Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,111,466
+$1,104,435 QoQ
Shares Held
29,531
+99.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#255
of 877 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $5,311,724 across 15 REIT - Diversified names. WPC ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
105,579 | $2,803,122 | |
| 2 | WPC |
W. P. Carey Inc.
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|
29,531 | $2,111,466 | |
| 3 | AAT |
American Assets Trust, Inc.
|
4,167 | $102,883 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
4,689 | $100,860 | |
| 5 | GOOD |
Gladstone Commercial Corp
|
4,526 | $55,669 | |
| 6 | GNL |
Global Net Lease, Inc.
|
5,736 | $51,279 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
3,596 | $19,454 | |
| 8 | BNL |
Broadstone Net Lease, Inc.
|
861 | $17,796 |
All Filings in WPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,111,466 | 29,531 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,007,031 | 14,818 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $370,971 | 5,764 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,095,377 | 16,211 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $982,984 | 15,758 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,048,888 | 16,620 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $963,260 | 17,681 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,373,964 | 22,054 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,363,203 | 24,763 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,396,833 | 24,749 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,662,441 | 25,651 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,557,234 | 28,795 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,920,527 | 28,427 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,166,198 | 27,969 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,349,650 | 17,270 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,271,336 | 18,214 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $984,376 | 11,880 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,411,790 | 17,464 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,397,147 | 17,028 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,204,137 | 16,486 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,199,292 | 16,072 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,117,300 | 15,790 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $940,337 | 13,323 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $874,186 | 13,416 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $875,661 | 12,944 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $715,545 | 12,320 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||