Position in WPC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$495,566
+$5,507 QoQ
Shares Held
6,931
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#476
of 891 holders
Holding Since
Jun 2020
23 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, 2026Teamwork Financial Advisors, LLC holds $1,206,176 across 2 REIT - Diversified names. WPC ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
26,765 | $710,610 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
6,931 | $495,566 |
All Filings in WPC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,566 | 6,931 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $490,059 | 7,211 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $447,237 | 6,949 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $496,774 | 7,352 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $464,606 | 7,448 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $478,436 | 7,581 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $383,430 | 7,038 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $459,836 | 7,381 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $437,152 | 7,941 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $384,074 | 6,805 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $347,835 | 5,367 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $245,415 | 4,538 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $255,309 | 3,779 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $429,924 | 5,551 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $499,925 | 6,397 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $412,308 | 5,907 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $481,416 | 5,810 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $480,351 | 5,942 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $291,441 | 3,552 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $277,990 | 3,806 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $244,902 | 3,282 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $225,016 | 3,180 | Shares | Sole | 2021-04-12 | |
| 2020-06-30 | $326,005 | 4,819 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||