Westside Investment Management, Inc.
Position in WPC — W. P. Carey Inc.
CIK 1538383
SANTA MONICA, CA
Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,016
+$793 QoQ
Shares Held
224
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#801
of 892 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $36,507 across 4 REIT - Diversified names. WPC ranks #1 (43.9% of the industry book) .
All Filings in WPC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,016 | 224 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,223 | 224 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,416 | 224 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,135 | 224 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,986 | 112 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||