Position in WPC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$461,532
+$41,879 QoQ
Shares Held
6,455
+4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#486
of 890 holders
Holding Since
Jun 2020
20 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, 2026Valeo Financial Advisors, LLC holds $607,016 across 2 REIT - Diversified names. WPC ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
6,455 | $461,532 | |
| 2 | GOOD |
Gladstone Commercial Corp
|
11,828 | $145,484 |
All Filings in WPC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,532 | 6,455 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $419,653 | 6,175 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $382,234 | 5,939 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $382,311 | 5,658 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $347,830 | 5,576 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $360,799 | 5,717 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $294,028 | 5,397 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $335,547 | 5,386 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $296,499 | 5,386 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $303,985 | 5,386 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $349,066 | 5,386 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $291,274 | 5,386 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $363,878 | 5,386 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $417,145 | 5,386 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $420,915 | 5,386 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $383,411 | 5,493 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $459,872 | 5,550 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $445,671 | 5,513 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $452,341 | 5,513 | Shares | Sole | 2022-01-07 | |
| 2020-06-30 | $67 | 1 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||