SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in WPC — W. P. Carey Inc.
CIK 1531593
NEW YORK, NY
Position in WPC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$20,388
-$50,408 QoQ
Shares Held
300
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Derivatives in WPC
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$9,129
PutShares
128
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $6,717 across 1 REIT - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
253 | $6,717 |
All Filings in WPC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,388 | 300 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $70,796 | 1,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,148,690 | 17,000 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $50,488 | 800 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,240 | 500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $380,030 | 6,100 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $2,358,954 | 36,398 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,728 | 4,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $310,775 | 4,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $356,269 | 4,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $375,119 | 4,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $321,079 | 4,600 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $397,727 | 4,800 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $396,116 | 4,900 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $956,823 | 13,100 | Shares | Sole | 2021-10-20 | |
| 2021-09-30 | $9,129 | 125 | Put | Sole | 2021-10-20 | |
| 2021-06-30 | $1,119,299 | 15,000 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $2,014 | 27 | Put | Sole | 2021-07-19 | |
| 2021-03-31 | $4,882 | 69 | Put | Sole | 2021-04-14 | |
| 2021-03-31 | $1,238,299 | 17,500 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||