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&PARTNERS

Position in WPC — W. P. Carey Inc.

CIK 107136 NASHVILLE, TN

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,801,155
+$287,179 QoQ
Shares Held
39,177
+5.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 891 holders
Holding Since
Jun 2024
9 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

&PARTNERS holds $3,823,165 across 3 REIT - Diversified names. WPC ranks #1 (73.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page
39,177 $2,801,155

All Filings in WPC

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,801,155 39,177
2026-03-31 $2,513,976 36,992
2025-12-31 $1,949,593 30,292
2025-09-30 $2,024,532 29,962
2025-06-30 $1,774,586 28,448
2025-03-31 $1,390,755 22,037
2024-12-31 $1,037,680 19,047
2024-09-30 $670,971 10,770
2024-06-30 $412,434 7,492