Summit Trail Advisors, LLC

Position in WPC — W. P. Carey Inc.

CIK 1698478 NEW YORK, NY

Position in WPC

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

Position Value

$1,536,606

-$3,299 QoQ

Shares Held

21,491

-5.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#298

of 891 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $4,829,881 across 3 REIT - Diversified names. WPC ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	70,876	$1,881,757
2	WPC	W. P. Carey Inc. This page	21,491	$1,536,606
3	JBGS	JBG SMITH Properties	96,218	$1,411,518

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,536,606	21,491	-5.2%	Shares	Sole	2026-08-11
2026-03-31	$1,539,905	22,659	+45.2%	Shares	Sole	2026-05-12
2025-12-31	$1,004,273	15,604	+48.3%	Shares	Sole	2026-02-17
2025-09-30	$711,174	10,525	+144.3%	Shares	Sole	2025-11-14
2025-06-30	$268,733	4,308	-18.1%	Shares	Sole	2025-08-14
2025-03-31	$332,021	5,261	+45.5%	Shares	Sole	2025-04-28
2024-12-31	$197,054	3,617	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.