Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$289,789
+$59,133 QoQ
Shares Held
4,053
+19.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#582
of 891 holders
Holding Since
Mar 2020
8 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, 2026OneAscent Financial Services LLC holds $289,789 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
|
4,053 | $289,789 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,789 | 4,053 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $230,656 | 3,394 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $213,526 | 3,423 | Shares | Sole | 2025-08-12 | |
| 2022-09-30 | $219,032 | 3,138 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $242,613 | 2,928 | Shares | Sole | 2022-08-08 | |
| 2020-09-30 | $205,775 | 3,158 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $263,902 | 3,901 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $226,570 | 3,901 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||