SIGNATUREFD, LLC

Position in WPC — W. P. Carey Inc.

CIK 1456048 ATLANTA, GA

Position in WPC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$498,283

+$159,367 QoQ

Shares Held

6,969

+39.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#478

of 898 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

SIGNATUREFD, LLC holds $1,596,244 across 13 REIT - Diversified names. WPC ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	22,929	$608,764
2	WPC	W. P. Carey Inc. This page	6,969	$498,283
3	BNL	Broadstone Net Lease, Inc.	7,567	$156,409
4	AAT	American Assets Trust, Inc.	2,371	$58,539
5	GOOD	Gladstone Commercial Corp	4,686	$57,637
6	GNL	Global Net Lease, Inc.	6,275	$56,098
7	CTO	CTO Realty Growth, Inc.	2,492	$53,602
8	OLP	One Liberty Properties Inc	1,709	$41,733

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,283	6,969	+39.7%	Shares	Sole	2026-07-24
2026-03-31	$338,916	4,987	+12.9%	Shares	Sole	2026-04-07
2025-12-31	$284,406	4,419	+1.5%	Shares	Sole	2026-01-20
2025-09-30	$294,267	4,355	+1.5%	Shares	Sole	2025-10-21
2025-06-30	$267,734	4,292	-0.4%	Shares	Sole	2025-07-16
2025-03-31	$271,940	4,309	+1.6%	Shares	Sole	2025-05-02
2024-12-31	$231,104	4,242	-29.7%	Shares	Sole	2025-02-10
2024-09-30	$376,042	6,036	-10.9%	Shares	Sole	2024-10-21
2024-06-30	$372,963	6,775	-6.4%	Shares	Sole	2024-07-29
2024-03-31	$408,343	7,235	-1.4%	Shares	Sole	2024-05-03
2023-12-31	$475,770	7,341	+65.3%	Shares	Sole	2024-02-01
2023-09-30	$240,223	4,442	+59.7%	Shares	Sole	2023-11-03
2023-06-30	$187,884	2,781	-13.7%	Shares	Sole	2023-08-01
2023-03-31	$249,543	3,222	+8.5%	Shares	Sole	2023-04-28
2022-12-31	$232,105	2,970	-24.0%	Shares	Sole	2023-01-30
2022-09-30	$272,778	3,908	-7.7%	Shares	Sole	2022-11-08
2022-06-30	$350,911	4,235	+11.3%	Shares	Sole	2022-08-10
2022-03-31	$307,515	3,804	+14.3%	Shares	Sole	2022-05-02
2021-12-31	$273,144	3,329	+22.3%	Shares	Sole	2022-01-25
2021-09-30	$198,814	2,722	+13.2%	Shares	Sole	2021-10-28
2021-06-30	$179,386	2,404	+46.0%	Shares	Sole	2021-07-26
2021-03-31	$116,541	1,647	+19.3%	Shares	Sole	2021-04-30
2020-12-31	$97,400	1,380	+19.4%	Shares	Sole	2021-02-11
2020-09-30	$75,324	1,156	+15.5%	Shares	Sole	2020-11-03
2020-06-30	$67,717	1,001	-72.4%	Shares	Sole	2020-07-30
2020-03-31	$210,946	3,632	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.