Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$274,417
+$62,158 QoQ
Shares Held
3,838
+16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#596
of 891 holders
Holding Since
Jun 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $274,417 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,838 | $274,417 |
All Filings in WPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,417 | 3,838 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $212,259 | 3,298 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $21,708 | 348 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||