Prime Capital Investment Advisors, LLC
Position in WPC — W. P. Carey Inc.
CIK 1731446
OVERLAND PARK, KS
Position in WPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$415,129
+$23,136 QoQ
Shares Held
5,806
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#512
of 896 holders
Holding Since
Sep 2022
16 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, 2026Prime Capital Investment Advisors, LLC holds $4,622,971 across 4 REIT - Diversified names. WPC ranks #2 (9.0% of the industry book) .
All Filings in WPC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,129 | 5,806 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $391,993 | 5,768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $350,504 | 5,446 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $376,702 | 5,575 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $356,813 | 5,720 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $397,466 | 6,298 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $285,856 | 5,247 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $336,980 | 5,409 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $316,372 | 5,747 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $328,593 | 5,822 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $403,507 | 6,226 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $294,357 | 5,443 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $364,148 | 5,390 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $318,784 | 4,116 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $375,979 | 4,811 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $284,853 | 4,081 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||