Sound Income Strategies, LLC

Position in WPC — W. P. Carey Inc.

CIK 1730960 Ft Lauderdale, FL

Position in WPC

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$197,016

-$3,594 QoQ

Shares Held

2,899

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sound Income Strategies, LLC holds $19,443,877 across 2 REIT - Diversified names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VICI	Vici Properties Inc.	726,738	$19,294,893
2	AHRT	AH Realty Trust, Inc.	21,043	$148,984

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$197,016	2,899	-7.0%	Shares	Sole	2026-04-27
2025-12-31	$200,610	3,117	-0.5%	Shares	Sole	2026-01-21
2025-09-30	$211,629	3,132	-19.4%	Shares	Sole	2025-10-10
2025-06-30	$242,471	3,887	-5.0%	Shares	Sole	2025-07-17
2025-03-31	$258,309	4,093	-2.5%	Shares	Sole	2025-04-17
2024-12-31	$228,816	4,200	-13.7%	Shares	Sole	2025-01-21
2024-09-30	$303,089	4,865	-1.0%	Shares	Sole	2024-10-10
2024-06-30	$270,570	4,915	-6.0%	Shares	Sole	2024-07-12
2024-03-31	$295,124	5,229	+2.6%	Shares	Sole	2024-04-15
2023-12-31	$330,206	5,095	-7.0%	Shares	Sole	2024-01-10
2023-09-30	$296,142	5,476	+26.5%	Shares	Sole	2023-10-12
2023-06-30	$292,399	4,328	+47.9%	Shares	Sole	2023-07-10
2023-03-31	$226,696	2,927	+58.0%	Shares	Sole	2023-04-10
2022-12-31	$144,811	1,853	+14.7%	Shares	Sole	2023-01-11
2022-09-30	$112,796	1,616	-0.8%	Shares	Sole	2022-10-18
2022-06-30	$134,978	1,629	+19.4%	Shares	Sole	2022-07-11
2022-03-31	$110,265	1,364	-1.4%	Shares	Sole	2022-04-11
2021-12-31	$113,475	1,383	-3.6%	Shares	Sole	2022-01-13
2021-09-30	$104,739	1,434	+0.2%	Shares	Sole	2021-10-12
2021-06-30	$106,781	1,431	+7.9%	Shares	Sole	2021-07-13
2021-03-31	$93,827	1,326	-21.5%	Shares	Sole	2021-04-14
2020-12-31	$119,209	1,689	+0.1%	Shares	Sole	2021-01-11
2020-09-30	$109,924	1,687	+17.1%	Shares	Sole	2020-10-08
2020-06-30	$97,483	1,441	-4.3%	Shares	Sole	2020-07-13
2020-03-31	$87,468	1,506	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.