Ballentine Partners, LLC

Position in WPC — W. P. Carey Inc.

CIK 1374889 Waltham, MA

Position in WPC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$621,835

+$19,574 QoQ

Shares Held

8,697

-1.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#435

of 890 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Ballentine Partners, LLC holds $1,029,081 across 3 REIT - Diversified names. WPC ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	8,697	$621,835
2	VICI	Vici Properties Inc.	11,144	$295,871
3	ESRT	Empire State Realty Trust, Inc.	20,587	$111,375

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,835	8,697	-1.9%	Shares	Other	2026-07-17
2026-03-31	$602,261	8,862	+8.1%	Shares	Other	2026-05-14
2025-12-31	$527,816	8,201	+8.3%	Shares	Other	2026-02-03
2025-09-30	$511,707	7,573	+1.6%	Shares	Other	2025-11-03
2025-06-30	$464,793	7,451	+11.7%	Shares	Other	2025-07-15
2025-03-31	$421,006	6,671	-6.5%	Shares	Sole	2025-05-01
2024-12-31	$388,496	7,131	+8.5%	Shares	Other	2025-01-16
2024-09-30	$409,435	6,572	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$359,916	6,538	-5.1%	Shares	Sole	2024-08-06
2024-03-31	$388,815	6,889	-1.1%	Shares	Sole	2024-04-11
2023-12-31	$451,401	6,965	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.