Plante Moran Financial Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1424717 SOUTHFIELD, MI

Position in WPC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$143

-$7,048 QoQ

Shares Held

-98.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#886

of 890 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $939 across 5 REIT - Diversified names. WPC ranks #4 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNL	Global Net Lease, Inc.	38	$339
2	VICI	Vici Properties Inc.	8	$212
3	SAFE	Safehold Inc.	10	$157
4	WPC	W. P. Carey Inc. This page	2	$143
5	JBGS	JBG SMITH Properties	6	$88

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143	2	-98.5%	Shares	Sole	2026-08-06
2024-12-31	$7,191	132	-81.2%	Shares	Sole	2025-02-05
2021-09-30	$51,347	703	0.0%	Shares	Sole	2021-11-08
2021-06-30	$52,457	703	0.0%	Shares	Sole	2021-08-10
2021-03-31	$49,744	703	0.0%	Shares	Sole	2021-05-13
2020-12-31	$49,617	703	0.0%	Shares	Sole	2021-02-09
2020-09-30	$45,807	703	0.0%	Shares	Sole	2020-11-12
2020-06-30	$47,557	703	0.0%	Shares	Sole	2020-08-10
2020-03-31	$40,830	703	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.