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Prestige Wealth Management Group LLC

Position in WPC — W. P. Carey Inc.

CIK 1772715 FLEMINGTON, NJ

Position in WPC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$357
+$222 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#884
of 892 holders
Holding Since
Mar 2020
6 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, 2026

Prestige Wealth Management Group LLC holds $239,670 across 3 REIT - Diversified names. WPC ranks #3 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WPC
W. P. Carey Inc.
This page
5 $357

All Filings in WPC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $357 5
2026-03-31 $135 2
2022-12-31 $61,660 789
2020-09-30 $977 15
2020-06-30 $1,014 15
2020-03-31 $7,724 133