BROWN, LISLE/CUMMINGS, INC.

Position in WPC — W. P. Carey Inc.

CIK 14745 PROVIDENCE, RI

Position in WPC

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$3,827,099

+$236,198 QoQ

Shares Held

56,314

+0.9% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

BROWN, LISLE/CUMMINGS, INC. holds $3,952,771 across 2 REIT - Diversified names. WPC ranks #1 (96.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	56,314	$3,827,099
2	VICI	Vici Properties Inc.	4,600	$125,672

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,827,099	56,314	+0.9%	Shares	Sole	2026-04-20
2025-12-31	$3,590,901	55,794	+4.1%	Shares	Sole	2026-01-23
2025-09-30	$3,621,819	53,601	+11.3%	Shares	Sole	2025-10-10
2025-06-30	$3,003,409	48,147	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$3,028,901	47,994	-1.3%	Shares	Sole	2025-04-22
2024-12-31	$2,649,961	48,641	+3.3%	Shares	Sole	2025-01-27
2024-09-30	$2,934,703	47,106	+2.5%	Shares	Sole	2024-10-18
2024-06-30	$2,530,208	45,962	-10.8%	Shares	Sole	2024-07-17
2024-03-31	$2,906,772	51,502	+1.0%	Shares	Sole	2024-07-01
2023-12-31	$3,303,689	50,975	+12.8%	Shares	Sole	2024-07-01
2023-09-30	$2,442,848	45,171	-20.9%	Shares	Sole	2024-07-01
2023-06-30	$3,859,025	57,120	+18.3%	Shares	Sole	2024-07-01
2023-03-31	$3,740,447	48,295	+0.2%	Shares	Sole	2024-07-01
2022-12-31	$3,765,501	48,183	+4.7%	Shares	Sole	2024-07-01
2022-09-30	$3,211,356	46,008	0.0%	Shares	Sole	2024-07-01
2022-06-30	$3,812,221	46,008	+7.7%	Shares	Sole	2024-07-01
2022-03-31	$3,454,375	42,731	+13.3%	Shares	Sole	2024-07-01
2021-12-31	$3,095,664	37,729	—	Shares	Sole	2024-07-01
No filing history on record for this holder in this stock.