DIVIDEND ASSETS CAPITAL, LLC

Position in WPC — W. P. Carey Inc.

CIK 1365167 Ridgeland, SC

Position in WPC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$321,750

+$15,930 QoQ

Shares Held

4,500

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#567

of 891 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVIDEND ASSETS CAPITAL, LLC holds $321,750 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	4,500	$321,750

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,750	4,500	0.0%	Shares	Sole	2026-08-12
2026-03-31	$305,820	4,500	0.0%	Shares	Sole	2026-04-28
2025-12-31	$289,620	4,500	0.0%	Shares	Sole	2026-02-12
2025-09-30	$304,065	4,500	0.0%	Shares	Sole	2025-11-12
2025-06-30	$280,710	4,500	0.0%	Shares	Sole	2025-08-14
2025-03-31	$283,995	4,500	0.0%	Shares	Sole	2025-04-15
2024-12-31	$245,160	4,500	0.0%	Shares	Sole	2025-02-03
2024-09-30	$280,350	4,500	0.0%	Shares	Sole	2024-11-14
2024-06-30	$247,725	4,500	0.0%	Shares	Sole	2024-08-02
2024-03-31	$253,980	4,500	0.0%	Shares	Sole	2024-05-15
2023-12-31	$291,645	4,500	0.0%	Shares	Sole	2024-02-14
2023-09-30	$243,360	4,500	0.0%	Shares	Sole	2023-10-26
2023-06-30	$304,019	4,500	0.0%	Shares	Sole	2023-07-31
2023-03-31	$348,524	4,500	0.0%	Shares	Sole	2023-05-16
2022-12-31	$351,674	4,500	0.0%	Shares	Sole	2023-02-10
2022-09-30	$314,099	4,500	0.0%	Shares	Sole	2022-10-18
2022-06-30	$372,869	4,500	0.0%	Shares	Sole	2022-07-15
2022-03-31	$363,780	4,500	0.0%	Shares	Sole	2022-04-12
2021-12-31	$369,225	4,500	0.0%	Shares	Sole	2022-02-23
2021-09-30	$328,679	4,500	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.