Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$63,420
+$3,140 QoQ
Shares Held
887
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#742
of 891 holders
Holding Since
Dec 2024
7 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, 2026HOEY INVESTMENTS, INC holds $63,420 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
|
887 | $63,420 |
All Filings in WPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,420 | 887 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $60,280 | 887 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $57,087 | 887 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $59,934 | 887 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $55,331 | 887 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $55,978 | 887 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $48,323 | 887 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||