Virtue Capital Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1729985 BRENTWOOD, TN

Position in WPC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$204,061

-$42,446 QoQ

Shares Held

2,854

-26.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#669

of 890 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Virtue Capital Management, LLC holds $204,061 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	2,854	$204,061

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,061	2,854	-26.9%	Shares	Sole	2026-08-05
2025-03-31	$246,507	3,906	-7.9%	Shares	Sole	2025-05-15
2024-06-30	$233,577	4,243	-7.0%	Shares	Sole	2024-08-13
2024-03-31	$257,592	4,564	-33.2%	Shares	Sole	2024-05-15
2023-12-31	$442,846	6,833	-16.6%	Shares	Sole	2024-02-15
2023-09-30	$442,969	8,191	0.0%	Shares	Sole	2023-11-14
2023-06-30	$553,383	8,191	+12.5%	Shares	Sole	2023-07-18
2023-03-31	$563,835	7,280	+2.3%	Shares	Sole	2023-05-11
2022-12-31	$556,271	7,118	+10.6%	Shares	Sole	2023-02-10
2022-03-31	$520,367	6,437	+36.6%	Shares	Sole	2022-05-16
2021-12-31	$386,537	4,711	+4.1%	Shares	Sole	2022-01-24
2021-09-30	$330,579	4,526	-6.1%	Shares	Sole	2021-11-12
2021-06-30	$359,817	4,822	-28.4%	Shares	Sole	2021-07-15
2021-03-31	$476,356	6,732	-8.1%	Shares	Sole	2021-05-13
2020-12-31	$517,280	7,329	-32.3%	Shares	Sole	2021-02-16
2020-09-30	$705,552	10,828	-32.0%	Shares	Sole	2020-11-16
2020-06-30	$1,077,597	15,929	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.