Patriot Financial Group Insurance Agency, LLC
InsurancePosition in WPC — W. P. Carey Inc.
CIK 1694883
Westborough, MA
Position in WPC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$220,462
+$825 QoQ
Shares Held
3,244
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
All Filings in WPC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,462 | 3,244 | Shares | Sole | 2026-04-22 | |
| 2023-06-30 | $219,637 | 3,251 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $249,776 | 3,225 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $250,314 | 3,203 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $224,825 | 3,221 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $63,967 | 772 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $66,046 | 817 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $84,183 | 1,026 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $135,197 | 1,851 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $144,613 | 1,938 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $130,905 | 1,850 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $129,514 | 1,835 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $39,421 | 605 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $40,522 | 599 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $127,369 | 2,193 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||