Position in WPC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$355,634
+$18,839 QoQ
Shares Held
5,233
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026Jackson Wealth Management, LLC holds $355,634 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
|
5,233 | $355,634 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,634 | 5,233 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $336,795 | 5,233 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $353,593 | 5,233 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $330,254 | 5,233 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $285,093 | 5,233 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $335,423 | 5,384 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $252,294 | 4,583 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $295,350 | 5,233 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $365,074 | 5,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $304,632 | 5,633 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $380,565 | 5,633 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $436,275 | 5,633 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $393,183 | 5,633 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,747 | 4,583 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $455,371 | 5,633 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $462,187 | 5,633 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $422,050 | 5,656 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $400,218 | 5,656 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $399,200 | 5,656 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $368,545 | 5,656 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $382,628 | 5,656 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $328,500 | 5,656 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||