Steward Partners Investment Advisory, LLC
Position in WPC — W. P. Carey Inc.
CIK 1723397
STAMFORD, CT
Position in WPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,162,232
+$389,187 QoQ
Shares Held
16,255
+42.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
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, 2026Steward Partners Investment Advisory, LLC holds $2,854,120 across 8 REIT - Diversified names. WPC ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
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|
16,255 | $1,162,232 | |
| 2 | VICI |
Vici Properties Inc.
|
35,816 | $950,914 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
11,639 | $240,578 | |
| 4 | SAFE |
Safehold Inc.
|
14,275 | $224,117 | |
| 5 | AHRT |
AH Realty Trust, Inc.
|
31,512 | $223,104 | |
| 6 | GNL |
Global Net Lease, Inc.
|
3,729 | $33,337 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
470 | $10,109 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
791 | $9,729 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,232 | 16,255 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $773,045 | 11,375 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $633,109 | 9,837 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $825,705 | 12,220 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $637,149 | 10,214 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $695,850 | 11,026 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $700,939 | 12,866 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $740,560 | 11,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $627,184 | 11,393 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $821,032 | 14,547 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $975,131 | 15,046 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $954,836 | 17,656 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,035,153 | 15,322 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,170,966 | 15,119 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $731,093 | 9,355 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $981,945 | 14,068 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,179,428 | 14,234 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,119,310 | 13,846 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,156,248 | 14,092 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,035,561 | 14,178 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,068,782 | 14,323 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $997,928 | 14,103 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $567,674 | 8,043 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $375,191 | 5,758 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $209,241 | 3,093 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $69,289 | 1,193 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||