Position in WPC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,429,713
+$119,277 QoQ
Shares Held
33,982
-0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#240
of 892 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, 2026Wealthcare Advisory Partners LLC holds $2,429,713 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
|
33,982 | $2,429,713 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429,713 | 33,982 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,310,436 | 33,997 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,212,761 | 34,381 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,314,002 | 34,246 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,230,958 | 35,764 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,174,644 | 34,458 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,751,423 | 32,148 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,140,378 | 34,356 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,565,566 | 28,439 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,523,654 | 26,996 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,773,136 | 27,359 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,595,901 | 29,510 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,925,594 | 28,502 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,174,486 | 28,076 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,806,671 | 23,118 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,592,346 | 22,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,810,573 | 21,851 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,802,328 | 22,295 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,757,018 | 21,414 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,517,405 | 20,775 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,514,785 | 20,300 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,387,462 | 19,608 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,383,297 | 19,599 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,285,476 | 19,728 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,294,009 | 19,128 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,049,970 | 18,078 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||