Position in WPC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$213,999
-$25,492 QoQ
Shares Held
2,993
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#658
of 892 holders
Holding Since
Mar 2020
26 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, 2026Kingsview Wealth Management, LLC holds $463,353 across 2 REIT - Diversified names. WPC ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FVR |
FrontView REIT, Inc.
|
12,326 | $249,354 | |
| 2 | WPC |
W. P. Carey Inc.
This page
|
2,993 | $213,999 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,999 | 2,993 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $239,491 | 3,524 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $222,685 | 3,460 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $240,414 | 3,558 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $220,762 | 3,539 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $220,569 | 3,495 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $234,754 | 4,309 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $274,743 | 4,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $242,385 | 4,403 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $282,538 | 5,006 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $307,329 | 4,742 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $280,621 | 5,189 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $296,250 | 4,385 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $417,300 | 5,388 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $287,279 | 3,676 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $299,581 | 4,292 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $345,608 | 4,171 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $280,838 | 3,474 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $249,842 | 3,045 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $216,782 | 2,968 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $264,826 | 3,549 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $246,244 | 3,480 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $287,119 | 4,068 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $264,810 | 4,064 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $303,275 | 4,483 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $294,059 | 5,063 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||