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
0.062%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#9
of 224 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, 2026Sequoia 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
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,947,723 | 139,129 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,429,141 | 153,460 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,687,402 | 150,519 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,862,652 | 145,962 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,041,045 | 144,935 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,231,478 | 146,276 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,118,010 | 149,009 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $9,151,870 | 146,900 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,421,781 | 80,323 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,448,826 | 78,824 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,101,713 | 78,718 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,003,086 | 75,576 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,368,536 | 81,132 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,045,802 | 79,700 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $399,475 | 5,219 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $321,107 | 4,697 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $380,539 | 4,689 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $435,395 | 5,499 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $481,852 | 5,996 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $268,515 | 3,674 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $254,347 | 3,670 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $254,806 | 3,686 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $234,218 | 3,670 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||