Position in WPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$209,566
+$7,990 QoQ
Shares Held
2,931
-20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#663
of 892 holders
Holding Since
Sep 2024
3 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, 2026Modera Wealth Management, LLC holds $209,566 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
|
2,931 | $209,566 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,566 | 2,931 | Shares | Sole | 2026-08-03 | |
| 2024-12-31 | $201,576 | 3,700 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $223,034 | 3,580 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||