Heritage Wealth Advisors

Position in WPC — W. P. Carey Inc.

CIK 1591122 RICHMOND, VA

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$28,743

+$1,424 QoQ

Shares Held

402

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#776

of 892 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $143,086 across 4 REIT - Diversified names. WPC ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	2,800	$74,340
2	BNL	Broadstone Net Lease, Inc.	1,579	$32,637
3	WPC	W. P. Carey Inc. This page	402	$28,743
4	GNL	Global Net Lease, Inc.	824	$7,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,743	402	0.0%	Shares	Sole	2026-08-14
2026-03-31	$27,319	402	0.0%	Shares	Sole	2026-05-14
2025-12-31	$25,872	402	0.0%	Shares	Sole	2026-02-13
2025-09-30	$27,163	402	0.0%	Shares	Sole	2025-11-13
2025-06-30	$25,076	402	0.0%	Shares	Sole	2025-08-11
2025-03-31	$25,370	402	0.0%	Shares	Sole	2025-05-08
2024-12-31	$21,900	402	0.0%	Shares	Sole	2025-02-12
2024-09-30	$25,044	402	0.0%	Shares	Sole	2024-11-12
2024-06-30	$22,130	402	-33.0%	Shares	Sole	2024-12-12
2024-03-31	$33,864	600	0.0%	Shares	Sole	2024-12-12
2023-12-31	$38,886	600	-20.2%	Shares	Sole	2024-12-12
2023-09-30	$40,668	752	0.0%	Shares	Sole	2024-12-12
2023-06-30	$50,805	752	0.0%	Shares	Sole	2024-12-12
2023-03-31	$58,242	752	-6.5%	Shares	Sole	2023-05-04
2022-12-31	$62,832	804	0.0%	Shares	Sole	2024-12-12
2022-09-30	$56,119	804	0.0%	Shares	Sole	2024-12-12
2022-06-30	$66,619	804	+14.2%	Shares	Sole	2022-08-04
2022-03-31	$56,911	704	0.0%	Shares	Sole	2022-05-11
2021-12-31	$57,763	704	0.0%	Shares	Sole	2022-03-28
2021-09-30	$51,420	704	+7.6%	Shares	Sole	2021-11-02
2021-06-30	$48,801	654	0.0%	Shares	Sole	2021-08-09
2021-03-31	$46,277	654	+61.9%	Shares	Sole	2021-04-27
2020-12-31	$28,514	404	0.0%	Shares	Sole	2021-02-01
2020-09-30	$26,324	404	0.0%	Shares	Sole	2020-11-03
2020-06-30	$27,330	404	-40.5%	Shares	Sole	2020-07-17
2020-03-31	$39,436	679	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.