HBW ADVISORY SERVICES LLC

Position in WPC — W. P. Carey Inc.

CIK 1790525 SIMI VALLEY, CA

Position in WPC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$246,746

-$1,104 QoQ

Shares Held

3,451

-5.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#627

of 892 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HBW ADVISORY SERVICES LLC holds $246,746 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	3,451	$246,746

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,746	3,451	-5.4%	Shares	Sole	2026-07-16
2026-03-31	$247,850	3,647	+1.6%	Shares	Sole	2026-05-04
2025-09-30	$242,441	3,588	+509.2%	Shares	Sole	2025-10-16
2024-12-31	$32,088	589	-85.9%	Shares	Sole	2025-01-10
2024-09-30	$259,915	4,172	-23.6%	Shares	Sole	2024-10-04
2024-06-30	$300,683	5,462	-83.6%	Shares	Sole	2024-07-05
2024-03-31	$2,163	33,383	0.0%	Shares	Sole	2024-04-19
2023-12-31	$2,163,552	33,383	-0.9%	Shares	Sole	2024-01-16
2023-09-30	$1,822,118	33,693	+80.6%	Shares	Sole	2023-10-12
2023-06-30	$1,260,061	18,651	+6.3%	Shares	Sole	2023-07-06
2023-03-31	$1,358,782	17,544	+19.1%	Shares	Sole	2023-04-07
2022-12-31	$1,151,462	14,734	-3.3%	Shares	Sole	2023-01-05
2022-09-30	$1,063,262	15,233	+4.1%	Shares	Sole	2022-10-05
2022-06-30	$1,212,987	14,639	+149.4%	Shares	Sole	2022-07-13
2022-03-31	$474,450	5,869	+13.8%	Shares	Sole	2022-04-18
2021-12-31	$423,213	5,158	-14.3%	Shares	Sole	2022-01-11
2021-09-30	$439,773	6,021	+85.5%	Shares	Sole	2021-10-08
2021-06-30	$242,216	3,246	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.