Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$368,725
+$24,916 QoQ
Shares Held
5,157
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#538
of 890 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Family Legacy, Inc. holds $368,725 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
|
5,157 | $368,725 |
All Filings in WPC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,725 | 5,157 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $343,809 | 5,059 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $325,854 | 5,063 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $340,012 | 5,032 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $312,399 | 5,008 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $311,132 | 4,930 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $270,166 | 4,959 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $401,835 | 6,450 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $382,542 | 6,949 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $402,868 | 7,138 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $594,696 | 9,176 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $482,934 | 8,930 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $574,259 | 8,500 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $645,855 | 8,339 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $617,775 | 7,905 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $444,695 | 6,371 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,344 | 2,442 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||