RITHOLTZ WEALTH MANAGEMENT

Position in WPC — W. P. Carey Inc.

CIK 1698218 NEW YORK, NY

Position in WPC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$308,379

+$42,860 QoQ

Shares Held

4,313

+10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#576

of 898 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $5,073,752 across 3 REIT - Diversified names. WPC ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNL	Global Net Lease, Inc.	474,648	$4,243,353
2	BNL	Broadstone Net Lease, Inc.	25,255	$522,020
3	WPC	W. P. Carey Inc. This page	4,313	$308,379

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,379	4,313	+10.4%	Shares	Sole	2026-08-11
2026-03-31	$265,519	3,907	+20.4%	Shares	Sole	2026-04-20
2024-09-30	$202,225	3,246	+1.2%	Shares	Sole	2024-10-10
2023-12-31	$207,780	3,206	-10.1%	Shares	Sole	2024-01-18
2023-06-30	$240,851	3,565	+36.9%	Shares	Sole	2023-07-17
2023-03-31	$201,757	2,605	-19.0%	Shares	Sole	2023-04-20
2022-12-31	$251,252	3,215	-39.8%	Shares	Sole	2023-01-19
2022-09-30	$372,731	5,340	+26.2%	Shares	Sole	2022-10-19
2021-06-30	$315,791	4,232	—	Shares	Sole	2021-07-20
No filing history on record for this holder in this stock.