Essex Financial Services, Inc.

Position in WPC — W. P. Carey Inc.

CIK 1315785 ESSEX, CT

Position in WPC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$446,803

-$645 QoQ

Shares Held

6,249

-5.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#497

of 892 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Essex Financial Services, Inc. holds $1,319,530 across 3 REIT - Diversified names. WPC ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	26,635	$707,159
2	WPC	W. P. Carey Inc. This page	6,249	$446,803
3	GNL	Global Net Lease, Inc.	18,520	$165,568

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,803	6,249	-5.1%	Shares	Defined	2026-08-10
2026-03-31	$447,448	6,584	—	Shares	Defined	2026-04-24
No filing history on record for this holder in this stock.