Position in WPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$352,995
+$28,079 QoQ
Shares Held
4,937
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#549
of 890 holders
Holding Since
Jun 2025
5 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, 2026Composition Wealth, LLC holds $973,415 across 2 REIT - Diversified names. WPC ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
23,368 | $620,420 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
4,937 | $352,995 |
All Filings in WPC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,995 | 4,937 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $324,916 | 4,781 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $309,893 | 4,815 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $246,157 | 3,643 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $231,741 | 3,715 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||