Position in WPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$798,369
+$38,441 QoQ
Shares Held
11,166
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#393
of 892 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $798,369 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
|
11,166 | $798,369 |
All Filings in WPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,369 | 11,166 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $759,928 | 11,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $731,580 | 11,367 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $749,621 | 11,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $692,854 | 11,107 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $714,846 | 11,327 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $613,662 | 11,264 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $567,490 | 9,109 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $415,572 | 7,549 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $217,113 | 3,350 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $259,457 | 3,350 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||