Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$776,203
+$90,218 QoQ
Shares Held
10,856
+7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#400
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Advisory Services Network, LLC holds $1,348,883 across 2 REIT - Diversified names. WPC ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
10,856 | $776,203 | |
| 2 | VICI |
Vici Properties Inc.
|
21,570 | $572,680 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,203 | 10,856 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $685,985 | 10,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $768,649 | 11,943 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $770,229 | 11,399 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $732,651 | 11,745 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $692,947 | 10,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $611,590 | 11,226 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $744,794 | 11,955 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $658,121 | 11,955 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $657,412 | 11,648 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $805,976 | 12,436 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $764,311 | 14,133 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $898,614 | 13,301 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,019,705 | 13,166 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,121,764 | 14,354 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,148,347 | 16,452 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $875,497 | 10,566 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $853,346 | 10,556 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $779,884 | 9,505 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $537,062 | 7,353 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $527,114 | 7,064 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $483,855 | 6,838 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $519,397 | 7,359 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $467,652 | 7,177 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $676,362 | 9,998 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $909,763 | 15,664 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||