Position in WPC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,603,888
+$68,060 QoQ
Shares Held
22,432
-0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#289
of 890 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, 2026INSPIRION WEALTH ADVISORS, LLC holds $1,603,888 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.
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|
22,432 | $1,603,888 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,888 | 22,432 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,535,828 | 22,599 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,502,226 | 23,341 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,309,475 | 34,179 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,489,572 | 23,879 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,659,793 | 26,300 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,638,921 | 30,083 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,129,351 | 34,179 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,003,104 | 36,387 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,108,654 | 37,361 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,586,567 | 39,910 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,820,273 | 52,150 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,737,620 | 55,323 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,327,983 | 55,881 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,487,685 | 57,424 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,358,588 | 62,444 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,255,476 | 63,426 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,195,264 | 64,266 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,420,880 | 66,068 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,074,234 | 69,472 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $5,191,984 | 69,579 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $5,014,477 | 70,866 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $5,071,313 | 71,852 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,850,250 | 74,436 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $5,102,368 | 75,423 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $4,770,167 | 82,131 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||