BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in WPC — W. P. Carey Inc.
CIK 1654599
MORRISTOWN, NJ
Position in WPC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$125,625
+$6,084 QoQ
Shares Held
1,757
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 891 holders
Holding Since
Mar 2020
22 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $180,238 across 2 REIT - Diversified names. WPC ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
1,757 | $125,625 | |
| 2 | VICI |
Vici Properties Inc.
|
2,057 | $54,613 |
All Filings in WPC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,625 | 1,757 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $119,541 | 1,759 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $330,693 | 6,070 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $537,586 | 8,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $558,537 | 10,146 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $699,573 | 12,395 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $868,972 | 13,408 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $961,001 | 17,770 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,208,175 | 17,883 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,244,389 | 16,067 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,197,179 | 15,319 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,035,691 | 14,838 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,232,127 | 14,870 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,094,573 | 13,540 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,040,886 | 12,686 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $908,252 | 12,435 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $973,119 | 13,041 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $956,533 | 13,518 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $934,902 | 13,246 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $866,823 | 13,303 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $636,045 | 9,402 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $563,724 | 9,706 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||