Skip to main content
Equibles

Sequoia Financial Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1599900 Akron, OH
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$9,947,723
-$481,418 QoQ
Shares Held
139,129
-9.3% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#128
of 898 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $14,536,031 across 7 REIT - Diversified names. WPC ranks #1 (68.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page 		139,129 $9,947,723
2 VICI
Vici Properties Inc.
 111,945 $2,972,139
3 CTO
CTO Realty Growth, Inc.
 22,139 $476,209
4 OLP
One Liberty Properties Inc
 18,591 $453,992
5 BNL
Broadstone Net Lease, Inc.
 20,072 $414,888
6 AHRT
AH Realty Trust, Inc.
 21,414 $151,611
7 ESRT
Empire State Realty Trust, Inc.
 22,083 $119,469

All Filings in WPC

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,947,723 139,129
2026-03-31 $10,429,141 153,460
2025-12-31 $9,687,402 150,519
2025-09-30 $9,862,652 145,962
2025-06-30 $9,041,045 144,935
2025-03-31 $9,231,478 146,276
2024-12-31 $8,118,010 149,009
2024-09-30 $9,151,870 146,900
2024-06-30 $4,421,781 80,323
2024-03-31 $4,448,826 78,824
2023-12-31 $5,101,713 78,718
2023-09-30 $4,087,151 75,576
2023-06-30 $5,481,276 81,132
2023-03-31 $6,172,764 79,700
2022-12-31 $407,864 5,219
2022-09-30 $327,850 4,697
2022-06-30 $388,530 4,689
2022-03-31 $444,539 5,499
2021-12-31 $491,971 5,996
2021-06-30 $274,153 3,674
2021-03-31 $259,689 3,670
2020-12-31 $260,157 3,686
2020-09-30 $239,137 3,670