OAKWORTH CAPITAL, INC.

Position in WPC — W. P. Carey Inc.

CIK 1588871 BIRMINGHAM, AL

Position in WPC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$69,283

+$3,430 QoQ

Shares Held

969

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#736

of 892 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $75,181 across 3 REIT - Diversified names. WPC ranks #1 (92.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	969	$69,283
2	VICI	Vici Properties Inc.	199	$5,283
3	GOOD	Gladstone Commercial Corp	50	$615

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,283	969	0.0%	Shares	Sole	2026-07-22
2026-03-31	$65,853	969	0.0%	Shares	Sole	2026-04-24
2025-12-31	$62,364	969	-85.1%	Shares	Sole	2026-01-30
2022-09-30	$453,699	6,500	+32.7%	Shares	Sole	2022-10-31
2022-06-30	$406,013	4,900	0.0%	Shares	Sole	2022-08-05
2022-03-31	$396,116	4,900	0.0%	Shares	Sole	2022-04-11
2021-12-31	$402,045	4,900	0.0%	Shares	Sole	2022-02-07
2021-09-30	$357,895	4,900	-9.3%	Shares	Sole	2021-11-10
2021-06-30	$403,022	5,401	0.0%	Shares	Sole	2021-07-20
2021-03-31	$382,174	5,401	+978.0%	Shares	Sole	2021-04-30
2020-12-31	$35,360	501	0.0%	Shares	Sole	2021-02-12
2020-09-30	$32,645	501	0.0%	Shares	Sole	2020-11-09
2020-06-30	$33,892	501	0.0%	Shares	Sole	2020-08-11
2020-03-31	$29,098	501	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.