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Equibles

Arax Advisory Partners

Position in WPC — W. P. Carey Inc.

CIK 1586767 DENVER, CO
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$11,841,043
+$11,213,161 QoQ
Shares Held
165,609
+1692.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#118
of 898 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

Arax Advisory Partners holds $15,048,050 across 15 REIT - Diversified names. WPC ranks #1 (78.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page 		165,609 $11,841,043
2 BNL
Broadstone Net Lease, Inc.
 50,331 $1,040,341
3 VICI
Vici Properties Inc.
 37,470 $994,828
4 GOOD
Gladstone Commercial Corp
 38,608 $474,878
5 JBGS
JBG SMITH Properties
 12,652 $185,604
6 AHRT
AH Realty Trust, Inc.
 19,549 $138,406
7 ESRT
Empire State Realty Trust, Inc.
 16,491 $89,216
8 SAFE
Safehold Inc.
 3,636 $57,085

All Filings in WPC

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,841,043 165,609
2026-03-31 $627,882 9,239
2025-12-31 $968,103 15,042
2025-09-30 $1,249,774 18,496
2025-06-30 $656,299 10,521
2025-03-31 $658,111 10,428
2024-12-31 $614,425 11,278
2024-09-30 $919,548 14,760
2024-06-30 $880,304 15,991
2024-03-31 $958,069 16,975
2023-12-31 $1,096,714 16,922
2023-09-30 $904,812 16,731
2023-06-30 $1,120,347 16,583
2023-03-31 $1,380,313 17,822
2022-12-31 $1,384,427 17,715
2022-09-30 $1,162,448 16,654
2022-06-30 $1,322,030 15,955
2022-03-31 $1,284,305 15,887
2021-12-31 $912,888 11,126
2021-09-30 $802,855 10,992
2021-06-30 $1,017,891 13,641
2020-12-31 $797,977 11,306
2020-09-30 $692,650 10,630
2020-06-30 $854,352 12,629
2020-03-31 $1,146,382 19,738