Capital Analysts, LLC

Position in WPC — W. P. Carey Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in WPC

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

Position Value

$111,397

+$827 QoQ

Shares Held

1,558

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#712

of 891 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Capital Analysts, LLC holds $118,253 across 3 REIT - Diversified names. WPC ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	1,558	$111,397
2	JBGS	JBG SMITH Properties	395	$5,794
3	VICI	Vici Properties Inc.	40	$1,062

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,397	1,558	-4.2%	Shares	Defined	2026-08-05
2026-03-31	$110,570	1,627	+50.0%	Shares	Defined	2026-05-14
2025-09-30	$73,312	1,085	+12.6%	Shares	Defined	2025-11-14
2025-06-30	$60,134	964	+0.7%	Shares	Defined	2025-08-13
2025-03-31	$60,396	957	+0.7%	Shares	Defined	2025-05-14
2024-12-31	$51,756	950	+0.7%	Shares	Defined	2025-02-14
2024-09-30	$58,748	943	+0.6%	Shares	Defined	2024-11-13
2024-06-30	$51,581	937	+0.8%	Shares	Defined	2024-08-14
2024-03-31	$52,489	930	+0.5%	Shares	Defined	2024-05-14
2023-12-31	$59,949	925	+1.0%	Shares	Defined	2024-01-30
2023-09-30	$49,537	916	+0.7%	Shares	Defined	2023-11-13
2023-06-30	$61,478	910	+0.7%	Shares	Defined	2023-08-11
2023-03-31	$70,013	904	+9.0%	Shares	Defined	2023-05-05
2022-12-31	$64,785	829	+18.6%	Shares	Defined	2023-02-08
2022-09-30	$48,789	699	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$57,504	694	+8.6%	Shares	Defined	2022-08-12
2022-03-31	$51,656	639	+49.3%	Shares	Defined	2022-05-12
2021-12-31	$35,117	428	+1.2%	Shares	Defined	2022-02-10
2021-09-30	$30,895	423	+14.9%	Shares	Defined	2021-11-04
2021-06-30	$27,460	368	+1.4%	Shares	Defined	2021-11-15
2021-03-31	$25,685	363	+2.5%	Shares	Defined	2021-05-17
2020-12-31	$24,985	354	0.0%	Shares	Sole	2021-02-16
2020-09-30	$23,066	354	0.0%	Shares	Sole	2020-11-12
2020-06-30	$23,948	354	+1.4%	Shares	Sole	2020-08-07
2020-03-31	$20,269	349	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.