Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,599
+$21,973 QoQ
Shares Held
3,393
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#633
of 890 holders
Holding Since
Mar 2020
22 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, 2026Focused Wealth Management, Inc holds $242,599 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
|
3,393 | $242,599 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,599 | 3,393 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $220,626 | 3,428 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $229,602 | 3,398 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $209,971 | 3,366 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $210,408 | 3,334 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $203,658 | 3,269 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $199,938 | 3,085 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $160,185 | 2,962 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $198,896 | 2,944 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,696 | 2,927 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $162,004 | 2,073 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $143,508 | 2,056 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $169,200 | 2,042 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $164,024 | 2,029 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $165,248 | 2,014 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $146,079 | 2,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $148,195 | 1,986 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $139,467 | 1,971 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $137,983 | 1,955 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $126,410 | 1,940 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $118,793 | 1,756 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $101,233 | 1,743 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||