WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WPC — W. P. Carey Inc.
CIK 1632972
PLYMOUTH, MN
Position in WPC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,498,868
-$9,937,362 QoQ
Shares Held
154,486
-51.3% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.8997579068653471.ToString("F0")%
Shared 0.ToString("F0")%
None 99.10024209313465.ToString("F0")%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $32,027,464 across 8 REIT - Diversified names. WPC ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
569,366 | $15,555,079 | |
| 2 | WPC |
W. P. Carey Inc.
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|
154,486 | $10,498,868 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
269,445 | $4,922,760 | |
| 4 | GNL |
Global Net Lease, Inc.
|
29,400 | $275,184 | |
| 5 | AAT |
American Assets Trust, Inc.
|
10,778 | $198,422 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
17,355 | $198,367 | |
| 7 | SAFE |
Safehold Inc.
|
14,315 | $193,681 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
10,011 | $185,103 |
All Filings in WPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,498,868 | 154,486 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $20,436,230 | 317,530 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $20,960,214 | 310,200 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,192,995 | 211,494 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $13,095,892 | 207,509 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,978,210 | 201,509 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $9,057,672 | 145,388 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,894,445 | 143,405 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,797,806 | 138,161 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,480,017 | 146,274 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,789,165 | 147,055 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,816,013 | 42,557 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,470,533 | 45,751 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||