Position in WPC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,691,332
-$1,148,036 QoQ
Shares Held
23,655
-43.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#283
of 890 holders
Holding Since
Mar 2026
2 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, 2026CMH Wealth Management LLC holds $1,691,332 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
|
23,655 | $1,691,332 |
All Filings in WPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,691,332 | 23,655 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,839,368 | 41,780 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||