Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$239,382
+$11,920 QoQ
Shares Held
3,348
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#635
of 892 holders
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 Jun 30, 2026WealthPLAN Partners, LLC holds $239,382 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
|
3,348 | $239,382 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,382 | 3,348 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $227,462 | 3,347 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $461,396 | 7,169 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $471,300 | 6,975 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $434,913 | 6,972 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $609,705 | 9,661 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $506,228 | 9,292 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $812,018 | 13,034 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,170,252 | 21,258 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,680,403 | 100,645 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,138,774 | 125,579 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $7,107,250 | 131,421 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,524,559 | 66,971 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,463,262 | 135,097 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $21,674,666 | 277,347 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $17,305,989 | 214,077 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $16,527,251 | 201,429 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $14,228,701 | 194,807 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $13,984,830 | 187,414 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $11,913,011 | 168,358 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,845,110 | 153,657 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,016,712 | 138,378 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 | $8,738,556 | 129,173 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $7,574,908 | 130,422 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||