Ethic Inc.

Position in WPC — W. P. Carey Inc.

CIK 1780570 NEW YORK, NY

Position in WPC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,737,021

-$755,751 QoQ

Shares Held

24,294

-33.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#278

of 892 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Ethic Inc. holds $3,091,943 across 4 REIT - Diversified names. WPC ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	24,294	$1,737,021
2	VICI	Vici Properties Inc.	25,412	$674,688
3	AAT	American Assets Trust, Inc.	18,648	$460,419
4	JBGS	JBG SMITH Properties	14,984	$219,815

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,737,021	24,294	-33.8%	Shares	Sole	2026-07-29
2026-03-31	$2,492,772	36,680	+61.9%	Shares	Sole	2026-04-27
2025-12-31	$1,457,947	22,653	+7.3%	Shares	Sole	2026-02-03
2025-09-30	$1,426,267	21,108	+22.1%	Shares	Sole	2025-10-17
2025-06-30	$1,078,674	17,292	+136.9%	Shares	Sole	2025-07-30
2025-03-31	$460,639	7,299	-10.0%	Shares	Sole	2025-05-13
2024-12-31	$441,723	8,108	-38.6%	Shares	Sole	2025-02-14
2024-09-30	$822,858	13,208	+22.7%	Shares	Sole	2024-11-13
2024-06-30	$592,503	10,763	-18.5%	Shares	Sole	2024-08-13
2024-03-31	$745,459	13,208	-42.5%	Shares	Sole	2024-05-13
2023-12-31	$1,489,398	22,981	+100.1%	Shares	Sole	2024-02-14
2023-09-30	$621,054	11,484	+61.8%	Shares	Sole	2023-11-14
2023-06-30	$479,473	7,097	+6.6%	Shares	Sole	2023-08-14
2023-03-31	$515,507	6,656	-10.2%	Shares	Sole	2023-05-12
2022-12-31	$579,404	7,414	+24.9%	Shares	Sole	2023-02-14
2022-09-30	$414,472	5,938	+27.2%	Shares	Sole	2022-11-14
2022-06-30	$386,956	4,670	+15.7%	Shares	Sole	2022-08-10
2022-03-31	$326,270	4,036	-20.9%	Shares	Sole	2022-05-16
2021-12-31	$418,455	5,100	+42.1%	Shares	Sole	2022-02-14
2021-09-30	$262,213	3,590	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.