UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WPC — W. P. Carey Inc.

CIK 1463217 IRVING, TX

Position in WPC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$699,240

+$355,429 QoQ

Shares Held

10,289

+92.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $13,432,340 across 4 REIT - Diversified names. WPC ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc.	605,450	$11,061,571
2	VICI	Vici Properties Inc.	56,598	$1,546,257
3	WPC	W. P. Carey Inc. This page	10,289	$699,240
4	GOOD	Gladstone Commercial Corp	10,960	$125,272

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$529,465	9,996	-25.5%	Shares	Defined	2023-11-14
2023-06-30	$887,477	13,412	-17.9%	Shares	Defined	2023-08-14
2023-03-31	$1,239,048	16,334	-22.2%	Shares	Defined	2023-08-15
2022-12-31	$1,606,093	20,983	-2.5%	Shares	Defined	2023-02-15
2022-09-30	$1,471,268	21,521	+8.4%	Shares	Defined	2022-11-14
2022-06-30	$1,610,534	19,845	-4.2%	Shares	Defined	2022-08-11
2022-03-31	$1,640,712	20,722	-23.8%	Shares	Defined	2022-05-16
2021-12-31	$2,185,455	27,195	+0.4%	Shares	Defined	2022-02-14
2021-09-30	$1,938,385	27,096	-4.3%	Shares	Defined	2021-11-15
2021-06-30	$2,069,699	28,319	-5.5%	Shares	Defined	2021-08-13
2021-03-31	$2,076,850	29,967	-2.9%	Shares	Defined	2021-05-14
2020-12-31	$2,132,746	30,852	-11.3%	Shares	Defined	2021-02-17
2020-09-30	$2,219,142	34,772	-3.2%	Shares	Defined	2020-11-13
2020-06-30	$2,379,478	35,912	-37.2%	Shares	Defined	2020-08-13
2020-03-31	$3,251,683	57,162	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.