Position in WPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,543,613
+$84,240 QoQ
Shares Held
21,589
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#296
of 891 holders
Holding Since
Sep 2020
11 quarters on record
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $3,569,696 across 2 REIT - Diversified names. WPC ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
76,312 | $2,026,083 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
21,589 | $1,543,613 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,543,613 | 21,589 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,459,373 | 21,474 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,372,670 | 21,328 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,504,716 | 22,269 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,452,144 | 23,279 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,516,785 | 24,034 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,362,435 | 25,008 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $399,966 | 6,420 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $353,145 | 6,415 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $356,023 | 6,308 | Shares | Sole | 2024-05-02 | |
| 2020-09-30 | $354,926 | 5,447 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||