Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,670,381
+$178,597 QoQ
Shares Held
51,334
-0.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#200
of 890 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, 2026Alpha Omega Wealth Management LLC holds $3,670,381 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.
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|
51,334 | $3,670,381 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,670,381 | 51,334 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,491,784 | 51,380 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,309,391 | 51,420 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,502,693 | 51,838 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,291,355 | 52,763 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,334,290 | 52,833 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,884,824 | 52,952 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $966,709 | 15,517 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $871,221 | 15,826 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $905,466 | 16,043 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,039,746 | 16,043 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $870,526 | 16,097 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,147,776 | 16,989 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,333,301 | 17,215 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,372,235 | 17,559 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,236,785 | 17,719 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,448,557 | 17,482 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,404,433 | 17,373 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,448,428 | 17,653 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,289,374 | 17,653 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,320,997 | 17,703 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,273,892 | 18,003 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,268,181 | 17,968 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,195,881 | 18,353 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,275,879 | 18,860 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,153,468 | 19,860 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||