Allworth Financial LP

Position in WPC — W. P. Carey Inc.

CIK 1555170 FOLSOM, CA

Position in WPC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$8,798,577

+$447,674 QoQ

Shares Held

129,467

-0.2% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.0023171927981647834.ToString("F0")% Shared 0.ToString("F0")% None 99.99768280720184.ToString("F0")%

Real Estate · as of Mar 31, 2026

Allworth Financial LP holds $9,796,157 across 13 REIT - Diversified names. WPC ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	129,467	$8,798,577
2	VICI	Vici Properties Inc.	30,783	$840,991
3	GNL	Global Net Lease, Inc.	6,714	$62,843
4	OLP	One Liberty Properties Inc	1,439	$30,880
5	BNL	Broadstone Net Lease, Inc.	1,447	$26,436
6	CTO	CTO Realty Growth, Inc.	789	$14,588
7	SAFE	Safehold Inc.	555	$7,509
8	AAT	American Assets Trust, Inc.	219	$4,031

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,798,577	129,467	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$8,350,903	129,753	+1.0%	Shares	Sole	2026-02-05
2025-09-30	$8,680,515	128,467	-2.4%	Shares	Sole	2025-12-02
2025-06-30	$8,213,886	131,675	-0.0%	Shares	Sole	2025-08-07
2025-03-31	$8,311,776	131,703	-3.5%	Shares	Sole	2025-04-30
2024-12-31	$7,434,885	136,470	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$8,462,022	135,827	+16.8%	Shares	Sole	2024-10-23
2024-06-30	$6,402,589	116,305	+0.7%	Shares	Sole	2024-07-24
2024-03-31	$6,520,795	115,535	+6.9%	Shares	Sole	2024-04-25
2023-12-31	$7,002,719	108,050	-5.0%	Shares	Sole	2024-01-24
2023-09-30	$6,024,016	113,730	-0.3%	Shares	Sole	2023-10-31
2023-06-30	$7,548,519	114,077	-3.1%	Shares	Sole	2023-07-18
2023-03-31	$8,929,582	117,716	+3.0%	Shares	Sole	2023-04-18
2022-12-31	$8,750,426	114,321	+10.7%	Shares	Sole	2023-01-13
2022-09-30	$7,057,383	103,232	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$8,132,775	100,212	-0.7%	Shares	Sole	2022-07-13
2022-03-31	$7,989,385	100,905	+3.9%	Shares	Sole	2022-04-22
2021-12-31	$7,806,483	97,141	-6.3%	Shares	Sole	2022-01-21
2021-09-30	$7,417,100	103,681	+0.5%	Shares	Sole	2021-11-02
2021-06-30	$7,536,180	103,115	-19.0%	Shares	Sole	2021-08-02
2021-03-31	$8,823,930	127,321	+3.2%	Shares	Sole	2021-04-29
2020-12-31	$8,532,229	123,426	+6.0%	Shares	Sole	2021-01-26
2020-09-30	$7,427,795	116,387	+1.2%	Shares	Sole	2020-11-03
2020-06-30	$7,617,883	114,972	+2708.3%	Shares	Sole	2020-07-24
2020-03-31	$232,888	4,094	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.