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SHELTON CAPITAL MANAGEMENT

Position in WPC — W. P. Carey Inc.

CIK 1002784 Denver, CO

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$507,435
+$25,123 QoQ
Shares Held
7,097
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 890 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $12,538,434 across 2 REIT - Diversified names. WPC ranks #2 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WPC
W. P. Carey Inc.
This page
7,097 $507,435

All Filings in WPC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $507,435 7,097
2026-03-31 $482,312 7,097
2025-12-31 $476,907 7,410
2025-09-30 $529,748 7,840
2025-06-30 $489,059 7,840
2025-03-31 $502,608 7,964
2024-12-31 $450,004 8,260
2024-09-30 $538,957 8,651
2024-06-30 $490,440 8,909
2024-03-31 $520,433 9,221
2023-12-31 $597,613 9,221