Position in WPC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,436
+$369 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#829
of 891 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, 2026HHM Wealth Advisors, LLC holds $19,542 across 2 REIT - Diversified names. WPC ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
456 | $12,106 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
104 | $7,436 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,436 | 104 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,067 | 104 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,693 | 104 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,027 | 104 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,487 | 104 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,394 | 545 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $29,691 | 545 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,953 | 545 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,002 | 545 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $37,927 | 672 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $44,070 | 680 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $36,774 | 680 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $45,940 | 680 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,665 | 680 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $50,172 | 642 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $44,811 | 642 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $45,158 | 545 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $44,057 | 545 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $44,717 | 545 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $39,806 | 545 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $40,667 | 545 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $38,564 | 545 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $38,466 | 545 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $35,512 | 545 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,869 | 545 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $31,653 | 545 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||