Avior Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1599868 OMAHA, NE

Position in WPC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$7,821,456

+$143,336 QoQ

Shares Held

109,391

-3.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#141

of 892 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avior Wealth Management, LLC holds $7,821,456 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	109,391	$7,821,456

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,821,456	109,391	-3.2%	Shares	Sole	2026-07-07
2026-03-31	$7,678,120	112,980	+10370.8%	Shares	Sole	2026-04-09
2024-12-31	$58,783	1,079	-24.3%	Shares	Sole	2025-01-17
2024-09-30	$88,839	1,426	+4.5%	Shares	Sole	2024-11-08
2024-06-30	$75,143	1,365	-19.6%	Shares	Sole	2024-08-13
2024-03-31	$95,835	1,698	-12.1%	Shares	Sole	2024-04-30
2023-12-31	$125,212	1,932	-11.2%	Shares	Sole	2024-01-30
2023-09-30	$117,678	2,176	+12.2%	Shares	Sole	2023-10-17
2023-06-30	$130,998	1,939	+28.7%	Shares	Sole	2023-07-19
2023-03-31	$116,717	1,507	+35.0%	Shares	Sole	2023-05-10
2022-12-31	$87,215	1,116	+14.0%	Shares	Sole	2023-02-14
2022-09-30	$68,334	979	+23.0%	Shares	Sole	2022-10-26
2022-06-30	$65,956	796	+1.3%	Shares	Sole	2022-08-10
2022-03-31	$63,540	786	+20.6%	Shares	Sole	2022-05-13
2021-12-31	$53,496	652	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$46,964	643	+1.3%	Shares	Sole	2021-11-02
2021-06-30	$47,383	635	+78.9%	Shares	Sole	2021-07-27
2021-03-31	$25,119	355	+1.4%	Shares	Sole	2021-05-11
2020-12-31	$24,702	350	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.