Wellington Shields Capital Management, LLC
Position in WPC — W. P. Carey Inc.
CIK 1506071
NEW YORK, NY
Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,082,580
-$36,208 QoQ
Shares Held
29,127
-6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#260
of 891 holders
Holding Since
Mar 2020
26 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, 2026Wellington Shields Capital Management, LLC holds $2,082,580 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
29,127 | $2,082,580 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,082,580 | 29,127 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,118,788 | 31,177 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,942,191 | 30,177 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,147,171 | 31,777 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,982,249 | 31,777 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,178,998 | 34,527 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,956,376 | 35,910 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,936,012 | 47,127 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,549,585 | 46,314 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,607,415 | 46,198 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,063,179 | 47,264 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,711,788 | 50,144 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,349,893 | 49,584 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,839,351 | 49,572 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,873,270 | 49,562 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,372,803 | 48,321 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,746,182 | 45,211 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,741,842 | 46,287 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,475,089 | 54,541 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,997,697 | 54,733 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,075,893 | 54,622 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,847,221 | 54,370 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,797,909 | 53,810 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,771,070 | 57,874 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,914,433 | 57,863 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,412,373 | 58,753 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||