EP Wealth Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1540569 TORRANCE, CA

Position in WPC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$921,277

-$36,279 QoQ

Shares Held

12,885

-8.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#366

of 892 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,537,076 across 4 REIT - Diversified names. WPC ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	12,885	$921,277
2	VICI	Vici Properties Inc.	10,730	$284,881
3	BNL	Broadstone Net Lease, Inc.	11,874	$245,435
4	AHRT	AH Realty Trust, Inc.	12,074	$85,483

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$921,277	12,885	-8.6%	Shares	Sole	2026-08-12
2026-03-31	$957,556	14,090	+7.2%	Shares	Sole	2026-05-14
2025-12-31	$846,269	13,149	+30.4%	Shares	Sole	2026-02-18
2025-06-30	$628,790	10,080	+6.1%	Shares	Sole	2025-08-14
2025-03-31	$599,481	9,499	-24.8%	Shares	Sole	2025-05-15
2024-12-31	$688,463	12,637	+47.8%	Shares	Sole	2025-02-14
2024-09-30	$532,602	8,549	+63.8%	Shares	Sole	2024-11-15
2024-06-30	$287,361	5,220	-4.6%	Shares	Sole	2024-08-19
2024-03-31	$308,952	5,474	+8.4%	Shares	Sole	2024-05-14
2023-12-31	$327,160	5,048	-11.2%	Shares	Sole	2024-02-28
2023-09-30	$307,390	5,684	-99.1%	Shares	Sole	2023-11-24
2023-06-30	$454,100	614,659	+2438.8%	Shares	Sole	2023-08-14
2023-03-31	$1,875,141	24,211	+115.2%	Shares	Sole	2023-06-05
2022-12-31	$879,187	11,250	-12.6%	Shares	Sole	2023-06-12
2022-09-30	$898,883	12,878	-14.5%	Shares	Sole	2022-12-02
2022-06-30	$1,248,534	15,068	+2.8%	Shares	Sole	2022-08-11
2022-03-31	$1,184,387	14,651	-8.8%	Shares	Sole	2022-05-20
2021-12-31	$1,318,379	16,068	-8.1%	Shares	Sole	2022-02-17
2021-09-30	$1,276,739	17,480	-48.1%	Shares	Sole	2021-11-23
2021-06-30	$2,512,902	33,676	-19.5%	Shares	Sole	2021-08-24
2021-03-31	$2,958,546	41,811	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.