UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WPC — W. P. Carey Inc.

CIK 1463217 IRVING, TX

Position in WPC

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

Position Value

$493,493

-$205,747 QoQ

Shares Held

6,902

-32.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#481

of 896 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $14,305,089 across 3 REIT - Diversified names. WPC ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc.	596,211	$12,323,681
2	VICI	Vici Properties Inc.	56,042	$1,487,915
3	WPC	W. P. Carey Inc. This page	6,902	$493,493

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,493	6,902	-32.9%	Shares	Defined	2026-08-17
2026-03-31	$699,240	10,289	+92.6%	Shares	Defined	2026-05-15
2025-12-31	$343,811	5,342	+35.2%	Shares	Defined	2026-02-17
2025-09-30	$266,969	3,951	+0.8%	Shares	Defined	2025-11-14
2025-06-30	$244,529	3,920	+1.0%	Shares	Defined	2025-08-11
2025-03-31	$244,866	3,880	-13.4%	Shares	Defined	2025-05-13
2024-12-31	$244,179	4,482	-15.7%	Shares	Defined	2025-02-13
2024-09-30	$331,373	5,319	-3.7%	Shares	Defined	2024-11-12
2024-06-30	$303,931	5,521	-17.9%	Shares	Defined	2024-08-14
2024-03-31	$379,446	6,723	-11.1%	Shares	Defined	2024-05-15
2023-12-31	$490,158	7,563	-24.3%	Shares	Defined	2024-02-14
2023-09-30	$540,583	9,996	-25.5%	Shares	Defined	2023-11-14
2023-06-30	$906,114	13,412	-17.9%	Shares	Defined	2023-08-14
2023-03-31	$1,265,068	16,334	-22.2%	Shares	Defined	2023-08-15
2022-12-31	$1,639,821	20,983	-2.5%	Shares	Defined	2023-02-15
2022-09-30	$1,502,164	21,521	+8.4%	Shares	Defined	2022-11-14
2022-06-30	$1,644,356	19,845	-4.2%	Shares	Defined	2022-08-11
2022-03-31	$1,675,166	20,722	-23.8%	Shares	Defined	2022-05-16
2021-12-31	$2,231,350	27,195	+0.4%	Shares	Defined	2022-02-14
2021-09-30	$1,979,091	27,096	-4.3%	Shares	Defined	2021-11-15
2021-06-30	$2,113,163	28,319	-5.5%	Shares	Defined	2021-08-13
2021-03-31	$2,120,464	29,967	-2.9%	Shares	Defined	2021-05-14
2020-12-31	$2,177,533	30,852	-11.3%	Shares	Defined	2021-02-17
2020-09-30	$2,265,744	34,772	-3.2%	Shares	Defined	2020-11-13
2020-06-30	$2,429,447	35,912	-37.2%	Shares	Defined	2020-08-13
2020-03-31	$3,319,968	57,162	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.