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Belpointe Asset Management LLC

Position in WPC — W. P. Carey Inc.

CIK 1721242 RENO, NV

Position in WPC

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$1,552,622
+$81,288 QoQ
Shares Held
21,715
+0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#293
of 892 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

Belpointe Asset Management LLC holds $2,065,717 across 3 REIT - Diversified names. WPC ranks #1 (75.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page
21,715 $1,552,622

All Filings in WPC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,552,622 21,715
2026-03-31 $1,471,334 21,650
2025-12-31 $1,419,395 22,054
2025-09-30 $1,608,841 23,810
2025-06-30 $1,482,647 23,768
2025-03-31 $1,465,477 23,221
2024-12-31 $1,032,014 18,943
2024-09-30 $1,308,798 21,008
2024-06-30 $1,053,822 19,143
2024-03-31 $937,073 16,603
2023-12-31 $1,103,779 17,031
2023-09-30 $860,953 15,920
2023-06-30 $835,919 12,373
2023-03-31 $3,387,740 43,741
2022-12-31 $3,425,157 43,828
2022-09-30 $1,995,231 28,585
2022-06-30 $1,606,903 19,393
2022-03-31 $1,595,458 19,736
2021-12-31 $1,608,918 19,609
2021-09-30 $1,422,088 19,470
2021-06-30 $1,406,512 18,849
2021-03-31 $602,167 8,510
2020-12-31 $495,753 7,024
2020-09-30 $501,080 7,690
2020-06-30 $508,863 7,522
2020-03-31 $424,332 7,306