CX Institutional

Position in WPC — W. P. Carey Inc.

CIK 1737089 AUBURN, IN

Position in WPC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$115,615

-$103,963 QoQ

Shares Held

1,617

-50.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#709

of 891 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CX Institutional holds $268,571 across 3 REIT - Diversified names. WPC ranks #2 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	5,741	$152,423
2	WPC	W. P. Carey Inc. This page	1,617	$115,615
3	SQFT	Presidio Property Trust, Inc.	212	$533

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,615	1,617	-50.0%	Shares	Sole	2026-07-02
2026-03-31	$219,578	3,231	-10.7%	Shares	Sole	2026-04-06
2025-12-31	$232,854	3,618	-53.1%	Shares	Sole	2026-02-02
2025-09-30	$521,032	7,711	+5040.7%	Shares	Sole	2025-10-23
2022-06-30	$12,428	150	-75.5%	Shares	Sole	2022-08-02
2020-03-31	$35,486	611	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.