Position in WPC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,782,206
+$390,359 QoQ
Shares Held
66,884
+3.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#183
of 890 holders
Holding Since
Jun 2020
25 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, 2026Beacon Pointe Advisors, LLC holds $5,073,937 across 2 REIT - Diversified names. WPC ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
66,884 | $4,782,206 | |
| 2 | VICI |
Vici Properties Inc.
|
10,988 | $291,731 |
All Filings in WPC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,782,206 | 66,884 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,391,847 | 64,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,833,989 | 59,571 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,524,352 | 66,958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,641,321 | 74,404 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,942,712 | 78,319 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,505,060 | 82,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,719,949 | 91,813 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,554,820 | 100,905 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,857,403 | 121,499 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,705,548 | 88,035 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,653,099 | 86,041 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,826,664 | 56,641 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,805,995 | 87,876 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,743,939 | 60,703 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,351,817 | 62,347 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,946,786 | 47,632 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,177,309 | 76,414 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,982,051 | 48,532 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,536,888 | 48,424 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,177,038 | 29,175 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,628,258 | 23,011 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,364,946 | 19,339 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $273,802 | 4,202 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $212,285 | 3,138 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||