Transamerica Financial Advisors, LLC
Position in WPC — W. P. Carey Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in WPC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$196,124
-$11,833 QoQ
Shares Held
2,743
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#682
of 890 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $203,772 across 10 REIT - Diversified names. WPC ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
2,743 | $196,124 | |
| 2 | VICI |
Vici Properties Inc.
|
125 | $3,318 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
91 | $1,880 | |
| 4 | AAT |
American Assets Trust, Inc.
|
43 | $1,061 | |
| 5 | CTO |
CTO Realty Growth, Inc.
|
28 | $602 | |
| 6 | FVR |
FrontView REIT, Inc.
|
15 | $303 | |
| 7 | SAFE |
Safehold Inc.
|
14 | $219 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
26 | $134 |
All Filings in WPC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,124 | 2,743 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $207,957 | 3,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $99,436 | 1,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,732 | 1,032 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||