NewSquare Capital LLC

Position in WPC — W. P. Carey Inc.

CIK 1546989 NEWTOWN SQUARE, PA

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,580,219

+$303,596 QoQ

Shares Held

50,073

+3.9% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#203

of 891 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NewSquare Capital LLC holds $3,580,219 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	50,073	$3,580,219

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,580,219	50,073	+3.9%	Shares	Sole	2026-07-28
2026-03-31	$3,276,623	48,214	-1.4%	Shares	Sole	2026-05-08
2025-12-31	$3,147,010	48,897	-28.8%	Shares	Sole	2026-02-17
2025-09-30	$4,640,234	68,673	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$4,266,355	68,393	+4.6%	Shares	Sole	2025-08-05
2025-03-31	$4,126,636	65,388	-0.5%	Shares	Sole	2025-04-14
2024-12-31	$3,580,915	65,729	-0.1%	Shares	Sole	2025-02-06
2024-09-30	$4,098,779	65,791	+25599.6%	Shares	Sole	2024-11-04
2024-06-30	$14,092	256	-12.9%	Shares	Sole	2024-07-23
2024-03-31	$16,593	294	-65.1%	Shares	Sole	2024-05-08
2023-12-31	$54,634	843	-25.1%	Shares	Sole	2024-02-01
2023-09-30	$60,894	1,126	-29.6%	Shares	Sole	2023-11-03
2023-06-30	$108,095	1,600	-98.1%	Shares	Sole	2023-08-03
2023-03-31	$6,355,856	82,064	+8.3%	Shares	Sole	2023-05-01
2022-12-31	$5,924,160	75,805	+10.2%	Shares	Sole	2023-02-07
2022-09-30	$4,801,957	68,796	+5.8%	Shares	Sole	2022-10-25
2022-06-30	$5,387,969	65,025	+12.3%	Shares	Sole	2022-07-26
2022-03-31	$4,681,284	57,908	+12.9%	Shares	Sole	2022-05-10
2021-12-31	$4,208,919	51,297	+12.8%	Shares	Sole	2022-01-26
2021-09-30	$3,320,836	45,466	+3.6%	Shares	Sole	2021-11-08
2021-06-30	$3,276,190	43,905	—	Shares	Sole	2021-07-28
No filing history on record for this holder in this stock.