HighPoint Advisor Group LLC

Position in WPC — W. P. Carey Inc.

CIK 1616034 DOWNERS GROVE, IL

Position in WPC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$562,919

+$54,443 QoQ

Shares Held

7,873

+5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#454

of 891 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $835,693 across 2 REIT - Diversified names. WPC ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	7,873	$562,919
2	VICI	Vici Properties Inc.	10,274	$272,774

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,919	7,873	+5.2%	Shares	Sole	2026-08-05
2026-03-31	$508,476	7,482	-82.4%	Shares	Sole	2026-05-14
2025-12-31	$2,731,567	42,442	-6.1%	Shares	Sole	2026-02-04
2025-09-30	$3,053,353	45,188	+13.0%	Shares	Sole	2025-11-05
2025-06-30	$2,493,827	39,978	-10.6%	Shares	Sole	2025-08-07
2025-03-31	$2,823,541	44,740	-6.9%	Shares	Sole	2025-05-05
2024-12-31	$2,618,853	48,070	+0.1%	Shares	Sole	2025-02-12
2024-09-30	$2,991,459	48,017	-0.5%	Shares	Sole	2024-11-04
2024-06-30	$2,656,713	48,260	-12.6%	Shares	Sole	2024-08-08
2024-03-31	$3,116,221	55,213	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$3,670,708	56,638	+29.4%	Shares	Sole	2024-03-26
2022-06-30	$3,628,023	43,785	+9.9%	Shares	Sole	2022-08-15
2021-09-30	$2,909,767	39,838	-7.9%	Shares	Sole	2021-11-15
2021-06-30	$3,228,657	43,268	+3.5%	Shares	Sole	2021-07-29
2021-03-31	$2,958,475	41,810	-1.6%	Shares	Sole	2021-04-12
2020-12-31	$3,000,002	42,505	+13.8%	Shares	Sole	2021-02-10
2020-09-30	$2,434,117	37,356	-9.4%	Shares	Sole	2020-11-06
2020-06-30	$2,789,887	41,240	-11.1%	Shares	Sole	2020-08-13
2020-03-31	$2,695,027	46,402	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.