Position in WPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,986,985
+$89,202 QoQ
Shares Held
27,790
-0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#266
of 892 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, 2026Gradient Capital Advisors, LLC holds $1,986,985 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
|
27,790 | $1,986,985 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,986,985 | 27,790 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,897,783 | 27,925 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,801,886 | 27,997 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,905,474 | 28,200 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,781,073 | 28,552 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,846,661 | 29,261 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,624,157 | 29,812 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,958,836 | 31,442 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,797,712 | 32,656 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,856,537 | 32,894 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,215,205 | 34,180 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,837,693 | 33,981 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,384,596 | 35,296 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,771,393 | 35,783 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,678,825 | 34,278 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,372,360 | 33,988 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,618,292 | 31,599 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,463,923 | 30,479 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,472,577 | 30,135 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,173,012 | 29,751 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,177,485 | 29,181 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,898,278 | 26,827 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,893,026 | 26,821 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,721,723 | 26,423 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,795,499 | 26,541 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,554,511 | 26,765 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||