Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$364,435
+$3,772 QoQ
Shares Held
5,097
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#542
of 892 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $443,872 across 2 REIT - Diversified names. WPC ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
5,097 | $364,435 | |
| 2 | AHRT |
AH Realty Trust, Inc.
|
11,220 | $79,437 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,435 | 5,097 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $360,663 | 5,307 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $851,804 | 13,235 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $912,600 | 13,506 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $838,449 | 13,441 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $725,954 | 11,503 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $582,990 | 10,701 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $666,485 | 10,698 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $646,672 | 11,747 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $779,944 | 13,819 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,096,909 | 16,925 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,010,377 | 18,683 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $987,389 | 14,615 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,010,102 | 13,042 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,235,942 | 15,815 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $998,069 | 14,299 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $789,406 | 9,527 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $745,587 | 9,223 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $732,624 | 8,929 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $608,423 | 8,330 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $571,066 | 7,653 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $505,792 | 7,148 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $522,715 | 7,406 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $520,433 | 7,987 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $679,612 | 10,046 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $583,529 | 10,047 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||