Position in WPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,061,775
+$39,861 QoQ
Shares Held
14,850
-1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#345
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, 2026Kovack Advisors, Inc. holds $1,917,270 across 2 REIT - Diversified names. WPC ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
14,850 | $1,061,775 | |
| 2 | GNL |
Global Net Lease, Inc.
|
95,693 | $855,495 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,775 | 14,850 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,021,914 | 15,037 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $410,552 | 6,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $238,927 | 3,536 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $360,494 | 5,779 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $352,974 | 5,593 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $263,901 | 4,844 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $368,753 | 5,919 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $353,200 | 6,416 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $429,000 | 7,601 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $481,149 | 7,424 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $750,738 | 13,882 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $567,503 | 8,400 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $650,347 | 8,397 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $710,461 | 9,091 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $599,581 | 8,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $671,828 | 8,108 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $593,527 | 7,342 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $589,283 | 7,182 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $610,833 | 8,363 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $624,046 | 8,363 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $591,695 | 8,362 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $539,019 | 7,637 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $457,423 | 7,020 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $541,403 | 8,003 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $519,293 | 8,941 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||