Pasadena Private Wealth, LLC

Position in WPC — W. P. Carey Inc.

CIK 1760578 PASADENA, CA

Position in WPC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$927,069

+$48,619 QoQ

Shares Held

12,966

+0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#366

of 898 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Real Estate · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $2,963,381 across 3 REIT - Diversified names. WPC ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	57,028	$1,514,093
2	WPC	W. P. Carey Inc. This page	12,966	$927,069
3	CTO	CTO Realty Growth, Inc.	24,278	$522,219

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,069	12,966	+0.3%	Shares	Sole	2026-08-11
2026-03-31	$878,450	12,926	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$829,278	12,885	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.