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IHT Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1697490 Chicago, IL

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,088,301
+$27,718 QoQ
Shares Held
15,221
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#346
of 898 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, 2026

IHT Wealth Management, LLC holds $1,088,301 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
15,221 $1,088,301

All Filings in WPC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,088,301 15,221
2026-03-31 $1,060,583 15,606
2025-12-31 $643,857 10,004
2025-09-30 $667,591 9,880
2025-06-30 $563,852 9,039
2025-03-31 $591,656 9,375
2024-12-31 $416,063 7,637
2024-09-30 $587,489 9,430
2024-06-30 $424,270 7,707
2024-03-31 $502,767 8,908
2023-12-31 $672,144 10,371
2023-09-30 $909,247 16,813
2023-06-30 $1,040,693 15,404
2023-03-31 $1,250,817 16,150
2022-12-31 $1,244,851 15,929
2022-09-30 $846,184 12,123
2022-06-30 $661,139 7,979
2022-03-31 $558,766 6,912
2021-12-31 $521,509 6,356
2021-09-30 $510,184 6,985
2021-06-30 $616,286 8,259
2021-03-31 $612,073 8,650
2020-12-31 $522,715 7,406
2020-09-30 $442,827 6,796
2020-06-30 $440,334 6,509
2020-03-31 $759,570 13,078