Position in WPC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$239,310
+$10,626 QoQ
Shares Held
3,347
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#636
of 892 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $600,921 across 2 REIT - Diversified names. WPC ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
13,620 | $361,611 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
3,347 | $239,310 |
All Filings in WPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,310 | 3,347 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $228,684 | 3,365 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $222,170 | 3,452 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $233,251 | 3,452 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $114,966 | 1,843 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $194,493 | 3,570 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||