Position in WPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,892
+$12,372 QoQ
Shares Held
3,495
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#623
of 892 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026King Wealth Management Group holds $249,892 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
|
3,495 | $249,892 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,892 | 3,495 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $237,520 | 3,495 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,938 | 3,495 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $236,157 | 3,495 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $218,018 | 3,495 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $220,569 | 3,495 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $217,738 | 3,495 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||