PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in WPC — W. P. Carey Inc.
CIK 12600
DES MOINES, IA
Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$287,930
+$72,157 QoQ
Shares Held
4,027
+26.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#584
of 890 holders
Holding Since
Dec 2023
10 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, 2026PRINCIPAL SECURITIES, INC. holds $1,450,394 across 3 REIT - Diversified names. WPC ranks #2 (19.9% of the industry book) .
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,930 | 4,027 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $215,773 | 3,175 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $171,492 | 2,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $264,054 | 4,233 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $895,152 | 14,184 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $772,744 | 14,184 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $941,976 | 15,120 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $807,913 | 14,676 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $856,081 | 15,168 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $951,410 | 14,680 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||