Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$277,277
+$13,729 QoQ
Shares Held
3,878
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#593
of 891 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, 2026Insight Wealth Partners, LLC holds $277,277 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.
This page
|
3,878 | $277,277 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,277 | 3,878 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $263,548 | 3,878 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $249,073 | 3,870 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $260,549 | 3,856 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,537 | 3,856 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $243,352 | 3,856 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $210,074 | 3,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,986 | 3,820 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $281,911 | 5,121 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $461,509 | 8,177 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $551,662 | 8,512 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $499,807 | 9,242 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $624,389 | 9,242 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $715,792 | 9,242 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $768,370 | 9,832 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $686,273 | 9,832 | Shares | Sole | 2022-12-01 | |
| 2022-06-30 | $814,679 | 9,832 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $809,531 | 10,014 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $821,648 | 10,014 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $731,422 | 10,014 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $747,244 | 10,014 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $756,141 | 10,686 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $775,180 | 10,983 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $715,652 | 10,983 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $743,000 | 10,983 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $637,892 | 10,983 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||