Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$210,353
+$9,939 QoQ
Shares Held
2,942
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 891 holders
Holding Since
Mar 2021
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, 2026Valmark Advisers, Inc. holds $210,353 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
|
2,942 | $210,353 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,353 | 2,942 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $200,414 | 2,949 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $202,304 | 2,994 | Shares | Sole | 2025-10-24 | |
| 2023-06-30 | $211,800 | 3,135 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $242,805 | 3,135 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $206,784 | 2,646 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $219,247 | 2,646 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $227,564 | 2,815 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $219,319 | 2,673 | Shares | Sole | 2022-02-02 | |
| 2021-03-31 | $208,175 | 2,942 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||