Avion Wealth

Position in WPC — W. P. Carey Inc.

CIK 1792704 THE WOODLANDS, TX

Position in WPC

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$436,710

+$23,133 QoQ

Shares Held

6,426

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Avion Wealth holds $474,536 across 6 REIT - Diversified names. WPC ranks #1 (92.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	6,426	$436,710
2	CTO	CTO Realty Growth, Inc.	1,071	$19,802
3	VICI	Vici Properties Inc.	334	$9,124
4	NXDT	Nexpoint Diversified Real Estate Trust	1,573	$7,345
5	GOOD	Gladstone Commercial Corp	91	$1,040
6	OLP	One Liberty Properties Inc	24	$515

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$436,710	6,426	0.0%	Shares	Sole	2026-05-01
2025-12-31	$413,577	6,426	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$433,664	6,418	0.0%	Shares	Sole	2025-10-24
2025-06-30	$400,354	6,418	+0.1%	Shares	Sole	2025-07-31
2025-03-31	$404,724	6,413	0.0%	Shares	Sole	2025-05-09
2024-12-31	$349,380	6,413	0.0%	Shares	Sole	2025-01-29
2024-09-30	$399,529	6,413	0.0%	Shares	Sole	2024-10-18
2024-06-30	$353,035	6,413	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$361,441	6,404	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$414,459	6,395	-0.0%	Shares	Sole	2024-01-26
2023-09-30	$338,780	6,396	+0.4%	Shares	Sole	2023-10-20
2023-06-30	$421,571	6,371	+0.0%	Shares	Sole	2023-07-14
2023-03-31	$483,209	6,370	+0.1%	Shares	Sole	2023-05-05
2022-12-31	$487,117	6,364	0.0%	Shares	Sole	2023-01-30
2022-09-30	$435,070	6,364	+6264.0%	Shares	Sole	2022-10-31
2021-09-30	$7,153	100	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.