Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$226,011
+$10,850 QoQ
Shares Held
3,161
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#646
of 892 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026GW HENSSLER & ASSOCIATES LTD holds $226,011 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,161 | $226,011 |
All Filings in WPC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,011 | 3,161 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $215,161 | 3,166 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,763 | 3,166 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $213,250 | 3,156 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $247,898 | 3,974 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $250,799 | 3,974 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,582 | 4,159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $259,105 | 4,159 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||