Position in WPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$115,973
+$5,742 QoQ
Shares Held
1,622
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#707
of 890 holders
Holding Since
Mar 2020
9 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, 2026Golden State Wealth Management, LLC holds $115,973 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
|
1,622 | $115,973 |
All Filings in WPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,973 | 1,622 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $110,231 | 1,622 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $105,292 | 1,636 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $110,544 | 1,636 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $102,053 | 1,636 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $102,364 | 1,622 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $88,366 | 1,622 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $141,788 | 2,176 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $143,341 | 2,468 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||