Position in WPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,935,215
+$225,896 QoQ
Shares Held
83,010
-1.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#168
of 892 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $5,935,215 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
|
83,010 | $5,935,215 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,935,215 | 83,010 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,709,319 | 84,010 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,368,911 | 83,420 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,777,910 | 85,510 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,721,368 | 91,718 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,040,573 | 95,715 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,210,903 | 95,648 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,871,922 | 78,201 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,685,415 | 85,112 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,001,261 | 88,612 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,446,113 | 84,032 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,518,764 | 83,557 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,454,589 | 80,737 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,200,414 | 80,057 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $6,256,454 | 80,057 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $5,825,573 | 83,461 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,915,575 | 83,461 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,585,309 | 81,461 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,741,310 | 82,161 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,773,300 | 79,043 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,913,111 | 79,243 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,593,082 | 79,043 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,578,854 | 79,043 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,139,040 | 78,868 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,308,495 | 63,688 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,796,573 | 65,368 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||