Position in WPC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$250,296
+$13,066 QoQ
Shares Held
3,683
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Capital Planning Advisors, LLC holds $250,296 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
|
3,683 | $250,296 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,296 | 3,683 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $237,230 | 3,686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $246,562 | 3,649 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $227,499 | 3,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,035 | 3,645 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $227,831 | 3,657 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,317 | 3,657 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $206,401 | 3,657 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,713 | 3,745 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $213,778 | 3,953 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $253,079 | 3,746 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $286,255 | 3,696 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,796 | 3,721 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $255,398 | 3,659 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $313,210 | 3,780 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $295,793 | 3,659 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $302,600 | 3,688 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $265,062 | 3,629 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $270,795 | 3,629 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $358,682 | 5,069 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $357,769 | 5,069 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $330,296 | 5,069 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $356,448 | 5,269 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $306,023 | 5,269 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||