Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WPC — W. P. Carey Inc.
CIK 1510434
Seattle, WA
Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$245,459
-$465,609 QoQ
Shares Held
3,433
-63.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 892 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $486,877 across 2 REIT - Diversified names. WPC ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,433 | $245,459 | |
| 2 | VICI |
Vici Properties Inc.
|
9,093 | $241,418 |
All Filings in WPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,459 | 3,433 | Shares | Sole | 2026-07-15 | |
| 2023-03-31 | $711,068 | 9,181 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $674,356 | 8,629 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $571,452 | 8,187 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $647,384 | 7,813 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $639,444 | 7,910 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $715,804 | 8,724 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||