995+42.3%AddedHolders
Q2 202247,262$3.92M<0.1%+7,616+19.2%AddedHolders
Q1 202239,646$3.21M<0.1%+1,327+3.5%AddedHolders
Q4 202138,319$3.14M<0.1%−452−1.2%ReducedHolders
Q3 202138,771$2.83M<0.1%−1,031−2.6%ReducedHolders
Q2 202139,802$2.97M<0.1%−567−1.4%ReducedHolders
Q1 202140,369$2.86M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.