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FLC Capital Advisors

Position in WPC — W. P. Carey Inc.

CIK 1713697 PALM DESERT, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$545,902
+$27,028 QoQ
Shares Held
7,635
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#460
of 890 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

FLC Capital Advisors holds $545,902 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
7,635 $545,902

All Filings in WPC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $545,902 7,635
2026-03-31 $518,874 7,635
2025-12-31 $473,818 7,362
2025-09-30 $497,450 7,362
2025-06-30 $490,431 7,862
2025-03-31 $486,514 7,709
2024-12-31 $393,509 7,223
2024-09-30 $515,096 8,268
2024-06-30 $476,788 8,661
2024-03-31 $497,292 8,811
2023-12-31 $683,745 10,550
2023-09-30 $726,402 13,432
2023-06-30 $907,465 13,432
2023-03-31 $1,456,756 18,809
2022-12-31 $1,577,692 20,188
2022-09-30 $1,405,770 20,140
2022-06-30 $1,668,799 20,140
2022-03-31 $1,571,368 19,438
2021-12-31 $1,300,820 15,854
2021-09-30 $1,187,703 16,261
2021-06-30 $1,223,096 16,391
2021-03-31 $1,159,827 16,391
2020-12-31 $1,122,786 15,908
2020-09-30 $1,049,597 16,108
2020-06-30 $1,131,040 16,719
2020-03-31 $941,244 16,206