AE Wealth Management LLC

Position in WPC — W. P. Carey Inc.

CIK 1697723 TOPEKA, KS

Position in WPC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$798,294

-$9,066 QoQ

Shares Held

11,165

-6.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#394

of 890 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $1,846,517 across 5 REIT - Diversified names. WPC ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	11,165	$798,294
2	VICI	Vici Properties Inc.	13,134	$348,701
3	GNL	Global Net Lease, Inc.	35,445	$316,875
4	SAFE	Safehold Inc.	12,925	$202,915
5	AHRT	AH Realty Trust, Inc.	25,388	$179,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,294	11,165	-6.0%	Shares	Sole	2026-08-03
2026-03-31	$807,360	11,880	+7.6%	Shares	Other	2026-05-13
2025-12-31	$710,789	11,044	+4.7%	Shares	Sole	2026-01-26
2025-09-30	$712,795	10,549	+1.9%	Shares	Sole	2025-11-03
2025-06-30	$645,569	10,349	+15.7%	Shares	Other	2025-08-06
2025-03-31	$564,391	8,943	+94.8%	Shares	Other	2025-05-06
2024-12-31	$250,062	4,590	-41.6%	Shares	Sole	2025-02-13
2024-09-30	$489,989	7,865	-19.6%	Shares	Sole	2024-11-14
2024-06-30	$538,278	9,778	+20.0%	Shares	Other	2024-08-12
2024-03-31	$459,816	8,147	-83.6%	Shares	Sole	2024-05-15
2023-12-31	$3,227,084	49,793	-10.0%	Shares	Sole	2024-02-14
2023-09-30	$2,990,733	55,302	+4.2%	Shares	Sole	2023-10-11
2023-06-30	$3,586,083	53,080	+4.7%	Shares	Sole	2023-07-10
2023-03-31	$3,928,341	50,721	-7.4%	Shares	Sole	2023-04-14
2022-12-31	$4,280,744	54,776	+4.2%	Shares	Sole	2023-01-31
2022-09-30	$3,667,638	52,545	+40.0%	Shares	Sole	2022-10-25
2022-06-30	$3,109,486	37,527	+24.5%	Shares	Sole	2022-08-03
2022-03-31	$2,436,599	30,141	+10.6%	Shares	Sole	2022-04-18
2021-12-31	$2,235,124	27,241	+32.5%	Shares	Sole	2022-01-20
2021-09-30	$1,501,702	20,560	+14.5%	Shares	Sole	2021-11-01
2021-06-30	$1,339,503	17,951	+4.1%	Shares	Sole	2021-07-21
2021-03-31	$1,220,539	17,249	+2.5%	Shares	Sole	2021-04-27
2020-12-31	$1,187,437	16,824	-19.1%	Shares	Sole	2021-02-01
2020-09-30	$1,354,350	20,785	-23.4%	Shares	Sole	2020-11-06
2020-06-30	$1,835,345	27,130	-6.8%	Shares	Sole	2020-08-05
2020-03-31	$1,690,999	29,115	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.