Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$229,372
-$95,952 QoQ
Shares Held
3,208
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#641
of 891 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $229,372 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
|
3,208 | $229,372 |
All Filings in WPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,372 | 3,208 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $325,324 | 4,787 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||