Baird Financial Group, Inc.

Position in WPC — W. P. Carey Inc.

CIK 1648711 MILWAUKEE, WI

Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,953,234

+$594,244 QoQ

Shares Held

55,290

+11.9% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#196

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

Baird Financial Group, Inc. holds $38,805,457 across 3 REIT - Diversified names. WPC ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	1,307,479	$34,713,566
2	WPC	W. P. Carey Inc. This page	55,290	$3,953,234
3	GOOD	Gladstone Commercial Corp	11,273	$138,657

All Filings in WPC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,953,234	55,290	+11.9%	Shares	Defined	2026-08-12
2026-03-31	$3,358,990	49,426	+0.6%	Shares	Defined	2026-05-14
2025-12-31	$3,162,328	49,135	-0.8%	Shares	Defined	2026-02-13
2025-09-30	$3,347,079	49,535	+1.1%	Shares	Defined	2025-11-13
2025-06-30	$3,056,869	49,004	-2.6%	Shares	Defined	2025-08-13
2025-03-31	$3,176,768	50,337	-1.3%	Shares	Defined	2025-05-15
2024-12-31	$2,778,643	51,003	+234.6%	Shares	Defined	2025-02-14
2024-09-30	$949,576	15,242	+19.7%	Shares	Defined	2024-11-14
2024-06-30	$701,061	12,735	+28.1%	Shares	Defined	2024-08-14
2024-03-31	$561,238	9,944	+30.8%	Shares	Defined	2024-05-14
2023-12-31	$492,880	7,605	-73.9%	Shares	Defined	2024-02-14
2023-09-30	$1,574,376	29,112	-7.0%	Shares	Defined	2023-11-13
2023-06-30	$2,114,084	31,292	-11.6%	Shares	Defined	2023-08-11
2023-03-31	$2,741,651	35,399	-0.1%	Shares	Defined	2023-05-15
2022-12-31	$2,768,619	35,444	-5.5%	Shares	Defined	2023-02-13
2022-09-30	$2,618,265	37,511	+4.7%	Shares	Defined	2022-11-15
2022-06-30	$2,967,629	35,815	+5.8%	Shares	Defined	2022-08-08
2022-03-31	$2,737,808	33,867	+4.2%	Shares	Defined	2022-05-13
2021-12-31	$2,666,461	32,498	+5.1%	Shares	Defined	2022-02-09
2021-09-30	$2,259,419	30,934	+8.9%	Shares	Defined	2021-11-12
2021-06-30	$2,120,103	28,412	+3.6%	Shares	Defined	2021-08-11
2021-03-31	$1,940,379	27,422	+13.4%	Shares	Defined	2021-05-13
2020-12-31	$1,706,552	24,179	+111.8%	Shares	Defined	2021-02-11
2020-09-30	$743,736	11,414	-24.8%	Shares	Defined	2020-11-12
2020-06-30	$1,026,859	15,179	+7.1%	Shares	Defined	2020-10-22
2020-03-31	$823,167	14,173	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.