CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in WPC — W. P. Carey Inc.

CIK 1766904 RICHMOND, VA

Position in WPC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$126,553

+$15,304 QoQ

Shares Held

1,770

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#704

of 891 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 57% Shared 0% None 43%

Real Estate · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $265,061 across 2 REIT - Diversified names. WPC ranks #2 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VICI	Vici Properties Inc.	5,217	$138,508
2	WPC	W. P. Carey Inc. This page	1,770	$126,553

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,553	1,770	+8.1%	Shares	Other	2026-07-17
2026-03-31	$111,249	1,637	+14.8%	Shares	Other	2026-04-29
2025-12-31	$91,776	1,426	+1.5%	Shares	Other	2026-02-09
2025-09-30	$94,935	1,405	0.0%	Shares	Other	2025-11-10
2025-06-30	$87,643	1,405	+57.3%	Shares	Other	2025-08-13
2024-12-31	$48,650	893	-82.4%	Shares	Other	2025-02-14
2024-09-30	$316,046	5,073	-4.8%	Shares	Defined	2024-10-30
2024-06-30	$293,250	5,327	+19.8%	Shares	Other	2024-07-22
2024-03-31	$250,930	4,446	+1.5%	Shares	Defined	2024-04-30
2023-12-31	$283,865	4,380	-0.3%	Shares	Defined	2024-02-07
2023-09-30	$237,518	4,392	-1.9%	Shares	Defined	2023-11-13
2023-06-30	$302,601	4,479	+37.7%	Shares	Defined	2023-08-10
2023-03-31	$251,944	3,253	+16.7%	Shares	Defined	2023-05-12
2022-12-31	$217,882	2,788	0.0%	Shares	Defined	2023-02-14
2022-09-30	$194,602	2,788	0.0%	Shares	Sole	2022-11-14
2022-06-30	$231,013	2,788	+55.1%	Shares	Sole	2022-08-15
2021-06-30	$134,092	1,797	-5.9%	Shares	Sole	2021-08-16
2021-03-31	$135,080	1,909	-36.1%	Shares	Sole	2021-05-17
2020-12-31	$210,893	2,988	+51.5%	Shares	Sole	2021-02-12
2020-09-30	$128,495	1,972	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.