Global Retirement Partners, LLC
PensionPosition in WPC — W. P. Carey Inc.
CIK 1749744
San Rafael, CA
Position in WPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$556,270
-$86,107 QoQ
Shares Held
7,780
-22.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#458
of 892 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $1,230,650 across 11 REIT - Diversified names. WPC ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
7,780 | $556,270 | |
| 2 | VICI |
Vici Properties Inc.
|
19,451 | $516,424 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
3,563 | $73,647 | |
| 4 | CTO |
CTO Realty Growth, Inc.
|
1,076 | $23,144 | |
| 5 | FVR |
FrontView REIT, Inc.
|
884 | $17,883 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
3,066 | $16,587 | |
| 7 | OLP |
One Liberty Properties Inc
|
415 | $10,134 | |
| 8 | AAT |
American Assets Trust, Inc.
|
249 | $6,147 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,270 | 7,780 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $642,377 | 9,981 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $680,700 | 10,074 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $634,092 | 10,165 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $566,809 | 10,404 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $679,007 | 10,899 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $637,644 | 11,583 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $627,669 | 11,121 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $785,950 | 12,127 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $766,584 | 14,175 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,286,274 | 19,039 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,304,103 | 16,838 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,096,053 | 14,025 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $789,018 | 11,304 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $424,574 | 5,124 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $398,056 | 4,924 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $268,714 | 3,679 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $292,883 | 3,925 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $214,119 | 3,026 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $166,215 | 2,355 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $102,757 | 1,577 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $106,075 | 1,568 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $41,759 | 719 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||