Skip to main content
Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in WPC — W. P. Carey Inc.

CIK 1631073 WASHINGTON, DC
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,001
-$2,736 QoQ
Shares Held
14
-74.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#873
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $2,362 across 4 REIT - Diversified names. WPC ranks #1 (42.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page 		14 $1,001
2 VICI
Vici Properties Inc.
 24 $637
3 GNL
Global Net Lease, Inc.
 46 $411
4 ESRT
Empire State Realty Trust, Inc.
 58 $313

All Filings in WPC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,001 14
2026-03-31 $3,737 55
2025-12-31 $901 14
2025-09-30 $945 14
2025-06-30 $873 14
2025-03-31 $883 14
2024-12-31 $762 14
2024-09-30 $872 14
2024-06-30 $770 14
2024-03-31 $790 14
2023-12-31 $907 14
2023-09-30 $741 14
2023-06-30 $926 14
2023-03-31 $1,061 14
2022-12-31 $1,071 14
2022-09-30 $1,914 28
2022-06-30 $2,272 28
2022-03-31 $2,216 28
2021-12-31 $2,973 37
2021-09-30 $2,074 29
2021-06-30 $2,119 29
2021-03-31 $2,009 29
2020-12-31 $1,866 27
2020-09-30 $1,084 17
2020-06-30 $927 14
2020-03-31 $1,422 25

Report a Problem

Category
Description
Email (optional, for follow-up)