Pasadena Private Wealth, LLC

Position in WPC — W. P. Carey Inc.

CIK 1760578 PASADENA, CA

Position in WPC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$878,450

+$49,172 QoQ

Shares Held

12,926

+0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Real Estate · as of Mar 31, 2026

Pasadena Private Wealth, LLC holds $2,910,380 across 3 REIT - Diversified names. WPC ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	57,944	$1,583,030
2	WPC	W. P. Carey Inc. This page	12,926	$878,450
3	CTO	CTO Realty Growth, Inc.	24,278	$448,900

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.