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Samalin Investment Counsel, LLC

Position in WPC — W. P. Carey Inc.

CIK 1544366 CHAPPAQUA, NY

Position in WPC

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$1,146,553
+$138,547 QoQ
Shares Held
16,871
+7.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Mar 31, 2026

Samalin Investment Counsel, LLC holds $2,245,271 across 3 REIT - Diversified names. WPC ranks #1 (51.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page
16,871 $1,146,553

All Filings in WPC

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,146,553 16,871
2025-12-31 $1,008,006 15,662
2025-09-30 $1,060,578 15,696
2025-06-30 $896,462 14,371
2025-03-31 $917,556 14,539
2024-12-31 $669,940 12,297
2024-09-30 $820,802 13,175
2024-06-30 $573,235 10,413
2024-03-31 $701,492 12,429
2023-12-31 $840,261 12,965
2023-09-30 $568,979 10,742
2023-06-30 $629,081 9,507
2023-03-31 $449,073 5,920
2022-12-31 $318,876 4,166