BFSG, LLC

Position in WPC — W. P. Carey Inc.

CIK 1706836 IRVINE, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$149,935

+$7,423 QoQ

Shares Held

2,097

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#697

of 891 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BFSG, LLC holds $647,950 across 4 REIT - Diversified names. WPC ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNL	Global Net Lease, Inc.	22,623	$202,249
2	JBGS	JBG SMITH Properties	10,420	$152,861
3	WPC	W. P. Carey Inc. This page	2,097	$149,935
4	AAT	American Assets Trust, Inc.	5,788	$142,905

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,935	2,097	0.0%	Shares	Sole	2026-07-20
2026-03-31	$142,512	2,097	-12.4%	Shares	Sole	2026-04-29
2025-12-31	$154,013	2,393	-10.5%	Shares	Sole	2026-01-22
2025-09-30	$180,614	2,673	-4.6%	Shares	Sole	2025-10-29
2025-06-30	$174,851	2,803	+2.4%	Shares	Sole	2025-07-15
2025-03-31	$172,795	2,738	+27280.0%	Shares	Sole	2025-04-18
2024-06-30	$550	10	0.0%	Shares	Sole	2024-07-29
2024-03-31	$564	10	0.0%	Shares	Sole	2024-04-23
2023-12-31	$648	10	-99.9%	Shares	Sole	2024-04-23
2023-09-30	$788,973	14,589	+61.8%	Shares	Sole	2023-10-20
2023-06-30	$609,053	9,015	+196.9%	Shares	Sole	2023-08-07
2023-03-31	$235,138	3,036	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.