Position in WPC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,663,018
+$807,266 QoQ
Shares Held
23,259
+84.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#287
of 891 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Demars Financial Group, LLC holds $1,663,018 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
|
23,259 | $1,663,018 |
All Filings in WPC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,663,018 | 23,259 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $855,752 | 12,592 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $639,416 | 9,935 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $672,389 | 9,951 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,124,586 | 18,028 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,809 | 1,060,816 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $18,324 | 998,292 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $615,710 | 9,883 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $532,168 | 9,667 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $520,546 | 9,223 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $4,121,654 | 76,214 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,518,411 | 66,880 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,162,429 | 66,655 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,358,823 | 68,571 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,576,363 | 65,564 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,980,418 | 72,175 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,908,273 | 73,086 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,055,429 | 61,614 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,331,709 | 59,306 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $451,301 | 6,048 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $412,389 | 5,828 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $238,066 | 3,373 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||