Capital Investment Advisory Services, LLC
Position in WPC — W. P. Carey Inc.
CIK 1659203
RALEIGH, NC
Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$638,709
+$31,827 QoQ
Shares Held
8,933
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#431
of 890 holders
Holding Since
Mar 2020
26 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, 2026Capital Investment Advisory Services, LLC holds $761,338 across 2 REIT - Diversified names. WPC ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
8,933 | $638,709 | |
| 2 | GNL |
Global Net Lease, Inc.
|
13,717 | $122,629 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,709 | 8,933 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $606,882 | 8,930 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $568,234 | 8,829 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $583,534 | 8,636 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $519,812 | 8,333 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $525,706 | 8,330 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $473,867 | 8,698 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $525,749 | 8,439 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $460,988 | 8,374 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $407,327 | 7,217 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $476,871 | 7,358 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $415,388 | 7,681 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $608,310 | 9,004 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $685,277 | 8,848 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $770,949 | 9,865 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $676,570 | 9,693 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $832,576 | 10,048 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $798,133 | 9,873 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $722,696 | 8,808 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $601,046 | 8,229 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $595,392 | 7,979 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $554,546 | 7,837 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $518,762 | 7,350 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $403,014 | 6,185 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $436,477 | 6,452 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $352,371 | 6,067 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||