Position in WPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$375,947
+$92,622 QoQ
Shares Held
5,258
+26.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
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, 2026OneDigital Investment Advisors LLC holds $375,947 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
|
5,258 | $375,947 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,947 | 5,258 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $283,325 | 4,169 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $314,398 | 4,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $335,890 | 4,971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $317,327 | 5,087 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $413,307 | 6,549 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $427,776 | 7,852 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $494,101 | 7,931 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $443,042 | 8,048 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $466,984 | 8,274 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $543,561 | 8,387 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $402,896 | 7,450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $516,901 | 7,651 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $581,959 | 7,514 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $538,687 | 6,893 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $571,103 | 8,182 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $466,998 | 5,636 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $339,932 | 4,205 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $348,384 | 4,246 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $442,111 | 6,053 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $318,179 | 4,264 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $330,449 | 4,670 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $377,108 | 5,343 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $390,047 | 5,986 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $314,843 | 4,654 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $241,380 | 4,156 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||