Arkadios Wealth Advisors

Position in WPC — W. P. Carey Inc.

CIK 1800798 ATLANTA, GA

Position in WPC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,448,088

+$150,973 QoQ

Shares Held

34,239

+1.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#239

of 892 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $3,675,174 across 3 REIT - Diversified names. WPC ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	34,239	$2,448,088
2	GNL	Global Net Lease, Inc.	83,594	$747,329
3	VICI	Vici Properties Inc.	18,070	$479,757

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,448,088	34,239	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$2,297,115	33,801	-10.9%	Shares	Sole	2026-05-18
2025-12-31	$2,442,719	37,954	+4.2%	Shares	Sole	2026-02-13
2025-09-30	$2,461,574	36,430	+1.3%	Shares	Sole	2025-10-29
2025-06-30	$2,242,248	35,945	+1.4%	Shares	Sole	2025-08-04
2025-03-31	$2,236,681	35,441	+16.6%	Shares	Sole	2025-05-08
2024-12-31	$1,655,701	30,391	+60.7%	Shares	Sole	2025-01-15
2024-09-30	$1,178,279	18,913	+22.2%	Shares	Sole	2024-10-24
2024-06-30	$852,339	15,483	+49.9%	Shares	Sole	2024-07-29
2024-03-31	$583,138	10,332	+0.5%	Shares	Sole	2024-04-30
2023-12-31	$666,117	10,278	+177.9%	Shares	Sole	2024-01-24
2023-06-30	$249,836	3,698	-21.5%	Shares	Sole	2023-07-26
2023-03-31	$364,866	4,711	-47.0%	Shares	Sole	2023-05-02
2022-12-31	$694,206	8,883	-7.1%	Shares	Sole	2023-01-11
2022-09-30	$667,287	9,560	+261.7%	Shares	Sole	2022-10-21
2022-03-31	$213,660	2,643	-37.8%	Shares	Sole	2022-05-02
2021-12-31	$348,384	4,246	+17.2%	Shares	Sole	2022-02-03
2021-09-30	$264,623	3,623	-34.4%	Shares	Sole	2021-10-19
2021-06-30	$411,827	5,519	+11.8%	Shares	Sole	2021-07-28
2021-03-31	$349,271	4,936	+518.5%	Shares	Sole	2021-04-26
2020-12-31	$56,322	798	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.