Position in WPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,100
+$12,036 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#630
of 890 holders
Holding Since
Mar 2020
23 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, 2026Detalus Advisors, LLC holds $243,100 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
|
3,400 | $243,100 |
All Filings in WPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,100 | 3,400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $231,064 | 3,400 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $218,824 | 3,400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $229,738 | 3,400 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $212,092 | 3,400 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $214,574 | 3,400 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $211,820 | 3,400 | Shares | Sole | 2024-10-22 | |
| 2023-12-31 | $226,835 | 3,500 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $203,827 | 3,769 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $262,740 | 3,889 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $354,953 | 4,583 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $413,960 | 5,297 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $369,730 | 5,297 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $425,320 | 5,133 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $495,791 | 6,133 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $503,212 | 6,133 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $446,858 | 6,118 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $456,525 | 6,118 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $431,494 | 6,098 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $423,338 | 5,998 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $387,245 | 5,943 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $449,196 | 6,640 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $417,130 | 7,182 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||