Position in WPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,107,964
+$58,322 QoQ
Shares Held
15,496
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#340
of 890 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Wealthstar Advisors, LLC holds $1,107,964 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.
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|
15,496 | $1,107,964 |
All Filings in WPC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,964 | 15,496 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,049,642 | 15,445 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $990,693 | 15,393 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,037,672 | 15,357 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $953,790 | 15,290 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $965,646 | 15,301 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $862,963 | 15,840 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $1,023,821 | 18,140 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,414,931 | 21,832 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,354,271 | 25,042 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,713,929 | 25,369 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,955,844 | 25,253 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,977,038 | 25,298 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,790,647 | 25,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,131,738 | 25,727 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,089,310 | 25,845 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,116,069 | 25,790 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,931,104 | 26,439 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,999,964 | 26,802 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $1,816,800 | 31,281 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||