TD PRIVATE CLIENT WEALTH LLC

Position in WPC — W. P. Carey Inc.

CIK 1551017 NEW YORK, NY

Position in WPC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$16,516

-$4,143 QoQ

Shares Held

231

-24.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#798

of 892 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $3,098,622 across 3 REIT - Diversified names. WPC ranks #2 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	116,079	$3,081,897
2	WPC	W. P. Carey Inc. This page	231	$16,516
3	GOOD	Gladstone Commercial Corp	17	$209

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,516	231	-24.0%	Shares	Defined	2026-08-04
2026-03-31	$20,659	304	+3.8%	Shares	Defined	2026-04-27
2025-12-31	$18,857	293	+4.3%	Shares	Defined	2026-02-05
2025-09-30	$18,987	281	-5.4%	Shares	Defined	2025-10-27
2025-06-30	$18,526	297	+19.3%	Shares	Defined	2025-07-15
2025-03-31	$15,714	249	+5.1%	Shares	Defined	2025-04-29
2024-12-31	$12,911	237	0.0%	Shares	Defined	2025-02-11
2024-09-30	$14,765	237	0.0%	Shares	Defined	2024-11-18
2024-06-30	$13,046	237	+640.6%	Shares	Defined	2024-08-14
2024-03-31	$1,806	32	-81.0%	Shares	Defined	2024-08-16
2023-12-31	$10,888	168	0.0%	Shares	Defined	2024-08-16
2023-09-30	$9,085	168	-98.0%	Shares	Defined	2024-08-16
2023-06-30	$555,748	8,226	-0.5%	Shares	Defined	2024-08-16
2023-03-31	$640,124	8,265	+0.4%	Shares	Defined	2024-08-16
2022-12-31	$643,018	8,228	-0.2%	Shares	Defined	2024-08-16
2022-09-30	$575,291	8,242	-0.6%	Shares	Defined	2024-08-16
2022-06-30	$687,240	8,294	+0.6%	Shares	Defined	2024-08-16
2022-03-31	$666,525	8,245	+5.3%	Shares	Defined	2024-08-16
2021-12-31	$642,533	7,831	+27.1%	Shares	Defined	2024-08-16
2021-09-30	$450,072	6,162	+25.0%	Shares	Defined	2024-08-16
2021-06-30	$367,951	4,931	+99.9%	Shares	Defined	2024-08-16
2021-03-31	$174,564	2,467	+7375.8%	Shares	Defined	2024-08-16
2020-12-31	$2,329	33	-42.1%	Shares	Defined	2024-08-16
2020-09-30	$3,714	57	0.0%	Shares	Defined	2024-08-16
2020-06-30	$3,856	57	+612.5%	Shares	Defined	2024-08-16
2020-03-31	$464	8	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.