JFS WEALTH ADVISORS, LLC

Position in WPC — W. P. Carey Inc.

CIK 1568068 HERMITAGE, PA

Position in WPC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,430

+$1,400 QoQ

Shares Held

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#866

of 891 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $2,754 across 4 REIT - Diversified names. WPC ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	20	$1,430
2	BNL	Broadstone Net Lease, Inc.	33	$682
3	GNL	Global Net Lease, Inc.	47	$420
4	AAT	American Assets Trust, Inc.	9	$222

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,430	20	—	Shares	Sole	2026-07-10
2025-03-31	$30	0	-100.0%	Shares	Sole	2025-04-22
2024-03-31	$46,901	831	+13750.0%	Shares	Sole	2024-04-30
2020-09-30	$390	6	0.0%	Shares	Sole	2020-10-28
2020-06-30	$405	6	-45.5%	Shares	Sole	2020-08-05
2020-03-31	$638	11	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.