Perigon Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in WPC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$765,765

-$91,822 QoQ

Shares Held

10,710

-15.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#403

of 891 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $1,997,076 across 2 REIT - Diversified names. WPC ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BNL	Broadstone Net Lease, Inc.	59,570	$1,231,311
2	WPC	W. P. Carey Inc. This page	10,710	$765,765

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765,765	10,710	-15.1%	Shares	Sole	2026-08-07
2026-03-31	$857,587	12,619	-0.8%	Shares	Sole	2026-04-10
2025-12-31	$818,852	12,723	-2.3%	Shares	Sole	2026-01-16
2025-09-30	$879,896	13,022	+7.3%	Shares	Sole	2025-10-17
2025-06-30	$756,918	12,134	-7.1%	Shares	Sole	2025-07-16
2025-03-31	$824,405	13,063	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$709,656	13,026	-6.5%	Shares	Sole	2025-01-22
2024-09-30	$867,714	13,928	+72.4%	Shares	Sole	2024-10-16
2023-12-31	$523,535	8,078	-36.3%	Shares	Sole	2024-01-29
2023-09-30	$685,680	12,679	-0.2%	Shares	Sole	2023-10-30
2023-06-30	$858,281	12,704	-10.7%	Shares	Sole	2023-08-02
2023-03-31	$1,102,423	14,234	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$1,134,190	14,513	+67.5%	Shares	Sole	2023-05-01
2022-09-30	$604,607	8,662	+170.2%	Shares	Sole	2022-12-13
2021-06-30	$239,231	3,206	-5.7%	Shares	Sole	2021-07-19
2021-03-31	$240,583	3,400	+2.4%	Shares	Sole	2021-05-17
2020-12-31	$234,325	3,320	+8.1%	Shares	Sole	2021-01-28
2020-09-30	$200,041	3,070	-2.3%	Shares	Sole	2020-11-03
2020-06-30	$212,624	3,143	-6.7%	Shares	Sole	2020-07-29
2020-03-31	$195,729	3,370	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.