Position in WPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$257,257
+$12,737 QoQ
Shares Held
3,598
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#611
of 891 holders
Holding Since
Mar 2020
24 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, 2026LexAurum Advisors, LLC holds $257,257 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
|
3,598 | $257,257 |
All Filings in WPC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,257 | 3,598 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $244,520 | 3,598 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $243,387 | 3,602 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $224,692 | 3,602 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $227,322 | 3,602 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $250,072 | 4,014 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $245,743 | 4,464 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $282,990 | 5,014 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $345,048 | 5,324 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $321,559 | 5,946 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $429,546 | 6,358 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $519,379 | 6,706 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $524,308 | 6,709 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $468,218 | 6,708 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $549,775 | 6,635 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $536,211 | 6,633 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $544,155 | 6,632 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $404,057 | 5,532 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $412,797 | 5,532 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $450,811 | 6,371 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $500,835 | 7,096 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $462,375 | 7,096 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $542,417 | 8,018 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $465,685 | 8,018 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||