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Equibles

ZACKS INVESTMENT MANAGEMENT

Position in WPC — W. P. Carey Inc.

CIK 1086483 Chicago, IL
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$48,999,307
+$10,396,737 QoQ
Shares Held
685,305
+20.6% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#34
of 898 holders
Holding Since
Mar 2020
26 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

ZACKS INVESTMENT MANAGEMENT holds $49,490,930 across 2 REIT - Diversified names. WPC ranks #1 (99.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page 		685,305 $48,999,307
2 OLP
One Liberty Properties Inc
 20,132 $491,623

All Filings in WPC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,999,307 685,305
2026-03-31 $38,602,570 568,019
2025-12-31 $35,998,221 559,326
2025-09-30 $38,645,850 571,938
2025-06-30 $35,534,767 569,650
2025-03-31 $35,492,874 562,397
2024-12-31 $28,051,643 514,898
2024-09-30 $38,240,113 613,806
2024-06-30 $30,537,941 554,731
2024-03-31 $30,547,924 541,246
2023-12-31 $32,866,317 507,118
2023-09-30 $30,051,402 555,684
2023-06-30 $37,857,369 560,352
2023-03-31 $43,324,289 559,384
2022-12-31 $93,708,017 1,199,079
2022-09-30 $36,468,729 522,475
2022-06-30 $42,177,630 509,023
2022-03-31 $38,569,583 477,110
2021-12-31 $36,481,157 444,621
2021-09-30 $32,482,052 444,716
2021-06-30 $32,581,997 436,639
2021-03-31 $30,566,478 431,974
2020-12-31 $30,352,785 430,048
2020-09-30 $30,868,840 473,739
2020-06-30 $32,835,701 485,376
2020-03-31 $27,498,205 473,454