Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,650,349
+$1,504,951 QoQ
Shares Held
218,886
+5.2% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#100
of 892 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $60,246,630 across 8 REIT - Diversified names. WPC ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,592,663 | $42,285,202 | |
| 2 | WPC |
W. P. Carey Inc.
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|
218,886 | $15,650,349 | |
| 3 | GNL |
Global Net Lease, Inc.
|
172,783 | $1,544,680 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
11,971 | $257,496 | |
| 5 | SAFE |
Safehold Inc.
|
12,330 | $193,581 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
10,301 | $126,702 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
17,394 | $123,149 | |
| 8 | ESRT |
Empire State Realty Trust, Inc.
|
12,102 | $65,471 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,650,349 | 218,886 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,145,398 | 208,143 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,155,016 | 219,935 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,665,573 | 69,048 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,321,436 | 69,276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,062,769 | 64,376 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $803,089 | 14,741 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,954,696 | 95,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,167 | 5,053 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $274,185 | 4,858 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $306,875 | 4,735 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||