SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in WPC — W. P. Carey Inc.
CIK 1080576
JACKSON, TN
Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$491,562
+$18,901 QoQ
Shares Held
6,875
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#479
of 892 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $491,562 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
|
6,875 | $491,562 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,562 | 6,875 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $472,661 | 6,955 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $428,701 | 6,661 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $468,665 | 6,936 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $410,273 | 6,577 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $311,006 | 4,928 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $232,684 | 4,271 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||