Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,288,787
+$189,840 QoQ
Shares Held
18,025
+5.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#322
of 890 holders
Holding Since
Jun 2020
24 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, 2026Arete Wealth Advisors, LLC holds $4,716,624 across 2 REIT - Diversified names. WPC ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNL |
Global Net Lease, Inc.
|
383,427 | $3,427,837 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
18,025 | $1,288,787 |
All Filings in WPC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,787 | 18,025 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $1,098,947 | 17,075 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,176,258 | 17,408 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,143,799 | 18,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,134,844 | 17,982 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $949,477 | 17,428 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,127,879 | 18,104 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,036,921 | 18,836 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,163,962 | 20,623 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,346,686 | 20,779 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,188,083 | 21,969 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,534,151 | 22,708 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,626,372 | 20,999 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $1,607,232 | 20,566 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,061,308 | 15,205 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $346,106 | 4,177 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,785,190 | 22,083 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,757,839 | 21,424 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,471,536 | 20,147 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,391,215 | 18,644 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $463,761 | 6,554 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $363,134 | 5,145 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $404,513 | 6,208 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $379,246 | 5,606 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||