Position in WPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,599
-$6,708 QoQ
Shares Held
2,386
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#693
of 892 holders
Holding Since
Dec 2021
19 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, 2026Larson Financial Group LLC holds $2,725,599 across 9 REIT - Diversified names. WPC ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
93,634 | $2,485,982 | |
| 2 | WPC |
W. P. Carey Inc.
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|
2,386 | $170,599 | |
| 3 | GNL |
Global Net Lease, Inc.
|
3,110 | $27,803 | |
| 4 | OLP |
One Liberty Properties Inc
|
564 | $13,772 | |
| 5 | SAFE |
Safehold Inc.
|
466 | $7,316 | |
| 6 | AAT |
American Assets Trust, Inc.
|
293 | $7,234 | |
| 7 | JBGS |
JBG SMITH Properties
|
391 | $5,735 | |
| 8 | BNL |
Broadstone Net Lease, Inc.
|
239 | $4,940 |
All Filings in WPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,599 | 2,386 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $177,307 | 2,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,974 | 2,439 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $163,519 | 2,420 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $154,265 | 2,473 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,095 | 4,153 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $226,364 | 4,155 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $255,243 | 4,097 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,236 | 4,037 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $218,535 | 3,872 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $273,044 | 4,213 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $213,940 | 3,956 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $260,105 | 3,850 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $288,113 | 3,720 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $289,154 | 3,700 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $256,654 | 3,677 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $308,404 | 3,722 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $299,350 | 3,703 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $302,190 | 3,683 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||