Position in WPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,060,583
+$416,726 QoQ
Shares Held
15,606
+56.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026IHT Wealth Management, LLC holds $1,120,583 across 2 REIT - Diversified names. WPC ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
15,606 | $1,060,583 | |
| 2 | NXDT |
Nexpoint Diversified Real Estate Trust
|
12,848 | $60,000 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,060,583 | 15,606 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $643,857 | 10,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $667,591 | 9,880 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $563,852 | 9,039 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $591,656 | 9,375 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $416,063 | 7,637 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $587,489 | 9,430 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $424,270 | 7,707 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $502,767 | 8,908 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $672,144 | 10,371 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $890,545 | 16,813 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,019,288 | 15,404 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,225,090 | 16,150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,219,247 | 15,929 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $828,780 | 12,123 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $647,541 | 7,979 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $547,273 | 6,912 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $510,783 | 6,356 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $499,690 | 6,985 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $603,610 | 8,259 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $599,484 | 8,650 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $511,964 | 7,406 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $433,719 | 6,796 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $431,277 | 6,509 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $743,947 | 13,078 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||