Western Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1767902 GOLDEN, CO

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$365,937

+$18,934 QoQ

Shares Held

5,118

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#540

of 890 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Real Estate · as of Jun 30, 2026

Western Wealth Management, LLC holds $1,064,547 across 2 REIT - Diversified names. WPC ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VICI	Vici Properties Inc.	26,313	$698,610
2	WPC	W. P. Carey Inc. This page	5,118	$365,937

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,937	5,118	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$347,003	5,106	+0.2%	Shares	Sole	2026-06-18
2025-12-31	$327,849	5,094	-5.8%	Shares	Sole	2026-02-05
2025-09-30	$365,350	5,407	-1.3%	Shares	Sole	2025-11-06
2025-06-30	$341,842	5,480	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$344,643	5,461	-7.1%	Shares	Sole	2025-04-23
2024-12-31	$320,287	5,879	+1.3%	Shares	Sole	2025-04-16
2024-09-30	$361,713	5,806	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$321,216	5,835	-11.8%	Shares	Sole	2024-07-19
2024-03-31	$373,350	6,615	-11.7%	Shares	Sole	2024-05-03
2023-12-31	$485,750	7,495	+11.2%	Shares	Sole	2024-01-31
2023-09-30	$364,661	6,743	-1.9%	Shares	Sole	2023-11-08
2023-06-30	$464,407	6,874	-2.9%	Shares	Sole	2023-08-30
2023-03-31	$548,191	7,078	-23.6%	Shares	Sole	2023-08-30
2022-12-31	$724,059	9,265	-51.7%	Shares	Sole	2023-02-03
2022-09-30	$1,339,530	19,191	+106.6%	Shares	Sole	2022-11-07
2022-06-30	$769,686	9,289	+0.1%	Shares	Sole	2022-07-18
2022-03-31	$750,357	9,282	-6.6%	Shares	Sole	2022-05-10
2020-03-31	$576,908	9,933	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.