Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$263,906
+$12,998 QoQ
Shares Held
3,691
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#606
of 891 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, 2026Physician Wealth Advisors, Inc. holds $313,142 across 8 REIT - Diversified names. WPC ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
3,691 | $263,906 | |
| 2 | VICI |
Vici Properties Inc.
|
1,568 | $41,630 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
134 | $2,769 | |
| 4 | OLP |
One Liberty Properties Inc
|
67 | $1,636 | |
| 5 | CTO |
CTO Realty Growth, Inc.
|
66 | $1,419 | |
| 6 | JBGS |
JBG SMITH Properties
|
67 | $982 | |
| 7 | GOOD |
Gladstone Commercial Corp
|
39 | $479 | |
| 8 | GNL |
Global Net Lease, Inc.
|
36 | $321 |
All Filings in WPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,906 | 3,691 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $250,908 | 3,692 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $237,617 | 3,692 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $249,738 | 3,696 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $229,308 | 3,676 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $230,919 | 3,659 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $199,342 | 3,659 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $227,955 | 3,659 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $201,427 | 3,659 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $212,609 | 3,767 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $243,620 | 3,759 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $263,964 | 4,881 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $538,925 | 7,977 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $617,818 | 7,977 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $623,402 | 7,977 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $556,794 | 7,977 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $400,296 | 4,831 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $390,538 | 4,831 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $396,383 | 4,831 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $352,856 | 4,831 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $360,489 | 4,831 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $334,765 | 4,731 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $333,913 | 4,731 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $308,272 | 4,731 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $320,052 | 4,731 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $263,160 | 4,531 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||