Cambridge Investment Research Advisors, Inc.
Position in WPC — W. P. Carey Inc.
CIK 1419186
FAIRFIELD, IA
Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,141,345
+$390,649 QoQ
Shares Held
141,837
-1.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#126
of 898 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $24,744,209 across 8 REIT - Diversified names. WPC ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
141,837 | $10,141,345 | |
| 2 | VICI |
Vici Properties Inc.
|
315,670 | $8,381,038 | |
| 3 | NXDT |
Nexpoint Diversified Real Estate Trust
|
476,211 | $2,471,535 | |
| 4 | GNL |
Global Net Lease, Inc.
|
267,826 | $2,394,364 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
46,895 | $576,808 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
18,929 | $407,162 | |
| 7 | BNL |
Broadstone Net Lease, Inc.
|
10,913 | $225,571 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
20,676 | $146,386 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,141,345 | 141,837 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,750,696 | 143,477 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,356,077 | 145,371 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,965,764 | 147,488 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,703,132 | 139,518 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,687,195 | 153,497 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,292,346 | 152,209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,826,329 | 157,726 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,504,492 | 172,652 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,959,741 | 176,466 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $12,011,042 | 185,327 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,038,645 | 222,608 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,106,051 | 253,198 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $22,377,395 | 288,927 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,201,561 | 296,885 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,353,410 | 305,923 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $17,840,165 | 215,305 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,359,829 | 214,743 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,926,917 | 206,300 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $14,806,667 | 202,720 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $15,085,550 | 202,165 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $14,008,568 | 197,973 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,127,031 | 185,988 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $11,342,794 | 174,076 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,345,451 | 167,708 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $10,639,325 | 183,184 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||