Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$500
-$16,389 QoQ
Shares Held
7
-97.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#880
of 892 holders
Holding Since
Mar 2020
15 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, 2026JNBA Financial Advisors holds $8,200 across 2 REIT - Diversified names. WPC ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTO |
CTO Realty Growth, Inc.
|
358 | $7,700 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
7 | $500 |
All Filings in WPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500 | 7 | Shares | Sole | 2026-07-23 | |
| 2023-06-30 | $16,889 | 250 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $19,362 | 250 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $19,537 | 250 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,449 | 250 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $24,857 | 300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,252 | 300 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $52,758 | 643 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $50,689 | 694 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $47,980 | 643 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $45,498 | 643 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $45,382 | 643 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $87,509 | 1,343 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $90,853 | 1,343 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $80,963 | 1,394 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||