Position in WPC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$945,301
+$16,288 QoQ
Shares Held
13,221
-3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#360
of 892 holders
Holding Since
Mar 2024
10 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, 2026Nicholas Hoffman & Company, LLC. holds $945,301 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
|
13,221 | $945,301 |
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,301 | 13,221 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $929,013 | 13,670 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $879,801 | 13,670 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $948,480 | 14,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $883,487 | 14,163 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,154,660 | 18,296 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $997,910 | 18,317 | Shares | Sole | 2025-06-23 | |
| 2024-09-30 | $864,412 | 13,875 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $772,626 | 14,035 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $575,405 | 10,195 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||